Boutique, Trusted Family-owned real estate and insurance firm serving Northwest Ohio since 1880, signaling deep local market knowledge and stable client relationships that sales teams can leverage for cross-selling insurance and real estate services.

Insurance Partnerships Active collaboration with Encompass Insurance and National General indicates a ready-made avenue for expanding insurance offerings to existing real estate clients, including homeowners and property investors.

Tech Stack Existing platforms (HubSpot Analytics, iCIMS, WordPress, Shopify, PayPal, Piwik PRO) suggest capability for digital marketing, lead capture, CRM integration, and e-commerce for property listings and insurance quotes; leverage for targeted campaigns.

Growth Opportunity Revenue in the mid-range suggests potential for scaling services through higher-value insurance products, property management add-ons, or bundled housing and insurance packages to local families and investors.

Market Position Small team size (2–10 employees) paired with a long-standing market presence presents a personalized client experience angle; prospect to position as a premier local partner for trusted real estate and insurance solutions.