Established insurer HPB Insurance Group has a century-long history and is an independent agency representing multiple large carriers, presenting opportunities to upsell carrier partnerships, multi-policy bundles, and specialized coverage options to long-standing clients.

Mid-market focus With 11-50 employees and revenue in the 100M–250M range, target mid-market organizations that require comprehensive risk management, commercial lines, and tailored employee benefits—areas where HPB can cross-sell between personal, business, and corporate solutions.

Digital engagement HPB uses modern tech like WordPress, Salesforce Marketing Cloud Account Engagement, and Adobe Experience Cloud, indicating readiness for targeted digital outreach, lead nurturing, and personalized policy recommendations to increase conversion rates.

Brand equity As a fully-owned subsidiary of Pinnacle Financial Partners, HPB can leverage cross-promotional opportunities, bundled financial and insurance services, and credibility signals to win new business from clients seeking trusted, integrated financial solutions.

Growth potential Revenue in the 100M–250M range and status as an independent broker suggest opportunities to expand into additional carriers, broaden product lines (cyber, workers’ comp, EPLI), and pursue strategic partnerships with larger agencies for scale and expanded service offerings.