Multi-state focus Epps Financial Services operates in Virginia, North Carolina and South Carolina with Medicare Supplement, Life Insurance and Financial Planning offerings, presenting cross-state sales opportunities and potential partnerships with carriers that support multi-state brokers.

Brokerage breadth They broker with major A-rated carriers nationwide, suggesting opportunities to upsell additional products, expand product lines, or introduce value-added offerings to existing carrier relationships.

Revenue signals Current revenue range of 25 to 50 million indicates a mid-market footprint with potential for scalable insurance and financial planning services; target growth initiatives, cross-sell, and digital engagement improvements to capture more premium and policy volume.

Tech stack Utilizes cloud services, analytics and tracking tools (AWS, Datadog, Hotjar, Google Tag Manager, Cloudflare CDN), offering a foundation for data-driven marketing, customer journey optimization, and security-focused sales campaigns.

Targeted engagement Small team size (2-10 employees) combined with a niche state focus and licensed advisory services through Centaurus Financial implies high potential for streamlined partner programs, white-label solutions, and scalable support that amplifies provincial market penetration.