Small firm footprint Target Dgp Miles Insurance as a boutique shop in Taunton with a lean team and potentially high service intensity. Upsell solutions that streamline operations and ensure coverage for digital channels given their current tech stack.

Revenue growth potential With reported revenue between one and ten million, there is likely room for cross-sell across personal, commercial, and specialty lines. Position scalable carrier options and advisory services to support growth while managing risk.

Tech enablement Current tech stack includes SiteCatalyst, Google Analytics, Microsoft 365, and web/mobile frameworks. Offer InsurTech integrations, data analytics, and CRM improvements to enhance client experience, marketing efficiency, and policy management.

Competitive landscape Operating alongside large brokers with sizable footprints, highlight the value of personalized service, niche markets, and rapid response capabilities. Propose partnerships or referral arrangements to capture mid-market opportunities.

Growth opportunities Consider expanding into advisor-led, industry-specific programs (e.g., small business, property & casualty, employee benefits) and digital marketing services to attract new clients, given their online presence and potential for scalable growth.