Mid-market focus Target Stokes Insurance Agency as a mid-sized independent broker operating in the Raleigh, NC area with an employee count of 11-50 and revenue in the tens of millions, indicating a scalable business ripe for carrier partnerships, technology upgrades, and back-office efficiency solutions.

Digital presence Leverage their existing tech stack (Shopify, JSON-LD, jQuery, Lightbox) and social touchpoints (Facebook) to offer digital marketing enhancements, website optimization, CRM integrations, and martech stack extensions to improve client acquisition and retention.

Growth potential With a revenue range of 25–50 million and a regional operation in Raleigh, there is opportunity to propose expansion services, analytics-driven underwriting support, and regional product customization to capture more SMB and personal lines shares.

Risk management Position solutions around cybersecurity, data privacy, and regulatory compliance for a multi-personnel agency, offering coverage for cyber liability, policy administration privacy controls, and secure hosting to align with industry standards.

Vendor collaboration Given the agency’s size and typical carrier partnerships, propose scalable agency management tools, ERP/portals integrations, and carrier onboarding support to streamline operations, quotes, and policy servicing across multiple carriers.