Regional Coverage Rod Dunlap Insurance operates across Oregon, Washington, Arizona, and California, presenting a growing multi-state opportunity to upsell cross-state homeowners, auto, and business policies as they expand existing client relationships.

Mid-Market Revenue With annual revenue in the 25 to 50 million range, the firm shows scale and credibility that supports conversations about bundled commercial lines, higher-value personal policies, and enhanced risk management services to attract mid-market clients.

Small Team Agility A compact team of 2-10 employees suggests a high value on efficient vendor partnerships and outsourcing for tech, marketing, and data analytics to drive growth without dramatic headcount increases.

Tech Stack Familiarity Utilizing cloud, CDN, analytics, and CRM-friendly tools (S3, Cloudflare, Microsoft 365, Google Analytics) indicates openness to modernization; opportunities exist to propose scalable InsurTech integrations, analytics-driven underwriting, and enhanced digital customer experiences.

Growth Potential Serving multiple states with growth-ready positioning aligns with scalable marketing automation, partner channels, and value-added services (security, compliance, risk management) that can be sold as add-ons to existing lines or new product launches.