Small yet profitable Target Jay Newman Insurance as a lean IT services client with $1M-$10M revenue and 2-10 employees. Position scalable technology partnerships that maximize efficiency and cost savings without large enterprise commitments.

Digital marketing stack Leverage their use of Google Ads, WordPress, Adobe Experience Cloud, Constant Contact and Smartsheet to propose consolidated martech and ad tech solutions, including analytics, CRM integration, and automation to improve campaign ROI.

Cloud and collaboration Offer cloud and collaboration enhancements aligned with Microsoft 365 and Google Cloud usage. Suggest security, data governance, backup, and productivity tooling to support remote or distributed work for a small team.

Incremental growth fit Position incremental IT services to support growth in IT services and consulting, such as scalable support, managed services, and capabilities expansion that align with a growing client base and potential referrals from similar mid-market insurers.

Competitive landscape Highlight differentiators by offering practical, low-friction solutions that complement incumbents in the space (e.g., streamlined deployment, strong onboarding, and cost transparency) for a company operating in a competitive insurance IT ecosystem.