(commercial and personal lines)
- ELITE achievement level performance
- 2025 gross revenue 1.15 million
- $7.9 million written and advanced premium - Allstate
- $1 million earned premium brokered business
- 4 full-time and 3 part-time licensed staff + telemarketer
- Tenured Financial Services Partnership
- 89% net retention; 5+ years: 91.87%
- Total adjusted paid loss ratio 41%
- 82% policy bundle rate
- Appointments in NH, ME, VT, MA, CT, RI...