Independent brokerage Carrigan Insurance operates as an independent agency representing multiple reputable carriers, signaling opportunities to cross-sell across various carriers and coverage lines while tailoring solutions to client needs.

Small team agility With a lean team of 2-10 employees, there is potential to expand service offerings, leverage strategic partnerships, and onboard technology or marketing support to scale sales without significant headcount.

Mid-market revenue Reported revenue in the 10M-25M range suggests a solid client base and purchasing power, presenting upsell opportunities to increase premium from existing accounts through bundles, add-ons, or higher coverage limits.

Tech stack leverage Existing web and analytics tools (LiteSpeed, Piwik PRO, jQuery, etc.) indicate openness to digital marketing and data-driven lead generation; propose targeted campaigns, SEO optimization, and CRM-driven follow-ups to boost inbound opportunities.

Regional focus Location in Waukesha and Fontana with a local footprint creates opportunities to tailor community-based programs, affinity partnerships, and local SME coverage packages to deepen market penetration and referrals.