Heritage & Scale A Vermont-based, long-established agency with 11-50 employees and revenue in the 25-50 million range presents an opportunity to upsell technology, risk management, and executive-level services to a stable, mid-market client that values personal relationships and local expertise.

Tech Stack Leverage Existing technologies include WordPress, Shopify, Microsoft 365, Azure, Epic Systems and Citrix; leverage these in proposals for enhanced digital marketing, client portals, claims workflow automation, data analytics, and secure collaboration to improve efficiency and carrier integrations.

Risk Management Focus Strong emphasis on 24x7 claims service and in-house workers’ compensation risk management indicates opportunity to cross-sell loss-control programs, safety training, and proactive risk analytics to reduce claims costs for commercial clients.

Strategic Partnerships Recent partnership with Union Mutual signals openness to carrier collaborations; position as a conduit for expanded carrier relationships, additional product lines, and preferential terms for clients through joint marketing and bundled offerings.

Awards & Credibility Legacy recognition as Outstanding Business of the Year and Vermont Economic Conference involvement provide social proof; use case studies and satisfied-client stories to penetrate local markets, recruit mid-market clients, and differentiate from larger national firms.