Local trust engine An established local heritage and a client base of over 5,000 families and businesses create a strong platform for cross-selling property & casualty, health, life, and employee benefits while generating referrals.

Independent advantage Representing more than 20 major insurers allows JP Perry Insurance to tailor coverage and pricing for small to mid-sized businesses, conveying a compelling alternative to captive carriers.

Employee benefits growth With capabilities in health and employee benefits, target SMBs needing group plans; prospect to bundle benefits with P&C for a comprehensive, multi-line offering.

Commercial expansion There is room to broaden commercial lines, offer risk management and advisory services, and deepen relationships with local businesses seeking end-to-end insurance solutions.

Digital growth Leverage existing tech stack and digital marketing capabilities to generate targeted leads, improve quoting efficiency, and demonstrate a data-driven approach to pricing and coverage for SMB clients.