Digital Modernization The agency's current web presence relies on Squarespace and standard security features, indicating an opportunity to offer a modern marketing tech stack (CRM integration, landing pages, analytics, and marketing automation) to boost online lead capture and client onboarding.

Carrier Partnerships With mid-size revenue and a regional footprint, there is potential to expand carrier partnerships and product offerings (professional liability, cyber, workers' comp) to cross-sell to SMB clients and grow premium income.

SMB Growth Focus Revenue and staff size suggest a strong SMB focus; target growth by offering tailored coverage bundles, simplified onboarding, and scalable service models to win more mid-market customers in the Illinois Midwest region.

Tech Stack Upsell Existing tech stack includes HR recruiting and web tech; propose integration of a modern insurance CRM, policy administration links, client portal, and data security enhancements to improve client experience and operations.

Security Compliance Cloudflare and security-conscious configuration point to a preference for secure digital operations; offer advanced cybersecurity insurance options for clients and security-focused tech services to strengthen risk management.