Client-centric focus Target mid sized insured and financial services firms that prioritize personalized service and relationship building, similar to Highstreet’s emphasis on client care and asset protection. Upsell opportunities around advisory services, risk management, and comprehensive financial planning to deepen client relationships.

Tech enablement Leverage their existing tech stack and cloud infrastructure to propose value-add IT security, compliance, and analytics solutions that integrate with AWS, Google services, and Office 365 to improve data protection, user training, and operational efficiency.

Growth potential With revenue in the mid range and a lean to mid-size employee base, there is room for scalable solutions such as advanced CRM, marketing automation, and customer engagement platforms that support growth without overwhelming the organization.

Security and training Given KnowBe4 usage, position security awareness training and phishing defense as a core offering, expanding into layered cybersecurity services to protect client data and reinforce regulatory compliance for both the agency and its clients.

Revenue expansion Cross-sell additional product lines and carriers to diversify offerings beyond insurance. Propose bundled financial services and retirement planning capabilities to capture more wallet share from existing clients and win larger contracts.