Operational Growth Recent leadership change with promotion to Director of Operations signals a potential touchpoint for process optimization and workflow improvements. Engage Lisa Brown or her executive team to discuss scalable workflows, policy administration efficiency, and technology enablement.

Tech Footprint Current tech stack includes MySQL, Apache, Windows Server, and WordPress with Divi, suggesting opportunities to offer modern insurance administration software, secure hosting, or data analytics services that integrate with existing systems.

Brand & Partnerships Past collaboration with a hospitality brand (Public House) indicates openness to community partnerships and digital marketing activations. Propose co-branding opportunities, affinity programs, or sponsored online events to raise awareness and drive referrals.

Growth Readiness Small company size (2–10 employees) combined with a formal leadership role change points to a potential need for scalable solutions, training, and onboarding support, as well as cost-effective tech upgrades suitable for lean teams.

Market Positioning Operating in a competitive insurance landscape with larger peers suggests a need for differentiators such as digital customer experiences, streamlined operations, and targeted small-business or local market offerings. Present value through efficiency gains and localized service.