Independent Agency Scale Potential cross-sell opportunity with mid-sized independent agency customers in Central Ohio who share a similar client mix and service approach, leveraging Gilles Smith Purdum Insurance Agency’s long-standing local footprint and customer-first service model.

Family Legacy Leverage the family-owned narrative to position solutions that support continuity planning, succession strategies, and trusted advisor relationships targeting similar family-owned businesses seeking stable, long-term coverage and advisory services.

Tech Stack Insight Assess potential for technology partners and services that integrate with current tools such as Foundation, Gravity Forms, and Chatra to enhance client onboarding, claim management, and omnichannel engagement, offering efficiency gains and better data capture.

Revenue Range Target mid-market insurance programs or carrier partnerships aligned with a revenue band in the 10 to 25 million range, focusing on expanding product lines, carrier panels, and premium financing options to drive growth.

Growth Readiness Capitalize on recent merger and expansion momentum to offer scale-enabled solutions such as marketing automation, broker management systems, and enterprise-level cybersecurity for independent agencies seeking to modernize operations while maintaining service levels.