Regional Presence Independent insurance agency with multiple Pennsylvania locations serving York, Adams, and surrounding counties, plus Maryland areas. Opportunity to cross-sell to existing local clients and expand footprint through partner carriers or broker/network referrals.

Erie Partnership Longstanding Erie Insurance agency with a broad product mix (auto, home, life) and over 12,000 policies. Potential to upsell bundled coverages, leverage Erie’s products for cross-sell opportunities, and deepen client loyalty through bundled pricing.

Policy Scale Revenue in the mid-market range with 10M–25M in annual revenue and a lean employee base. Potential to scale services through automation, digital offerings, and targeted prospecting of mid-market households and small businesses seeking comprehensive protection.

Market Focus Serving diverse counties in PA and parts of MD with emphasis on personal lines. Potential sales angle includes targeted regional campaigns, community-based events, and partnerships with local businesses to capture nearby insureds seeking competitive rates and superior claims handling.

Growth Opportunities As an established Erie agency with a strong local presence, there is potential to expand product lines (life, added riders, caps), leverage referral networks, and pursue digital marketing to attract new policyholders while maintaining high service standards.