Longstanding presence Family-owned and third-generation run with a 100-year history and multiple Wisconsin locations, indicating stability and deep local market relationships that can be leveraged for cross-sell opportunities across business and personal lines.

Scale and reach Mid-market agency with 51-200 employees and over 70 staff, plus eight southern Wisconsin locations, suggesting capacity to handle larger policy portfolios, bundled coverage, and complex risk management services for regional clients.

Diversified services In-house bond insurance, dedicated claims specialist, and risk management team create up-sell potential for specialty lines, E&O, bonds, and proactive loss control services to existing commercial clients.

Acquisition history Acquired by SeemanHoltz in 2019, indicating potential integration pathways and appetite for strategic partnerships or channel partnerships to expand market presence and product offerings.

Tech stack readiness Adoption of Applied Epic and related platforms signals a tech-forward operations base, enabling data-driven sales outreach, streamlined policy management, and efficient onboarding for new commercial accounts.