Local SMB Focus Target their regional footprint in Ohio (Ada and Celina) with tailored auto, home, life, and business insurance packages that emphasize local risk factors and agribusiness needs.

Growth Potential Capitalize on a revenue range of 1M-10M by offering scalable commercial lines, farm insurance enhancements, and bundled personal lines to improve retention and expand premium opportunities.

Digital Enablement Leverage their current tech stack (WordPress, Shopify, Divi, AWS, Snowplow) to propose data-driven marketing, automated policy updates, and an integrated digital quote-to-bind workflow to boost lead conversion.

Competitive Positioning Position as a cost-effective, personalized alternative to national carriers by emphasizing local service, rapid claims support, and regional agribusiness expertise to win mid-market and farm insurance opportunities.

Cross-Sell Opportunities Identify cross-sell targets among auto, home, life, health, and farm lines, plus potential for small business and commercial packages to deepen wallet share with existing clients and attract new referrals.