Marketing Automation Agency appears to rely on a Wix site with Google Analytics, indicating opportunity to deploy a dedicated marketing automation and lead management stack to boost inbound inquiries and conversion rates.

CRM and Operations With a lean team of 2-10, implementing a lightweight CRM and integrated policy workflow could streamline client servicing, enable cross-sell opportunities, and improve consistency across channels.

Security and Compliance Although reCAPTCHA and Google Cloud are in use, there is room to strengthen data security, regular backups, and simple compliance controls for customer data and policy documents, reducing risk for a small practice.

Regional Growth Based in Ishpeming, Michigan with SMB scale revenue, there are regional expansion opportunities into nearby towns and niche lines (auto, home, small business) supported by a local brand and partner relationships.

Tech Modernization Current tech stack includes Wix, Sirvoy, Bootstrap and Google Cloud; consider modern insurance tech integration, API driven systems, and a client portal for quotes, e-signatures, policy docs, and payments to improve efficiency and client experience.