Comprehensive Insurance Offering Burgess Insurance Agency provides a wide range of insurance and investment products, including business insurance, personal insurance, employee benefits, and retirement plans, indicating opportunities to cross-sell additional financial solutions.

Small but Growing With a small team of 2-10 employees and a revenue estimate between 25 and 50 million dollars, the company shows potential for growth and increased market share within the insurance sector.

Digital Presence Utilizing a tech stack that includes WordPress, MySQL, and Google Analytics, Burgess Insurance is leveraging digital tools to enhance customer engagement, presenting opportunities to introduce advanced digital marketing and CRM solutions.

Market Positioning As a smaller independent agency compared to industry giants, Burgess Insurance can benefit from tailored partnership or vendor solutions that support competitive differentiation and client acquisition strategies.

Revenue Opportunities Given the revenue range and niche focus, there are significant opportunities to expand the agency’s client base by targeting similar small to mid-sized businesses and individuals seeking specialized insurance and investment solutions.