Established Client Base Stoddard Insurance Agency serves over 500 business and personal clients, indicating a strong existing customer network that can be leveraged for cross-selling additional insurance products such as health, life, or auto coverage.

Niche Expertise With over 35 years specializing in health insurance and holders of advanced designations like CLU and LUTCF, the agency has deep expertise, presenting opportunities for partnerships or referrals focused on comprehensive personal and business insurance solutions.

Bilingual Service Fluent in Spanish, the agency can target Hispanic-speaking communities and businesses, expanding outreach efforts and enhancing service offerings in diverse markets.

Technology Utilization The agency’s use of computerized quote services indicates a capacity for digital engagement; introducing advanced online quotes or policy management tools could attract tech-savvy clients seeking streamlined insurance processes.

Growth Potential Operating in a competitive industry with revenue between $10M and $25M and a small team suggests potential for upselling to existing clients and expanding service lines to capitalize on the agency’s reputation and experience.