Market Focus Mid-sized Carolinas insurance and investment firm with I/T expertise and offices in Rock Hill and Simpsonville, SC presents opportunities to cross-sell personal lines, small business coverage, and wealth management services to a regional customer base.

Integrated Services Offer cross-sell of Medicare, Part D optimization, estate and long-term care planning, and business continuation planning to current clients, leveraging their existing trust in the advisor-led model.

Tech Enablement Leverage Applied Epic and analytics stack to introduce digital self-service enhancements, streamlined quoting, and data-driven policy reviews to increase retention and win rates against larger incumbents.

Growth Readiness Revenue scale and growth trajectory suggest opportunities for partnerships with carriers or brokers seeking regional distribution, plus potential for expansion into adjacent states or additional office locations.

Advisor Network Engage Watts Huckabee and the advisory team for co-branded marketing, events, and referral programs targeting business owners, retirees, and families seeking comprehensive risk and wealth management solutions.