Carrier Flexibility CPM is an independent agency representing multiple insurance carriers, enabling personalized coverage and policy bundling to increase client value across auto, home, and business lines.

Acquisition Footprint Ion Insurance Corporation acquired CPM in 2018 from Connex Credit Union, potentially opening cross-sell channels to Ion's customer base and the credit-union member community.

Growth Opportunity With a mid-sized revenue footprint and a lean staff, CPM has growth capacity through expanded carrier partnerships, more agency-driven sales, and regional expansion in Connecticut.

Tech Enabled Sales The current tech stack leans on WordPress, Google Analytics, and SEO tooling, presenting opportunities to implement CRM, marketing automation, and data-driven prospecting to drive more new quotes.

Advisory Edge CPM’s client-focused advisory approach positions it well to upsell value-added services such as risk management and tailored small business policies across personal and commercial lines.