Small-scale insurer Target the firm based in Raleigh with a small employee footprint (2-10) to position tailored SMB insurance and financial services solutions that emphasize personalized, high-touch service.

Mid-market potential With estimated revenue in the 10M-25M range, approach as a growing SMB with needs for digital modernization, carrier partnerships, and scalable coverage options that align with controlled growth.

Tech stack leverage Use their current technologies (WordPress, Fastly, jQuery ecosystem) to propose lightweight, secure, and fast customer experience enhancements, including streamlined online quotes and self-service portals.

Local market focus Emphasize Raleigh and surrounding areas to offer local industry knowledge, community-based risk insights, and region-specific insurance products that resonate with their client base.

Growth & partnerships Position value in strategic partnerships and technology integrations that support revenue growth, improved operational efficiency, and scalable customer acquisition as they expand.