Independent Brokerage Independent agency with access to 30+ A+ rated carriers across auto, home, life, and business insurance, presenting multiple policy options and a broad carrier network to tailor solutions for clients in Ohio and 14 other states.

Local to Regional Reach Operates across Ohio plus 14 additional states, enabling cross-sell opportunities to existing clients who may relocate or expand into new markets, as well as targeted outreach to regional businesses expanding footprint.

Experience and Trust Owner and lead agent has two decades in the industry, which can be leveraged in prospecting conversations to build credibility with mid-market and personal lines prospects seeking seasoned guidance and customized risk management.

Digital Presence Active use of WordPress, Shopify, Google Cloud, and other modern tech stack supports online quote requests, digital marketing, and a streamlined customer experience, offering opportunities to convert digital leads and upsell with bundled policies.

Revenue Growth Signals Current revenue range ($1M–$10M) indicates a scalable business with room for growth through strategic cross-sell (auto, home, life, group health) to existing clients and expansion into additional regions or niche coverages.