SMB Insurance Focus Target Eastside Insurance Agency as a small to mid-sized broker in Portland to expand digital marketing, lead generation, and agency management solutions tailored for 2-10 employees with potential for growth.

Tech Stack Leverage Leverage their current technology footprint (AWS, WordPress, Google Analytics, Microsoft 365) to propose integrated security, cloud-based CRM, and analytics enhancements that align with an insurance broker operating on a lean team.

Digital Presence Enhance online visibility and client acquisition through SEO, content marketing, and oEmbed-enabled assets on their WordPress site to improve inbound leads and local search rankings in Portland.

Competitive Benchmark Position services against multinational insurers by highlighting cost effectiveness, personalized service, and regional expertise that appeal to a small local agency competing with large brands.

Growth Opportunities Offer scalable solutions for onboarding, workflow automation, and client engagement that support future hiring and revenue growth within the $25M–$50M range, while maintaining lean operations.