Digital modernization Current tech stack shows a functional but dated online presence with Weebly, Mustache and jQuery; there is an opportunity to modernize the website, implement a CRM, marketing automation, and lead capture to attract more local business and consumer insurance clients.

Cross sell optimization As a small independent agency offering business, home, auto, and life, there is potential to boost revenue per client by implementing a CRM-driven cross-sell program, bundled policy offers, and targeted renewal campaigns.

Local SMB focus With a lean team serving the Indianapolis Greenwood market, there is room to grow by targeting small and medium businesses with targeted BOP, workers compensation, and cyber insurance, supported by local partnerships and community outreach.

Cyber risk services SMBs increasingly require cyber liability and risk management; propose expanding the agency’s portfolio with cyber coverage and value added risk assessments to attract and retain business clients.

Tech Enablement A small staff and limited resources suggest adopting an integrated agency management system, CRM, and automation to streamline policy quotes, renewals, and carrier portal interactions, improving efficiency and client experience.