Small practice reach Target Hatchett Insurance Agency as a boutique shop with 2-10 employees, presenting an opportunity to upsell tech, marketing, and cybersecurity solutions tailored to small, agile agencies.

Digital presence Leverage their web-enabled tech stack (WordPress, Google Analytics, React/jQuery) to propose modern web optimization, CRM integrations, and analytics-driven marketing services to improve lead capture and conversion.

Growing revenue With reported revenue in the 10M–25M range, offer scalable IT, data security, and cloud-based solutions that grow with the agency while maintaining cost efficiency for a mid-market footprint.

Competitive landscape Position solutions to help differentiate against large carriers by improving digital marketing, customer experience, and policy administration efficiency for a lean team competing with bigger players.

Expansion readiness Prepare for growth-focused services such as scalable practice management, underwriting automation, and value-added analytics to support onboarding additional brokers or expanding service lines.