Expansion Through Acquisition The recent acquisition of Morris & Templeton by Alkeme Inc. indicates a growth trajectory and increased market presence in the Southeast region, providing an opportunity to offer tailored insurance and financial solutions that align with their expanded footprint.

Mid-Market Focus With annual revenue estimated between 25M and 50M and a team of 11-50 employees, Morris & Templeton serves a sizable client base of over 5000 individuals and businesses, suggesting potential for customized insurance products and cross-selling services to similar mid-market clients.

Independent Agency Model As an independent agency representing multiple insurers, Morris & Templeton is an ideal partner for providing a range of flexible, competitive insurance options, making them receptive to solutions that enhance agent efficiency and client engagement.

Digital Engagement Opportunities Utilizing platforms like WordPress and digital tools, Morris & Templeton is positioned to adopt innovative tech solutions, such as customer portals or automation systems, to improve client communication and streamline operations.

Regional Market Expertise Operating locally in Savannah since 1981, Morris & Templeton has deep regional market knowledge and a loyal customer base, creating opportunities to introduce new insurance products and digital marketing efforts to expand their market share further.