Regional Focus Target local small to mid-sized insureds in Sampson, Cumberland, and Johnston Counties leveraging Lockamy Tek's regional presence and long-standing community footprint.

Growth Readiness With revenue in the mid tens of millions and a lean employee base, there may be opportunities to upsell risk management, cyber insurance (given tech stack), and SMB coverage as they scale.

Technology Footprint Current tech stack includes secure web and analytics tooling; position complementary insurance tech solutions, digital underwriting, and client portals to enhance efficiency and customer experience.

Cross-Sell Potential Leverage connections to local businesses and families to propose bundled insurance products across personal, commercial, and specialty lines to increase wallet share.

Compliance and Security Emphasize solutions that bolster regulatory compliance, data protection, and secure communications aligned with their OpenSSL, Apache, and enterprise security posture.