Mid-market focus Independent San Diego insurance agency serving 6,000 individuals and 1,600 businesses with a long-standing regional presence suggests strong cross-sell opportunities between personal and business lines for existing clients in San Diego and Riverside Counties.

Growth potential With offices in Carlsbad and Temecula and a revenue range of 25M to 50M, there is room to expand within the Southern California market, especially targeting neighboring communities and expanding book of business through bundled offerings.

Tech-enabled Current tech stack includes WordPress, analytics, SEO and digital marketing tools, indicating opportunity to leverage data-driven prospecting, targeted content campaigns and enhanced online quoting to attract new business clients.

Carrier partnerships Proven collaboration with A rated carriers positions HWP to pitch enhanced capacity, preferred rates, and risk management solutions to mid-size businesses seeking reliable coverage with competitive pricing.

Cross-sell potential Diverse product suite (home, auto, health, life, personal and business insurance) facilitates cross-sell of business owners policies, workers compensation, cyber, and executive risk to existing personal lines clients and vice versa.