Digital Marketing Gebhardt operates a WordPress site on the Genesis framework with modern front-end tooling. They could benefit from a managed website service that handles security, performance, search engine optimization, and lead-generation integration.

Data Analytics There is potential to enhance data visibility through analytics and dashboards, with data integration from MySQL sources into a centralized view for reporting, customer insights, and decision support.

Security & Compliance With customer data handling in the insurance space, prioritizing cybersecurity, multi-factor authentication, ongoing employee training, and disaster recovery planning would mitigate risk and support regulatory compliance.

Insurtech Integrations The agency may benefit from partnerships offering policy administration and CRM integrations, e-signature, and digital workflows to improve client experience and expand service capabilities.

Managed IT Given a small team, outsourced IT support, cloud hosting, data backup, and email security services could reduce downtime and free internal resources for growth initiatives.