Acquisition history Carriage Insurance Agency was acquired by AssuredPartners, Inc. in 2018, indicating potential alignment with partner ecosystems, integration projects, and ongoing enterprise-level B2B sales cycles.

Expansion footprint Originally serving Washington with expansion into Oregon and California signals openness to cross-state growth and opportunities to upsell multi-state coverage, bundled offerings, and carrier partnerships.

Mid-market positioning Revenue in the $10M–$25M range and a small internal team suggest a mid-market insurance agency profile that could benefit from scaled technology, back-office outsourcing, and targeted growth services.

Tech stack Adoption of Microsoft 365, cloud and analytics tools (Google Tag Manager, Search Console), and website infrastructure indicates readiness for digital marketing enhancements, data-driven targeting, and telematics or digital underwriting initiatives.

Strategic partnerships With multiple represented carriers and a focus on free personal reviews, there are opportunities to propose carrier-aggregation solutions, value-added services, or affinity programs to deepen carrier relationships and drive cross-sell.