Small Employer Focus Savoy Insurance Group is a small independent agency serving Ohio with a diverse product lineup. This presents a targeted opportunity to upsell bundled commercial and personal lines to small businesses and households in Lorain County and surrounding areas.

Cross-Sell Potential The range of products includes commercial packages, contractor’s bonds, home, auto, life, and annuities. This enables a cross-sell approach to existing SMB clients and affluent individuals for comprehensive risk protection and financial planning services.

Tech-Driven Outreach Existing tech stack indicates familiarity with digital channels (WordPress, Mailchimp, Gravity Forms, AWS) which can be leveraged for targeted email campaigns, lead capture, and online quote flows to generate new business.

Financial Footing Revenue range of 25 to 50 million and a two-to-ten person team suggest lean operations with potential for scalable partnerships, captive program opportunities, or white-label BPO support to expand capacity and service offerings.

Market Positioning As a long-standing Ohio insurer with broad product lines and independent agency status, Savoy is well-positioned to differentiate through localized risk insights, competitive pricing, and personalized service to win mid-market and high-touch accounts.