Independent Advantage Leverage their independent agency model representing multiple carriers to position cross-sell opportunities across auto, home, and specialty insurance products for existing customers.

Strong Local Presence capitalize on a decade-long community footprint in Saint Petersburg to target local SMBs and individuals seeking personalized coverage with quick compared-to-market service.

Experience & Trust With over 32 years of combined industry experience and a customer-centric motto, use testimonials and local referrals to unlock premium growth and expand premium per client.

Tech Stack Utilize their digital tools (iCIMS, consent management, PHP-based platforms) to streamline onboarding and marketing automation for prospect nurturing and lead conversion.

Revenue Growth Potential Revenue range of 10M-25M alongside growth trajectory suggests targeting strategic partnerships, carrier negotiations, and bundled offerings to lift margins and capture market share from larger players.