Integrated coverage Independent agency with a broad portfolio of personal and commercial insurance, including property, casualty, health, life, and disability. Potential cross-sell opportunities to existing clients across multiple lines to increase wallet share.

Specialized expertise In-house team of 50+ specialists covering niche areas such as antique and specialty vehicles and data and technology threat protection. Leverage these capabilities to win new business in risk-rich sectors and expand coverage for existing clients with advanced risk profiles.

Growth momentum Recent acquisition of Hockley & O’Donnell expands client base and regional footprint. Position to approach newly acquired firms and their clients for integrated insurance services and bundled solutions.

Tech-enabled Technology stack includes AWS, Drupal, Google tools, and analytics platforms. Use digital outreach and data-driven segmentation to target mid-market prospects and showcase modern, scalable risk management solutions.

Financial potential Revenue in the range of fifty to one hundred million dollars with a mid-sized employee base. Target mid-market and higher-risk accounts where comprehensive, multi-line programs and proactive service can drive efficiency and renewal stability.