Market Niche Focus The Scheibner Agency specializes in providing personalized insurance and financial planning services to customers in the Midwest and South, presenting opportunities to target regional clients seeking tailored insurance solutions and estate planning.

Small-Scale Advantage With a lean team of fewer than one employee, the agency offers personalized, high-touch services, appealing to clients who prefer dedicated attention, and presenting avenues for boutique insurance and financial advisory opportunities.

Diversified Carrier Relationships The agency’s affiliation with Transamerica and multiple other carriers creates cross-sell potential for a variety of insurance and investment products, allowing for customized solutions that can attract clients with diverse financial needs.

Technology Adoption Using Apache technology indicates some level of digital infrastructure, which can be leveraged to enhance client engagement, streamline operations, and expand digital marketing efforts to reach a broader audience.

Revenue Growth Potential With an estimated revenue between one and ten million dollars, the agency has significant growth potential, especially through targeted outreach, expanding service offerings, and strengthening regional presence to attract new clients and larger accounts.