SMB Insurance Focus Target a small to mid-size insurance agency with employee counts under 10 and revenue in the 10M-25M range, emphasizing tailored risk coverage, private client services, and scalable policy options that fit a lean operation.

Tech Enablement Leverage the company’s existing tech stack (WordPress, Zendesk, modern front-end tools) to propose integrated digital solutions such as streamlined policy management, customer support workflows, and data-driven underwriting enhancements to improve efficiency.

Growth Enablement Position expansion opportunities through partnerships that support growth in underwriting capacity, new product lines, or geographic reach, leveraging their decade-plus market presence and member-focused service approach.

Cost Optimization Offer services that reduce administrative overhead and claims processing costs, such as automation, IT modernization, and vendor consolidation, to help improve margins for a smaller agent network.

Competitive Positioning Highlight value propositions aligned with mid-market peers in the industry (e.g., The Hartford, USAA, Progressive) while underscoring specialized service for credit union members, which can be a differentiator in Niche insurance programs.