Mid-market niche Target the mid-sized, locally focused insurance providers segment, using Smathers Agency as a case study for small teams with scalable tech needs and growth potential.

Tech modernization Leverage their use of Microsoft 365, Azure, ASP.NET and analytics tools to propose security, cloud optimization, and digital transformation solutions that complement existing stack.

Growth potential With revenue in the multi-million range and a lean team, there is opportunity to upsell enterprise-grade solutions (CRM, data analytics, cyber resilience) to support expansion without disrupting agility.

Competitive landscape Position offerings by highlighting cost-efficiency, local expertise, and scalable services that align with peers’ revenue ranges while differentiating through personalized support.

Digital presence Given their reliance on Google Analytics and Search Console, propose SEO/SEM, website optimization, and data-driven marketing tools to improve customer acquisition and retention.