Longstanding presence Oakes Agency is the oldest insurance agency in West Michigan with a stable local footprint in Grand Haven, Spring Lake, and Ferrysburg. This heritage can be leveraged to build trust with mid market clients seeking reliability and a proven record.

Mid-market focus With a revenue range of 50M to 100M and a 11-50 employee base, target mid-sized businesses in the region that require comprehensive coverage and local expertise, offering package deals and loyalty programs.

Digital modernization Tech stack includes WordPress, Wix, MySQL and modern security practices (Sentry, HSTS, HTTP/3). Position value by highlighting streamlined online quoting, faster claims, and secure digital interactions to attract tech-savvy SMBs.

Competitive positioning Operating in a space with global players and large regional insurers, emphasize local service, quick responsiveness, and personalized risk assessment to win SMB accounts that prioritize local relationships over scale.

Growth opportunities Leverage the established brand and local presence to pursue cross-sell opportunities across property, casualty, and specialty lines, while exploring partnerships with regional brokers to expand reach.