Insurer-savvy Founder Leverage the founder's deep domain expertise in insurance through Dean Westover’s 40 years at Westover Insurance to tailor solutions for agencies and carriers, highlighting credibility and proven workflow improvements.

Strong Agent Base Target the 15,000+ property-casualty agents and multiple Fortune 500 risk departments already using Choices, focusing on cross-sell of advanced form management, real-time client data access, and mobile-friendly features for on-the-road operations.

Mid-market Focus Position as a cost-effective, scalable option for mid-market brokerages and insurer departments, differentiating from larger ERP players by agility, lower total cost of ownership, and specialized insurance forms support.

Tech Stack Fit Emphasize compatibility with existing tech stack (WordPress, PHP, Chart.js, Tomcat/Nginx) and openness to integrations, enabling smooth onboarding and quick ROI demonstrations for IT and procurement teams.

Growth Momentum Capitalize on revenue range and growth signals by offering configurable product lines, partner channels, and flexible deployment (on-premises or hosted) to accelerate adoption among growing agencies seeking modernization.