Experienced Leadership With over a century of combined industry experience among its principals, Historic Square Agency demonstrates strong expertise in underwriting, claims handling, and sales, positioning it as a trusted partner for clients seeking comprehensive insurance solutions.

Diverse Market Reach Licensed across multiple states including Pennsylvania, New York, Ohio, Virginia, Tennessee, Illinois, North Carolina, and Maryland, the agency can expand its client base through targeted regional marketing and cross-state insurance offerings.

Mid-Sized Revenue Generating between $100 million and $250 million in revenue with a small team of up to 50 employees, the company has scope for scalable growth, potentially by adding specialized insurance products or expanding its client portfolio.

Technological Capabilities Utilizing a range of digital tools such as MySQL, JSON-LD, and jQuery, Historic Square Agency can leverage technology to improve customer engagement, streamline operations, and develop tailored insurance programs for niche markets.

Competitive Positioning Operating within a competitive landscape alongside large firms like Berkshire Hathaway and RE/MAX, the agency can carve out market share by emphasizing its personalized service, deep industry knowledge, and regional expertise to attract clients seeking local assurance.