Independent access As a mid-sized independent agency working with over 35 different insurers, Chapman & Hogan can price and tailor coverage across multiple carriers, presenting a broad set of options to prospects and enabling competitive quotes for both personal and commercial lines.

Personal and commercial focus The firm handles both personal property & casualty and commercial packages, offering a cross-sell opportunity to existing clients and a pathway to introduce bundled solutions that improve retention and increase average revenue per client.

Growth potential Revenue is in the mid-range of the agency spectrum with substantial scale implied by 50M–100M, signaling readiness for larger commercial accounts and opportunities to upsell mid-market businesses seeking robust coverage options.

Technology leverage Utilizing a modern tech stack (iCIMS, WordPress, Microsoft 365, Heap, and analytics tools) indicates potential for streamlined outreach, data-driven renewals, and targeted marketing to expand client acquisition and retention efforts.

Market positioning Operating in Sunset Hills, Missouri with a strong independent-agent value proposition positions Chapman & Hogan to target local SMBs and homeowners, offering competitive pricing, multi-quote transparency, and coverage clarity as differentiators.