Carrier Partnerships Independent agency with multiple carrier partnerships, offering a range of personal and commercial coverage. Potential sales opportunity to upsell new carriers or expand limits and add risk management services for high-value clients in Northern Utah.

Small Biz Focus Operate with a lean team yet serve both individuals and businesses, suggesting a need for scalable risk management, cyber liability, and coverage optimization services for small to mid-sized enterprises in the region.

Revenue Scale Annual revenue in the mid-range for a regional agency indicates capacity for strategic advisory services, bundled insurance programs, and implementation of expense-reduction programs for clients seeking cost-effective coverage.

Tech Stack Utilizes cloud and web platforms (AWS, Azure, WordPress, Google Workspace, analytics) presenting opportunities to offer digital modernization, data-driven underwriting, client portals, and enhanced online quote/conversion workflows.

Local Growth Serving Northern Utah from Bountiful since 2009, with a stable regional footprint ripe for expansion services such as cyber risk assessments, business continuity planning, and targeted marketing partnerships to attract new commercial clients.