Independent Advantage Valeri Agency is an independent insurance broker serving Wisconsin and Illinois with access to multiple top-rated carriers. This presents an opportunity to position cross-sell of bundled Auto, Home, and Business insurance with targeted offers from partner carriers to deepen wallet share.

Mid‑Market Focus With 11-50 employees and a mixed consumer and small business client base, there is potential to upsell commercial lines, workers’ comp, and liability coverage to existing business clients while leveraging a local footprint in Kenosha, WI.

Online Convenience 24/7 digital access and an emphasis on convenience suggests a sales play around digital customer journeys, self-serve quotes, and chat-enabled support to capture online leads and convert them into mid- to high-margin policies.

Tech Stack Signals Presence of Drupal, analytics tags, and Zendesk Chat indicates readiness for CRM-enabled outreach, retargeting, and personalized follow-ups. Leverage this to drive targeted campaigns and improve conversion rates.

Growth Readiness Revenues in the $25M-$50M range and a narrative of superior service imply capacity to scale partnerships, offer volume discounts to large clients, and pursue strategic alliances with regional businesses seeking dependable coverage and claims support.