Independent Agency Advantage The company operates as an independent insurance agency with access to multiple carriers, presenting an opportunity to position cross-sell of additional PPE or business coverage packages and leverage carrier relationships to expand product lines for clients in Spokane.

Local Market Focus Based in Spokane with a focused regional footprint and a modest employee base, there is potential to upsell specialized local coverage solutions (home, auto, business owner, and workers’ comp) to existing clients and nearby SMBs in the Pacific Northwest.

Experience Trust With over 90 years of combined team experience and a customer-service-centric approach, emphasize high-touch service and risk advisory offerings to win higher-value policies and renewals from mid-market customers seeking stability and personalized support.

Revenue Range Clarity Current revenue range of 10–25 million indicates a solid mid-market footprint; target opportunities could include MSP, cyber liability, and commercial lines expansions to grow premium per client while maintaining service integrity.

Tech Stack Gaps The tech stack includes web-focused and marketing tools but lacks modern CRM or data-driven prospecting platforms; deploying or integrating sales enablement and CRM analytics could improve pipeline capture, targeting, and cross-sell effectiveness to drive incremental revenue.