Regional Focus Idaho-based insurance agency with a long-standing local presence and affiliation to The Leavitt Group, presenting an opportunity to upsell broader Leavitt Group services and regional risk management solutions to public entities and private organizations in Idaho.

Revenue Scale Revenue in the $50M to $100M range indicates an established mid-market client with diverse needs in employee benefits, property and casualty insurance, and risk management, suitable for targeted upsell of tech-enabled benefits administration and integrated risk solutions.

Small Team, Big Needs With 2-10 employees, the agency likely relies on scalable, cloud-based solutions and partner platforms for payroll, benefits onboarding, and claims processing, offering cross-sell opportunities to HR and benefits tech providers.

Longstanding Experience A history dating back to 1946 and experience with public entities suggests potential for government-related or municipal risk management programs and specialized coverage, expanding to adjacent Idaho public sector clients.

Affiliated Resources As an affiliated agency with The Leavitt Group, there is potential to propose integrated advisory services, data analytics, and expanded coverage options through a broader broker network to enhance client retention and cross-sell.