Agency Profile Independent insurance agency with a mid-sized footprint (11-50 employees) and a diverse product offering across auto, home, life, health, commercial lines and bonds, presenting multiple national carriers. Potential upsell opportunities exist in expanding cross-sell across lines and leveraging carrier relationships for enhanced preferred pricing and bundles.

Carrier Relationships Representing a broad roster of major carriers (Allied/Nationwide, Travelers, Hartford, Zurich, Employers, Progressive, Anthem Blue Cross, Kaiser, etc.). This suggests opportunity to introduce additional value-added programs, risk management services, and specialized coverage enhancements through these partners.

Growth Focus Revenue range of 25–50 million indicates a scalable business with potential for growth through expanded commercial lines, small business bundles, and personal risk assessments. Target cross-sell campaigns to existing SMB clients and carrier-approved growth initiatives could yield incremental premium.

Tech Footprint Tech stack includes WordPress, SiteCatalyst, Microsoft 365, Azure, and e-commerce/payroll integrations. Opportunity to modernize digital client experience, implement digital quoting, and leverage analytics to identify high-potential cross-sell segments and improve retention.

Competitive Positioning Compared to peers with larger headcounts and revenues, CCIS Insurance sits as a smaller, independent agency with access to a wide carrier panel. This positioning can be leveraged to target mid-market and niche segments needing personalized service and flexible coverage options, while differentiating on responsiveness and advisory support.