Acquired Assets Tri-Star Insurance Professionals was acquired by Hub International in 2017, suggesting potential integration opportunities, legacy client transition considerations, and cross-sell possibilities with Hub’s broader corporate and personal lines offerings.

Revenue Scale Annual revenue is in the mid range for a small independent agency (roughly $25M–$50M), indicating potential for growth through expanded product lines, cross-sell of higher-margin commercial coverages, and targeted carrier partnerships.

Small-Team Dynamics With a lean workforce (2–10 employees), there may be limited internal capacity for aggressive process improvement; however, this creates an opportunity to pitch scalable tech-enabled solutions, outsourcing models, and streamlined governance to accelerate growth.

Carrier Leverage As a full-service independent agency that works with many carriers, there is significant potential to propose enhanced program management, bundled SME/commercial packages, or specialty lines to optimize commissions and client retention.

Digital Presence Existing tech stack mentions basic web and Cloudflare services; there is room to offer modern marketing automation, CRM enablement, and digital quote tools to attract new business and improve conversion for both personal and business insurance.