Small firm, broad scope Independent agency with 2-10 employees serving the Triad and offering group benefits, individual coverage, commercial lines, and payroll processing—potential upsell across benefits, payroll, and HR services to small and mid-market clients.

Durable local focus Longstanding North Carolina presence and Christian values position the firm as a trusted local advisor—opportunity to target local SMBs seeking high-touch, community-aligned insurance and benefits partners.

Diverse product mix Offers extensive benefit packages, multiple carriers, and payroll processing—cross-sell potential across employee benefits, life/AD&D, voluntary benefits, and payroll/HR outsourcing.

Digital footprint Uses Squarespace, Weebly and related tech; potential to modernize digital lead capture, improve online quoting, and enhance client self-service to scale sales without large headcount.

Revenue scale signal Revenue in the mid-range range for a small firm ($10M–$25M) with a lean team—indicative of strong client relationships; sales plays could focus on expanding average revenue per client through bundled solutions and annual renewals.