Independent brokerage Davis Insurance operates as an independent agency serving Kentucky and Tennessee, with access to multiple carriers. This presents a cross-sell opportunity to clients in need of personalized, flexible coverage across personal and commercial lines.

Mid-market potential With 11-50 employees and revenue in the 25–50 million range, there is likely a mix of small to mid-sized commercial clients who could benefit from bundled policies, risk management services, and simplified renewal processes.

Personalized solutions The emphasis on tailoring coverage to unique exposures suggests an opportunity to offer value-added risk assessment, advisory services, and targeted packages for a range of niche industries.

Regional focus Serving Kentucky and Tennessee provides a regional footprint that can be expanded with strategic cross-selling to existing clients in adjacent states or industries, leveraging local market knowledge and carrier relationships.

Digital engagement Adoption of tools like Re:amaze and other tech stack components indicates readiness for improved digital experience, enabling upsell of digital claim support, policy updates, and self-serve features to increase retention and cross-sell opportunities.