SMB Focus Target a small to mid-size agency profile with 2-10 employees in insurance services, emphasizing cost-effective coverage options and personalized service that scales for small firms.

Regional Growth Focus sales outreach on Maryland and nearby states (Southern Pennsylvania, West Virginia, Virginia, Washington, D.C.) where BDI operates, highlighting local market knowledge and state-specific coverage solutions.

Tech Enablement Leverage BDI's cloud and analytics footprint (Microsoft 365, Google services, analytics) to propose modernized, secure, and efficient operations, including data-driven policy management and customer experience enhancements.

Competitive Position Position as Erie Insurance aligned partner offering solid solutions at competitive pricing, emphasizing personalized service, rapid response times, and a boutique feel with big‑market backing.

Growth Signals Capitalize on potential cross-sell opportunities across Auto, Home, Business, Life, and Health lines, targeting existing customer segments for bundled policies and expanded coverage to increase account value.