Independent Agency Position Leverage their status as a leading independent agency representing multiple A-rated carriers to position cross-carrier programs, bundled auto/home/owners, and cross-sell life and commercial lines to existing clients.

Mid Market Growth With 11-50 employees and revenue between $10M-$25M, target expansion into small to mid-sized commercial accounts in Tampa Bay and surrounding areas, offering tailored commercial insurance packages.

Digital Engagement Utilize their current tech footprint (Google Analytics, Search Console, Facebook) to run targeted digital campaigns for new business, optimize lead capture on the website, and retarget prospects who visit carrier program pages.

Cross-Sell Opportunities Capitalize on multi-line capabilities (Auto, Homeowner’s, Life, Commercial) to build multi-policy incentives and bundled discounts for existing personal lines clients who may need commercial coverage or life protection for business owners.

Carrier Relationships Highlight the breadth of carrier relationships to prospective SMB clients seeking diverse options and competitive quotes, and to carriers seeking distribution growth in the Tampa Bay region.