Acquisition Opportunity The agency was acquired by Hub International in 2017, indicating a potential transition in carrier relationships, access to broader brokerage resources, and potential alignment with Hub's existing clients for cross-sell opportunities such as personal, commercial, and specialty lines.

SMB Insurance Focus With a mid-sized employee base and revenue in the $25M–$50M range, there is a clear market focus on small to mid-sized businesses and families, presenting opportunities for bundled commercial packages, risk management services, and franchise/ethos-aligned coverage solutions.

Technology Stack Utilizes WordPress, WP Engine, PHP, and modern web tooling, suggesting a Digital Growth posture. There may be opportunities to propose modern agency software, digital marketing automation, and data-driven analytics to improve client acquisition and retention.

Cross-Sell Potential As an independent agency with access to multiple carriers, there is potential to expand cross-sell of homeowners, auto, business, liability, and specialty lines to existing personal and commercial clients, leveraging Hub International’s carrier network.

Sustainability and Service Longstanding emphasis on customer service and risk management presents an opening to position value-added services like risk assessments, claims advocacy, and policy optimization as a differentiator to win more mid-market accounts.