Longstanding Agency Established in 1991 with 30 years in the Gallatin Valley, the firm has deep local trust and ongoing client relationships, signaling a stable base for cross-sell opportunities in life, disability, and group insurance.

Small Team Reach 2-10 employees suggests a specialized, relationship-driven operation ripe for partnerships, carrier support, and multi-product solutions that can scale with referrals and white-labeled offerings.

Full Carrier Access Claim of access to most Montana carriers enables broad quoting and competitive placement, presenting opportunities to pitch comprehensive portfolio reviews, program efficiencies, and bundled group/employee benefits.

Revenue Scale Reported revenue in the 10–25M range indicates a mid-market presence with potential to expand in group benefits, retirement planning, and advisory services to grow premium across channels.

Digital Footprint Active tech stack including WordPress, analytics, and SEO tools offers a base for targeted digital outreach, content marketing, and lead generation programs to accelerate new client acquisition.