Acquisition Opportunity The recent acquisition of Battles Insurance Agency by OneDigital presents an opportunity to offer integrated HR, benefits, or financial services solutions to the combined client base, leveraging the expanded resources and broader service scope.

Niche Community Focus Battles Insurance has a strong local presence with over 60 years serving the Firelands area, indicating potential for localized marketing campaigns and customized insurance products tailored for rural or community-specific needs.

Expansion of Services The launch of Medicare Assistance demonstrates a readiness to expand into health-related insurance products, creating a sales window for complementary health and senior-focused insurance services.

Technology Engagement Utilization of digital tools such as Google Hosted Libraries and customer engagement platforms suggests openness to adopting or recommending advanced digital marketing, client management, and insurtech solutions to enhance efficiency and customer reach.

Growth Potential With revenue between 1 million to 10 million and a dedicated small team, there is significant scaling potential by aligning product offerings with the needs of local businesses and residents, focusing on cross-selling current auto, home, and new health insurance lines.