Mid-sized revenue Target their mid-sized revenue range (50-100M) to tailor insurance solutions that balance coverage with cost efficiency, highlighting scalable plans for growth.

SMB focus Position services for small teams and local businesses given their 2-10 employee footprint; emphasize personalized claims support, local knowledge, and flexible policies suitable for lean operations.

Digital presence Leverage their tech stack and digital footprint (Open Graph, Google Fonts, jQuery, Hugo, Netlify) to propose digital-first insurance solutions, online quoting, and streamlined policy management.

Competitive landscape Differentiate with boutique agency advantages by comparing personalized service and faster response times against major players, offering bespoke coverage options often missing in large carriers.

Growth opportunities Explore cross-sell opportunities across personal and commercial lines for small businesses, plus risk management and loss prevention services to deepen client value and drive renewals.