Diversified Carrier Mix Moore Insurance Group partners with over 15 carriers including Erie, Travelers, The Hartford, Progressive and Aflac, indicating a strong cross-sell opportunity to upsell additional coverage lines and tailor risk management programs for personal and commercial clients in multiple states.

Revenue Scale With annual revenue in the range of 50 to 100 million, the agency has substantial buying power and potential for premium growth through expanding client portfolios, cross-selling to existing customers, and introducing high-margin specialized coverages.

Regional Footprint Serving clients across New York, Ohio, Pennsylvania, Florida and North Carolina presents a multi-state expansion potential, including targeting state-specific commercial lines, workers’ comp, and property policies to increase share of wallet.

Tech Modernization Utilizing platforms like EZLynx, AWS, Microsoft 365, and Google Tag Manager suggests openness to data-driven sales enablement, digital quoting enhancements, and centralized CRM-driven outreach to improve conversion and retention.

Growth Readiness A mid-market profile with 11-50 employees and a dedicated team of five agents signals capacity for scalable solutions, risk management services, and bundled offerings to mid-sized commercial accounts seeking comprehensive coverage.