Local focused Longstanding Williamsport presence and community ties suggest a strong local referral network potential. Leverage personalized service stories to cross-sell auto, home, life and commercial coverage to existing clients and local businesses.

Rural/Small biz Small team with deep client base presents opportunities to upsell small business insurance, including commercial auto, property and liability coverage for local contractors, retailers, and small offices.

Experienced leadership Principal agent’s 37+ years of experience and LUTCF designation can be used to position as a trusted advisor for comprehensive risk management, encouraging clients to consolidate policies and consider bundled Erie Insurance products.

Digital presence Existing website and WordPress tech stack indicate room to enhance online lead generation, client portals, and digital quotes; prioritize SEO, content marketing, and online claim support to attract new customers in 12-state Erie network area.

Client scale Serving over 5,000 clients with limited staff highlights potential for targeted cross-sell campaigns, referral programs, and resource-light strategies to expand multi-line sales and improve retention within current book of business.