Independent broker leverage As an independent agency representing multiple carriers (Acuity, Auto-Owners, Progressive, West Bend), there is a clear opportunity to upsell cross-sell across auto, home, and business lines to existing clients and prospects in Mauston and surrounding areas.

Small business potential With a focus on business insurance and a small team, target local small businesses for packaged coverage (liability, property, workers comp) and explore partnerships with local brokers to expand market reach.

Digital traction Active digital footprint using WordPress, Google Cloud, and modern UI components suggests capacity for online quote tools, content-driven lead generation, and improved customer self-service to convert digital inquiries into policy sales.

Competitive pricing Positioned on competitive pricing across auto, home, and business lines; leverage carrier diversity to tailor cost-effective solutions and win price-sensitive customers in the Mauston region.

Growth indicators Revenue range indicates meaningful scale for growth initiatives; focus on expanding agency reach, increasing cross-sell ratios, and implementing referral programs to accelerate revenue expansion.