Established regional presence Assure America is the largest independent insurance agency in the Ohio Valley with operations across West Virginia, Ohio, Pennsylvania, Kentucky and nationwide reach. Opportunities: cross-sell to multi-state commercial and personal lines clients; leverage regional reputation to expand in adjacent markets.

Stable revenue base Revenue is in the range of 50M to 100M with a mid-sized employee base (11-50). Opportunities: target mid-market accounts seeking stability and comprehensive coverage solutions; introduce scalable carrier partnerships and efficiency tools to support growth without large headcount increases.

Awards and recognition History of Erie Insurance Elite and Giving Network awards signaling strong carrier relationships and community reputation. Opportunities: partner on exclusive programs, loyalty-driven renewals, and joint marketing to attract risk-aware clients seeking trusted agents.

Tech and marketing footprint Tech stack includes Google Ads, DoubleClick Floodlight, Cloudflare, Epic Systems and Google tools. Opportunities: offer digital marketing optimization, data-driven underwriting support, and integrated insurtech solutions to improve lead conversion and policy administration efficiency.

Sustainability and ethics focus Corporate culture emphasizes protection, education and ethics. Opportunities: position as a partner for risk management education initiatives, compliance and ethics-aligned client programs, and services that help clients improve resilience and governance.