Regional reach Independent agency with multi-state coverage (IL, WI and 15 other states) presents cross-sell opportunities to clients relocating or expanding, enabling you to introduce additional lines of coverage and leverage familiarity with the Stassen brand.

Legacy and trust Family-owned and long-tenured (since 1967) position can be used to build credibility for upselling comprehensive policies, bundled solutions, and value-based service enhancements to current customers who prioritize stability and tailored protection.

Revenue scale Mid-market revenue range (25M–50M) suggests potential for expanding existing carrier partnerships, increasing premium volume through added product lines, and proposing targeted growth programs for small to mid-sized accounts.

Independent network As an independent agency representing multiple carriers, there are opportunities to map client needs to diverse carrier portfolios, enabling cross-sell of specialty lines such as cyber, commercial auto, workers’ comp, and risk management services.

Digital readiness Limited public information on tech stack and recent news indicates openings for modern digital engagement, CRM-enabled lead nurturing, and data-driven risk assessment offerings to modernize client interactions and service delivery.