Trusted, family-owned SMMA is a second-generation, family-owned insurance agency that emphasizes trust and long-term relationships with clients, presenting an opportunity to leverage its stability and personalized service in cross-selling across personal and commercial lines.

One-stop solutions The firm promotes comprehensive coverage across personal, auto, workers’ compensation, health, and life insurance, suggesting sales potential in bundled policies and cross-selling to existing clients as their coverage needs evolve.

Carrier relationships Long-standing carrier relationships enable SMMA to combine policies for better rates, indicating a value proposition for mid-market businesses seeking consolidated coverage with favorable premiums.

Mid-market focus With a revenue range of 50 to 100 million and a workforce of 11-50, SMMA appears positioned to target small to mid-sized enterprises, offering opportunities to upsell risk management services and employee benefits.

Growth potential Tech stack and online presence (including SEO and modern web tools) combined with a scalable service model suggest opportunities to introduce digital quoting, streamlined onboarding, and expanded health and benefits solutions.