Long-standing local presence Established in 1887 with a deep local footprint in Cassville and a second location since 2014, Willis Insurance Agency presents trust and continuity as a differentiator when approaching regional SMBs and residents seeking reliable, local insurance partners.

Mid-market revenue Reported revenue in the 25 to 50 million range indicates a solid mid-market portfolio, suggesting opportunities for cross-sell into adjacent coverage lines, bundled products, and value-added services to existing business clients and high-net-worth individuals within the service area.

Regional expansion Acquisition of Shell Knob Insurance Agency and dual-location strategy demonstrate growth capacity and customer base expansion potential, aligning with sales plays that target partnerships, agency alliances, and geographic coverage for product scalability.

Digital footprint Tech stack spanning Joomla, WordPress, Wix, Google Cloud, and Microsoft 365 shows a mixed but modern digital presence, implying opportunities to offer modernization, cybersecurity, cloud optimization, or unified communications to improve efficiency and customer experience.

Operational scale A staffing range of 11-50 employees coupled with legacy operations signals potential for solutions in HR tech, policy administration automation, CRM enhancements, and analytics to drive productivity, retention, andsales effectiveness across multiple offices.