Legacy Trust Dimond Bros. Insurance has a 150-year track record and a multi-state presence in Illinois, Indiana, and Wisconsin. This longevity and regional footprint present an opportunity to cross-sell bundled personal and commercial lines to existing long-term clients and to expand agency partnerships in nearby markets.

Circle of Excellence Recent recognition as Western National’s Circle of Excellence Agencies in 2021 and 2022 signals strong carrier relationships and performance. Leverage this status to position the firm for expanded coverage options, exclusive programs, and preferred pricing with prospective commercial and government clients.

Diverse Coverage The firm offers a broad portfolio including auto, homeowners, life, health, commercial auto, workers’ compensation, businessowner policies, and general liability. This enables cross-sell opportunities into existing personal lines clients and up-sell to small and mid-sized businesses seeking one-stop insurance solutions.

Growth Readiness With a revenue range in the hundreds of millions and a mid-market employee base, there is potential to target mid-market businesses and government entities with risk management services, bundled quotes, and value-added services to improve policy retention and attract annual premium growth.

Tech & Service A tech stack featuring digital tools and platforms (including Google tools, SiteGround, and WordPress integrations) supports online quote requests and customer engagement. This can be leveraged to accelerate SaaS-enabled quotes, nurture programs, and digital-friendly sales motions for both personal and commercial lines.