Local Growth Multi-location agency with a history of expansion across Madison, Oneida, and Norwich presents opportunities to upsell tech, process automation, and data analytics services to modernize operations and support scalable growth.

Mid Market Potential Annual revenue in the $50M-$100M range and a team size of 11-50 positions Tanner Insurance as a mid-market client with needs for enterprise-grade insurance technology, CRM, and policy administration enhancements.

Digital Modernization Current tech stack includes WordPress, Shopify, and Microsoft 365 with hosting on DigitalOcean and standard security/cookies tooling, signaling opportunities for integrated marketing automation, cybersecurity hardening, and cloud-enabled collaboration tools.

Customer Experience Sells auto, home, business, and life insurance, suggesting cross-sell and upsell opportunities across lines, as well as digital onboarding and e-signature capabilities to streamline customer journeys.

Growth Enablement Public history of steady location expansion indicates potential demand for sales enablement solutions, data analytics, and vendor risk management to support scaling while maintaining service levels.