Multi-Company Access Independent agency with access to 20+ carriers serving Greensboro, Winston-Salem, Jamestown, and Wentworth, enabling quick cross-sell of auto, homeowners, business, and life insurance to existing clients and local SMBs.

Piedmont Reach Strong regional footprint reaching over 1.7 million residents in the Piedmont Triad and North Carolina, presenting ample opportunities to expand existing client coverage and capture new business from local households and businesses.

Experienced Team Combined 250+ years of industry experience provides credibility for complex risk assessments and advisory sales, highlighting opportunities to upsell value-added coverages to mid-market and niche segments.

Digital Footprint Active tech stack including Shopify, Google Tag Manager, and SEO tools, indicating readiness for digital marketing, lead capture, and targeted campaigns to nurture prospects and convert them into new policies.

Revenue Scale Reported revenue in the upper mid-market range with a scalable platform and potential for cross-sell across personal, commercial, and life lines to both existing and new clients.