Small insurer Target Aragon Agency The for upscaling technology and security hardening to support digital customer onboarding, given their small team size and use of modern tech like HTTP/3 and HSTS.

Tech optimization Offer security and performance enhancements such as content security tooling, Google Workspace optimization, and Bootstrap-based front-end improvements to streamline client interactions and policy management.

Local focus Leverage their Albuquerque, NM footprint to propose regional partnerships, community-based insurance products, and localized marketing platforms tailored to New Mexico markets.

Cross-sell potential Position to introduce complementary financial and risk management services through partner carriers, given their insurance focus and lean headcount, enabling scalable offerings.

Growth readiness Highlight scalable IT and workflow automation solutions suitable for a 2-10 employee firm to support onboarding, policy administration, and customer service as they expand.