Independant Brokerage Independent agency with long-standing presence in Northern California and Western US suggests opportunity for personalized risk management solutions across personal and commercial lines.

mid-market footprint Employee range and revenue indicate a small-to-medium enterprise focus; potential upsell of business insurance, workers comp, cyber, and employee benefits to growing local clients.

comprehensive coverage Offers wide range of lines including auto, home, life, health, renters, boat, and business insurance, enabling cross-sell and bundling opportunities to increase policy stickiness.

digital footprint Tech stack includes AWS, Microsoft 365 and online quotes; leverage digital marketing and data-driven outreach (ads, maps, analytics) to target prospects and drive referrals.

growth potential Revenue in the mid tens of millions with an established brand; potential for expanded commercial lines, SMB partnerships, and agency partnerships to scale revenue.