Small agency niche Target Boehm Insurance Agency as a small agency in the insurance sector with potential interest in scalable solutions that support growth, digital presence, and efficiency without overhauling existing operations.

Digital footprint Leverage their existing tech stack (WordPress, Shopify, Google Fonts, PHP) to propose upgrading security, performance monitoring, and marketing automation that aligns with their web presence and customer acquisition efforts.

Security awareness Capitalize on KnowBe4 usage to offer enhanced cybersecurity training, phishing simulations, and risk management services to protect client data and carrier relationships.

Scalability need Position solutions that enable smoother onboarding, policy administration, and CRM integration as they expand, with emphasis on cost-effective tools suited for small teams.

Competitive positioning Provide differentiators such as personalized service, local market expertise, and flexible tech options to compete with larger carriers; propose partner programs or white-label marketing to boost visibility.