Comprehensive offerings Haughn Insurance is a full-service agency with both Business Insurance and Employee Benefits, indicating opportunities to cross-sell between risk management and benefits programs to existing clients and prospects.

Mid-market potential With 11-50 employees and a national footprint, target growth-focused small to mid-sized businesses that require tailored coverage, risk transfer solutions, and self-funded or captive benefit options.

Industry insights Leverage their emphasis on reviewing operations, liability exposures, and industry trends to position data-driven insurance programs and proactive risk management services to potential clients facing evolving regulatory and market dynamics.

Digital readiness Utilizes modern tech stack including iCIMS, Drupal, WordPress, Shopify, and Epic Systems, suggesting readiness for digital marketing collaboration, customer portals, and streamlined onboarding to support scalable growth.

Competitive positioning Revenue in the $50M-$100M range with a personalized, local-to-national approach presents a value proposition to mid-market buyers seeking personalized service with scalable capacity, presenting upsell and enterprise opportunities for larger broker relationships.