Diverse SMB Coverage Independent insurance agency licensed in WA, OR, CA, ID and AZ with over 30 years of SMB experience across sectors such as restaurants, hotels, property management, health care and nonprofits. This breadth supports cross sell opportunities for bundled coverages including property, general liability, EPLI, D&O and cyber across multiple industries, driving higher premium potential per client.

Nonprofit Niche Strong nonprofit and social services focus with clients including counseling centers, food banks, shelters, youth programs, and mental health facilities. This creates demand for specialized coverages such as professional liability, D&O, and employment practices liability, with potential partnerships to grow in grant funded organizations.

Tech-Driven Outreach Tech stack utilization including Google Analytics Enhanced eCommerce, Google Cloud, Sentry and other tools enables data driven marketing and risk assessments. This supports targeted outreach to tech service providers and digitally oriented SMBs for cyber liability, tech E&O and risk management offerings.

Growth Opportunity Healthy yet lean revenue base in the 10 to 25 million range with a small team presents growth potential through deeper client penetration and by expanding lines of coverage via carrier partnerships, increasing average premium per client.

Strategic Partnerships Licensing across multiple states and a ready to partner posture create opportunities to formalize alliances with regional SMB associations, hospitality groups, nonprofits networks and professional service firms to accelerate referrals and co branded programs.