Family-operated Family-owned agency with deep local roots in Campbell, CA, offering a personal touch that can be leveraged to cross-sell and upsell both commercial and personal lines to existing clients and their networks.

Personal lines focus Scott Rule leads personal lines; opportunity to target individual clients for homeowners, auto, and umbrella policies, while leveraging cross-sell to commercial clients they already serve.

Workers comp niche Keith Rule specializes in workers compensation, suggesting a ready-made entry point for risk management services and WC premium solutions for small to mid-market employers in the region.

Small but ambitious With a lean team and revenue in the lower mid-range, there is potential to expand product offerings, add service capabilities, and pursue digital marketing to attract SMB clients seeking bundled insurance solutions.

Local market fit Established presence since 2006 in Campbell with long-tenured leadership; position to win by targeting nearby SMBs with tailored commercial packages and local trust signals.