Independent Agency Advantage Leverage the independence and access to multiple carriers to position McKenzie-Price as a cost-efficient broker for clients seeking tailored coverage across Citizens, Auto Owners, Secura, CNA, Harleysville, Progressive, Titan, Travelers, State Auto and Accident Fund.

Mid-market Focus With 11-50 employees and revenue in the 25M-50M range, target small to mid-sized businesses that require scalable and competitive insurance programs, cross-selling property, casualty, and specialty lines.

Tech-Driven Outreach Utilize existing tech stack (Wix, WordPress, cart functionality, Microsoft 365, Bootstrap) to run targeted digital campaigns, lead capture, and quote-efficient experiences that appeal to digitally engaged buyers.

Growth Signals The agency’s solid revenue band and diverse carrier lineup suggest capacity to expand into new commercial segments or regions; propose partnerships or referral programs with carriers’ preferred niche markets.

Competitive Positioning Position as a nimble, client-centric alternative to large incumbents by emphasizing tailored policy design, fast turnaround times, and personalized service to win clients seeking custom coverage and local expertise.