Market position Independent agency with a strong Southeastern North Carolina presence and a broad product suite for individuals and businesses, suggesting opportunities to upsell comprehensive commercial lines and risk management services to existing SMB clients.

Acquisition history Previously acquired by The Hilb Group in 2015, indicating potential for integration, cross-sell within a larger agency network, and access to THG’s client base and resources for bundled solutions.

Revenue potential Estimated annual revenue in the tens of millions implies a solid mid-market focus with room for expanding premium finance, captive-style programs, and value-added services to increase policy sizes and retention.

Tech readiness Utilizes modern tech stack including Adobe Experience Cloud, Azure DNS, DocuSign, and Mimecast, signaling receptiveness to digital sales motions, online quoting, e-signature workflows, and secure communications to accelerate new business.

Growth opportunities Historical footprint and competitive positioning against national brokers suggests targets for strategic partnerships, expanded risk management services, cyber insurance, employee benefits, and industry-specific coverage for growth sectors in the region.