Established Market Presence Sutter, McLellan & Gilbreath, Inc. has a long-standing history since 1953, indicating deep industry experience and potential client trust, making it an attractive partner for expanding insurance products and services.
Mid-Sized Stability With a staff of 11-50 employees and annual revenues between 100 million and 250 million dollars, the company demonstrates stability and operational scale suitable for targeted financial and insurance offerings.
Industry Specialization Focusing on commercial and personal insurance, as well as life and health coverage, the company presents opportunities for cross-selling customized insurance solutions to a diverse client base.
Digital Presence & Tech Stack The use of multiple online tools and cloud services suggests an openness to technological innovation, providing avenues to offer digital insurance products, portals, or data-driven risk management solutions.
Growth Potential As a regional agency with a substantial revenue base, SM&G is well-positioned for growth through strategic partnerships, premium expansion, or leveraging digital marketing to attract new commercial and personal clients.