Target Market Shift J.M. Patton Associates has extensive experience serving healthcare, legal, public sector, hospitality, and nonprofit industries, indicating strong expertise in specialized risk management. This presents opportunities to promote tailored insurance solutions that address the unique compliance and risk challenges of these sectors.

Geographic Expansion Potential Licensed across 23 states, the company demonstrates significant regional reach within the United States. There is potential for growth by expanding service offerings into additional markets where industries like healthcare and nonprofit organizations require dedicated insurance brokerage services.

Technology Integration Utilizing modern tools such as WordPress, Microsoft 365, and Google Tag Manager indicates openness to digital engagement. There is an opportunity to enhance online marketing and lead generation efforts through targeted digital campaigns and improved website engagement strategies.

Partnership Opportunities As a small firm with a personalized approach and access to a broad network of insurance markets, J.M. Patton Associates could benefit from partnerships with larger brokers or insurers looking to enter regional markets or expand their niche offerings.

Growth and Revenue With an annual revenue between one and ten million dollars, there is potential to upscale sales efforts by identifying mid-size organizations in industries served, especially those with complex risk profiles that require tailored insurance consulting and brokerage services.