Construction focus Specialized expertise in insurance and surety bonds for the construction industry, with relationships across general, highway, mechanical, utility, and specialty contractors in Tennessee, Kentucky, and the southern U.S. This suggests sales opportunities with construction firms and subcontractors seeking tailored coverage and bonding.

Premier partner Multiple years recognized as a Premier Partner by Frankenmuth Insurance (2019, 2020) and a 2020 Premier partner status indicates strong carrier relationships and access to favorable terms. This can be leveraged to pitch cross-sell of property, casualty, and employee benefits to mid-market clients.

Growth potential Revenue is in the range of 1M to 10M with a localized footprint yet Southeast-wide service, signaling opportunities to scale with mid-market businesses that need comprehensive P&C, life, and health offerings, plus surety bonds as they grow.

Integrated tech Tech stack includes HubSpot Analytics, OneTrust, Squarespace, and Shopify/commerce tools, indicating a modern digital footprint. Potential for improving client onboarding, risk assessments, and cross-sell campaigns via automated marketing and contract management workflows.

Acquisition advantage Formerly acquired by Brown & Brown in 2020, which implies a broadened distribution network and potential collaboration or transition opportunities for carrier and service partners. A sales approach could emphasize benefits of a combined regional reach and established relationships.