Longstanding local footprint Established since 1875 serving Southwest Ohio with a large presence in Miami County, presenting a solid base of local clients and potential cross-sell opportunities within the community.

Independent carrier access As an independent agency representing multiple carriers, there is a strong sales angle to position competitive commercial, home, auto, and specialty lines to existing business and new prospects seeking best market value.

Diverse product suite Offerings span home, auto, business, farm, life, health, and employee benefits including long-term care, enabling cross-sell and bundling strategies to increase account depth and retention.

Digital maturity Utilizes modern tech stack including WordPress, Webflow, Azure, Google Analytics, and iCIMS, which can be leveraged to optimize lead generation, customer experience, and data-driven upsell campaigns.

Scale and growth potential Revenue in the mid-range and a sizable local team imply capacity to target regional SMBs for bundled commercial and benefits packages, plus opportunities to expand digital marketing and referral channels to accelerate growth.