Independent Agent Advantage Small independent agency tied to Erie Insurance with a local footprint in Honeoye Falls, NY. Potential upsell opportunities with Erie’s product suite and regional endorsements, leveraging Fiona Swaenepoel’s local relationships to cross-sell complementary coverages.

Digital Presence Website powered by WordPress and modern front-end tools. Opportunity to enhance digital marketing, SEO, and online quoting capabilities to attract new clients and convert more user traffic into policies.

Growth Readiness Revenue in the mid single-digit millions suggests room for scale with targeted commercial lines, personal lines expansion, and cross-sell of bundled packages. Potential partnerships with Erie’s enterprise solutions to broaden product penetration.

Leadership Track Owner-operator model centered on Fiona Swaenepoel with a long-standing industry background. Leverage her relationships and trust in the community to pilot new initiatives, referral programs, and agent-led workshops.

Market Positioning Competitive landscape includes large national carriers; emphasize local expertise, personalized service, and Erie’s customer satisfaction credentials to differentiate. Target small businesses and homeowners in upstate New York with tailored coverage options.