Independent family McCarty Insurance Agency is a long-standing, family-owned independent agency serving personal and commercial clients since 1984, indicating strong client relationships and potential for cross-selling across personal lines and small business.

Central Valley focus With affordable insurance solutions across the Central Valley and access to a vast network of top-rated carriers, there is opportunity to position McCarty as a local advisor for multi-line coverage and preferred partner for regional businesses seeking competitive options.

Diverse coverage The agency markets comprehensive offerings including auto, motorcycle, sports vehicles, property, and business insurance, suggesting avenues for bundling personal and commercial policies to increase average policy value and retention.

Tech & marketing Current tech stack includes web utilities and CMS tools; leverage digital marketing and client portals to improve lead capture, policy servicing experiences, and cross-sell opportunities through data-driven campaigns.

Growth signals Revenue is in the multi-million range with a mid-sized employee base; target growth through expanded commercial lines for local SMBs, industry-specific packages, and referrals from existing personal lines to boost wallet share.