Strategic Growth Davis & Towle has expanded through acquisitions (First Benefits, Inc.) and partnerships (The Insurance Source, Northern United Agents Alliance), signaling an active growth trajectory and potential cross-sell opportunities across employee benefits, commercial lines, and personal insurance across a broader NH and Maine footprint.

Leadership & Award With the president and leadership receiving industry recognition (2026 Insurance Professional of the Year) and ongoing promotions within the commercial lines team, there is an opening to position advanced risk management and specialized coverage solutions to support growth and succession planning for a rising leadership team.

Technology Enablement Current tech stack includes MySQL, Shopify, and digital governance tools (JSON-LD, HSTS), suggesting opportunities to propose data-driven underwriting, digital policy administration enhancements, and customer experience improvements for both personal and commercial clients.

Market Position As a large locally owned independent agency with 51-200 employees and $250M-$500M in revenue, they balance community focus with scale, creating opportunities to discuss competitive commercial programs, mid-market coverage, and tailored risk management services that differentiate from national carriers.

Diversified Offerings Recent launch of The Insurance Source and cross-location presence across NH and ME indicate potential for bundled solutions (employee benefits, commercial lines, and personal lines) and targeted cross-sell campaigns to existing business clients and new mid-market accounts.