Independent Brokerage Unisource Insurance Associates operates as a large independent agency serving Southeast Wisconsin with access to top-rated national and regional carriers, indicating potential for cross-sell across personal, commercial, life, health, and employee benefits lines.

Mid‑Market Focus With 11-50 employees and a strong commercial and business insurance offering, target Unisource as a partner for mid-sized local businesses seeking tailored coverage, risk management tools, and bundled employee benefits.

Recognition Driver Recent Customer Service Representative of the Year award highlights a customer-centric culture, presenting an opportunity to leverage case studies and referrals in sales outreach to similar prospects seeking service excellence.

Technology Stack Current tech usage including WordPress, Shopify, Google tools, and analytics suggests readiness for digital marketing partnerships, website lead-gen optimization, and potential integration of digital quote or client portal solutions.

Revenue Potential With reported revenue of 50M to 100M and growth-oriented positioning as one of the region’s largest independent agencies, there is upside in expanding nationwide carrier access, specialized programs, and expanded employee benefits offerings for local businesses and affluent families.