Local Focus Strong Washtenaw County presence with two agencies and long-standing community ties; opportunities to deepen cross-sell of both business and personal lines to local businesses and residents.

Independence Advantage Independent agency model highlighting access to multiple carriers; potential to position as broker of choice for mid-market clients seeking tailored coverage and competitive pricing.

Family Legacy Owner-led with 25+ years at Thayer Innes and a history dating to 1921 through Freeman Bunting; leverage story for relationship-based sales and referrals within the local business ecosystem.

Growth Opportunities Recent acquisition of Freeman Bunting suggesting scalable operations; potential to offer expanded coverage options, bundled packages, and enhanced service capabilities to existing clients.

Digital Presence Active tech stack and social channels; use digital engagement to generate leads, showcase carrier options, and streamline prospect education for small to midsize businesses and high-value personal lines.