Family and independence As a family-owned independent agency with a 38-year track record and strong client relationships, there is an opportunity to position McCarty Insurance as a trusted long-term partner for personal, family, and small business insurance needs.

Small to midsize footprint With 11-50 employees and revenue in the 10M-25M range, McCarty serves mid-market personal and commercial clients, suggesting upsell potential into comprehensive business packages, workers’ compensation, and multi-line policies for growing local businesses.

Comprehensive coverage The portfolio spans personal auto, motorcycle, sports vehicles, property, and business insurance, highlighting cross-sell opportunities across vehicle, home, condo, renters, and commercial lines to current clients and referral networks.

Tech stack opportunity Utilizing AWS, MySQL, Duda, and web tech indicates readiness for digital engagement; there is potential to enhance online self-service quotes, client portals, and digital risk assessments to attract new clients and improve retention.

Growth potential Revenue scale and independent distribution across a broad network of top-rated insurers present a path for targeted outbound campaigns to local businesses, real estate firms, and auto-focused segments, emphasizing bundled, rate-competitive solutions.