Small independent agency Opportunity to upsell multi-line bundles and local small business insurance solutions to a tight-knit client base given the agency’s independence and personalized service approach.

Revenue scale With reported revenue in the $10M-$25M range and a lean employee count, there is potential to expand high-margin product lines such as commercial liability, workers comp, and specialty coverages to existing SMB clients.

Local market Located in Clackamas, Oregon, target nearby small businesses and homeowner associations with tailored Home, Auto, and General Liability packages, leveraging locality to win new clients through regional partnerships.

Agency profile As an independent, multi-line agency, there is an opportunity to position as a personalized concierge for complex risk needs ( builders, contractors, and families) to cross-sell between Home, Auto, and Commercial lines.

Growth signals The combination of a focused regional footprint and mid-market revenue points to room for strategic alliances with carriers and program partnerships to broaden product availability and drive new client acquisition.