Niche focus Target small businesses in amusement venues, taverns, restaurants, and auto dealerships served by the insurance specialist with expertise in amusement rides and devices. Leverage the specialty background to position tailored coverage packages that address unique risk profiles for hospitality and entertainment facilities.

Local leadership Capitalize on leadership roles and community involvement in Canal Winchester and diabetes advocacy to build local trust and referral networks. Propose partnerships with chambers of commerce and related non-profits to generate inbound interest from small business owners in Columbus and surrounding areas.

Personalized product Emphasize ability to service property, casualty, life and health, and surplus lines for smaller operations with multi-state licensing. Offer bundled solutions and flexible markets to compete with larger national insurers on price and tailored terms for small, high-touch clients.

Growth signals Revenue range indicates a mid-market potential with room for expansion through digital channels and consultative selling. Propose a scalable digital outreach plan (ad, content, and CRM workflows) to convert local prospects and expand to regional operators in Ohio and neighboring states.

Tech & trust Leverage existing tech stack and WordPress presence to enhance online lead generation and education around risk management for amusement and hospitality sectors. Offer value-added content and free risk assessments to capture SMB inquiries and convert them to policyholders.