Independent Local Focus Local independent agency in Central Florida with a long-standing presence since 1979 presents an opportunity to offer scalable tech and security solutions tailored to regional compliance and customer engagement needs.

Small Team, Big Potential Dual to small staff size (2-10 employees) suggests high value from outsourced or scalable security, marketing automation, and cost-effective cloud-based tools to support growth and cross-sell across Home, Auto, Life, Health, and Business lines.

Digital Maturity Existing tech stack (AWS, WordPress, AngularJS, Snowplow, New Relic, Duda, Microsoft 365) indicates openness to digital marketing, analytics, and cloud-driven modernization opportunities to improve lead capture, data insights, and user experience.

Revenue Scale Reported revenue in a range of $50M-$100M, signaling a solid middle-market footprint with potential for enhanced platform integrations, policy administration efficiency, and enterprise-level underwriting partnerships.

Cross-Sell Potential Diversified product mix (Home, Auto, Life, Health, Business) creates an opportunity to bundle offerings, deploy tiered pricing, and leverage analytics to identify high-propensity cross-sell targets across customer segments.