Independent advantage Leverage DeWitt Insurance Agency’s independent agent model to position cross-sell opportunities for bundled financial and insurance products, highlighting competitive pricing and personalized coverage planning.

Small to mid market Target potential growth services for mid-sized regional agencies like DeWitt (11-50 employees) to expand digital infrastructure, cloud security, and customer analytics as they scale.

Tech footprint Capitalize on their tech stack including AWS, Cloudflare, Office 365, Hotjar and Datadog by offering integrated marketing automation, security hardening, and observability solutions that align with their current tools.

Revenue scale Position mid-range revenue opportunities (10–25 million) for performance marketing, data analytics, and compliance solutions that support growth while maintaining competitive insurance pricing.

Market positioning Exploit competitive positioning against large incumbents by offering cost-effective digital modernization, customer experience enhancements, and scalable services tailored to independent agencies.