Independent Advisory Lillie-Couch Insurance operates as an independent agency representing multiple carriers (AAA, Travelers, Progressive), creating cross-sell opportunities across auto, home, farm, business, and life insurance for clients in Clear Lake and New Richmond.

Small Business Focus With a small team and business insurance offerings, there is potential to upsell bundled commercial policies, risk assessments, and workers’ compensation solutions to local small businesses in the community.

Local Market Serving a regional footprint in Wisconsin, emphasize localized needs such as farm and auto insurance for rural customers, enabling targeted campaigns and partnerships with nearby agencies or referral networks.

Growth Signals Revenue range in the low seven figures suggests room to expand digital marketing, client onboarding, and upsell cycles, leveraging existing tech stack (WordPress, Google Cloud, Analytics) to improve lead capture and conversion.

Tech-Driven Outreach Current tools indicate capacity for data-driven cross-sell initiatives and personalized communications; leverage AdRoll, Google Analytics, and social channels to identify gaps in coverage and propose bundled solutions.