Small Independent Agency Willey Insurance Group is a small independent agency (2-10 employees) in Mesa, Arizona, serving auto, home, business, life and health insurance. Opportunity: position it as a partner for scalable coverage bundles and personalized service to neighboring SMBs and residents in the Phoenix metro area.

Local Market Targeting With coverage across Gilbert, Queen Creek, Mesa, Chandler, Tempe, Apache Junction, and Gold Canyon, there are opportunities to cross-sell to existing personal lines customers and expand into small business/commercial policies for local trades, contractors and home-based businesses.

Independent Advantage As an independent agency representing multiple insurers, Willey can tailor competitive pricing and coverage. Sales plays can emphasize policy customization, wellness and risk management add-ons, and loyalty discounts to attract price-sensitive and value-seeking customers.

Digital Footprint Current tech stack includes WordPress, WooCommerce, and RSS with modern web delivery. Leverage digital marketing partnerships, quote tools, and content to capture SMB and consumer leads in Arizona, while highlighting ease of switching and transparent pricing.

Revenue Growth Signals Reported revenue in the $10M-$25M range suggests a solid regional footprint with potential for growth through expanded product lines, targeted cross-sells (life/health for individuals and workers’ comp for small businesses), and strategic partnerships with lenders, mortgage brokers, and local associations.