regional heritage Leverage Garrett Insurance Agency’s long-standing presence in Central Texas communities and family-owned lineage to position bundled local business and community-focused insurance solutions to mid-market clients in Kerrville, Fredericksburg, Conroe, Lubbock, and surrounding areas.

diversified offering Target cross-sell opportunities across bonds, health and life, personal, and commercial insurance by highlighting Garrett’s broad product suite and willingness to tailor coverage for small to midsize businesses and individuals seeking integrated risk management.

growth potential With a revenue range of 100M to 250M and a multi-office footprint, there is upside for expanding commercial lines, mid-market risk assessments, and agency partnerships that can scale with Garrett as it continues geographic and product expansion.

digital maturity Capitalize on Garrett’s tech stack and digital presence including Shopify, analytics, and cloud platforms to offer modern insurtech-enabled services, streamlined onboarding for new clients, and data-driven renewal strategies that improve retention.

people and culture Position tailored carrier partnerships and employee-focused benefits solutions to support a workforce of 11-50 with growth plans, enabling better client service, specialized risk advisory, and scalable service levels as the agency expands.