Regional Expertise Independent agency with multiple Michigan offices and Indiana presence, licensed in four states. Opportunity to upsell state-specific coverage options, cross-sell to regional mid-market clients, and expand seat-of-the-pants service capabilities for cross-border insureds.

Established Experience Over 100 years of combined insurance experience and leadership dating back to 1995 launch. Use as a credibility lever in sales pitches to large local organizations seeking stable, knowledgeable partners and to target risk-averse SMEs seeking trusted advisors.

Revenue Scale Mid-market revenue footprint estimated between $50M and $100M with a multi-office distribution model. Prospect opportunities include mid-sized firms seeking comprehensive agency services, including personalized risk management, captive solutions, or bundled product offerings.

Tech Modernization Tech stack includes iCIMS, AWS, Google Cloud, Wix, WordPress, and analytics tools. Leverage digital onboarding, efficient policy administration, and data-driven underwriting to target digitally oriented enterprises and improve renewal rates via seamless digital experiences.

Competitive Positioning Smaller footprint compared to major insurers but substantial local footprint with multi-state licensing. Position as a nimble, client-centric alternative to large insurers for regional businesses seeking personalized service, localized knowledge, and responsive support.