Mid-market focus Target mid-size commercial clients in Wisconsin and Illinois by leveraging DBI Insurance Services’ broad range of commercial risk coverage, emphasizing cost-effective pricing and local service to win small to mid-size businesses seeking personalized attention.

Lean scale With a small team and revenue in the 10M–25M range, position DBI as a boutique yet capable partner for growing startups and regional firms seeking agile service, fast quoting, and responsive claims handling.

Tech enabled Promote DBI’s tech stack (AWS, Joomla, Microsoft 365, live chat, analytics tools) as a differentiator for efficiency, online policy management, and transparent communication to tech-savvy buyers and digital-first brokers.

Local license depth Emphasize dual-state licensing (Wisconsin and Illinois) to attract businesses with multi-state exposure, offering seamless risk management across applicable jurisdictions and centralized point of contact.

Competitive positioning Highlight experience of 34 years and broad commercial capabilities at competitive prices, targeting businesses evaluating national carriers versus local independent agents for personalized service and pricing parity.