Independent Access Leverage JIG's independent agency model and access to hundreds of insurance carriers to position cross-sell opportunities across auto, home, life, health, and business insurance for existing clients and within local SMB networks.

Employee Benefits Focus Target small businesses and startups with Employee Benefit Packages expertise to expand group health, life, and ancillary offerings, leveraging JIG's specialization to win mid-market employer lines.

Personalization Advantage Highlight tailored policy selection and cost-effective coverage as a differentiator to attract price-conscious individuals and families seeking bundled multi-policy solutions.

Tech Enablement Utilize the tech stack and CRM capabilities (iCIMS, MySQL) to streamline lead management, policy recommendations, and cross-sell cadences toward existing clients and local business prospects.

Growth Potential Capitalize on a revenue range of 10M-25M with limited employee headcount to pursue digital marketing, referral partnerships, and community-based outreach to expand market share in the insurance space.