Local focus DRD Insurance is a locally owned agency in La Habra, CA with a small to mid-size team, presenting an opportunity to upsell community and small-business insurance packages to nearby clients and referral networks.

Small to mid-market With 11-50 employees and revenue in the 10M-25M range, target mid-market personal and commercial lines, offering bundled policies, risk management services, and value-added programs to deepen wallet share.

Independent advantage As an independent agency emphasizing personalized service and relationship building, position cross-sell of diverse carriers and niche policies to meet unique client risk profiles in the small business and individual segments.

Tech-enabled Utilizes modern tech stack including AWS, Cloudflare, WordPress Multisite and analytics, indicating a reachable digital channel for marketing automation, quote flow optimization, and data-driven cross-sell campaigns.

Growth opportunities Revenue scale and market position suggest opportunities in expanding commercial lines, specialty coverage for local businesses, and partnerships or referrals with nearby large insurers to capture a broader client base.