Expansion footprint LassiterWare operates six Florida office locations and is one of the largest privately-held independent agencies in the U.S., indicating a strong regional presence and ongoing growth potential for cross-sell across commercial and personal lines.

Acquisition exposure Recent news cites LassiterWare’s connection to strategic moves through acquisitions and partnerships, such as with Acrisure and Midwest Planning, suggesting opportunities to engage in carrier partnerships, program access, and expanded product capabilities.

Financial scale Revenue is in the $250M–$500M range with a mid-size employee base, signaling capacity to invest in advanced tech, analytics, and embedded risk assessments while pursuing premium growth and new business channels.

Tech stack Utilization of WordPress, Shopify, Microsoft 365, Google Cloud and related tools indicates potential openness to modern cloud-based insurtech solutions, automation, CRM enhancements, and security/compliance upgrades.

Customer-first culture The strong founding slogan Serving You First and emphasis on reinvesting in resources to empower professionals suggests readiness to adopt customer-centric platforms, client self-service portals, and distribution channel improvements to improve client experience.