Local independent agency Established in Crisfield since 1939, Tawes Insurance presents a trusted local footprint with potential cross-sell opportunities to homeowners, auto, boat, and flood coverage in a community-focused market.

Small team scale With a lean staff of 2-10, there is potential to partner on digital marketing, automation, and customer onboarding solutions to boost efficiency, customer retention, and upsell across lines without heavy organizational disruption.

Diverse product mix Offering home, auto, boat, business and flood insurance indicates opportunities for bundled policies, premium finance solutions, and cross-sell campaigns to increase average revenue per customer.

Mid-range revenue Reported revenue in the $1M-$10M range suggests room to introduce scalable tech, CRM, and analytics tools to optimize pricing, underwriting, and lead conversion as the agency grows.

Tech stack readiness Existing use of WordPress, MySQL, and Microsoft 365 indicates openness to digital modernization, website lead optimization, and secure cloud workflows to improve customer experience and data-driven sales.