Independent Agency Target the firm as an independent insurance agency serving small to mid-sized clients in Rhode Island, leveraging their stated goal of offering a variety of products and building trusted client relationships to propose bundled coverage packages and cross-sell across personal and business lines.

Small to Mid Market With 11-50 employees and revenue in the 100M–250M range, position for mid-market commercial clients and local businesses seeking personalized service, stability, and access to a curated set of coverage options through preferred carriers.

Technology Stack Highlight opportunities to bolster digital engagement and security using AWS, Route 53, Mailgun, and KnowBe4 to improve client portals, email risk management, online quoting, and staff training; propose modernized digital marketing and client onboarding services.

Growing Needs Given their growth trajectory and emphasis on risk planning, present risk analysis, cyber liability, and business interruption coverage as priority add-ons for commercial clients, along with enhanced claims advocacy and routine policy reviews.

Competitive Position Position against large national players by emphasizing local market knowledge, personalized service, and long-term customer relationships; offer consultative sales approaches, loyalty programs, and scalable coverage options tailored for Rhode Island markets.