Commercial Growth The appointment of Shelly Peacock as commercial lines account executive in the Great Bend office signals active expansion in commercial lines and a growth-focused sales motion; this creates opportunity to cross-sell tailored coverages to mid-market Kansas businesses, including property & casualty, workers' comp, cyber, and E&O, aligning with their independent agency strengths and advisory approach.

Regional Expansion With headquarters in Hays and a Great Bend office, serving Kansas and surrounding states, and a revenue scale of 100-250M, there is potential to engage in multi-state insurance programs, regulatory-compliant solutions, and regional partnerships to accelerate growth; target industries with cross-border needs (agriculture, manufacturing, healthcare) and offer bundled personal and commercial lines to lock in clients.

Tech Modernization The current tech stack includes Microsoft 365 and ASP.NET; opportunity to introduce modern agency technology such as CRM-enabled lifecycle marketing, digital quoting, data analytics, and cyber security services to improve client onboarding, retention, and cross-sell effectiveness; propose integrated carrier marketplace and API-enabled quote automation.

Risk & Cyber Revenue strength positions Insurance Planning, Inc. to invest in proactive risk management offerings, particularly cyber liability, E&O, and risk control services for mid-market clients; partner with carriers and insurtech solutions to deliver value-added services and premium growth.

Independent Advantage As an independent agency with a long track record and personalized service, leverage this reputation to partner with regional SMBs seeking trusted advisors; develop a targeted sales playbook focusing on consultative insurance planning, personalized coverage reviews, and long-term relationships, while exploring co-marketing and referral partnerships.