Independent strength Leverage Shafer Insurance Agency’s independent agent model and access to multiple AM Best A+ rated carriers to position cross-sell opportunities across home, auto, and commercial lines for clients seeking competitive coverage and tailored policies.

Legacy and trust Capitalizing on the agency’s long-standing regional presence and multi-generational leadership to build trust with established customers, creating openings for upsell of higher-limit personal lines, bundled coverage, and enhanced business insurance programs.

Account-driven service Highlight the dedicated account manager model to offer proactive reviews, risk assessments, and policy optimization, enabling targeted renewal conversations and expansion into additional lines such as liability, workers compensation, and commercial property.

Mid-market focus With revenue in the hundreds of millions and a sizable local footprint, pursue mid-market business customers in East Tennessee, emphasizing customized risk management, specialized endorsements, and scalable coverage solutions.

Tech-enabled growth Utilize Shafer’s tech stack and digital presence to deliver targeted outreach, policy analytics, and seamless quote-to-bind workflows, offering digital onboarding, self-service options, and data-driven risk insights to potential clients.