Multi-coverage access Leverage their access to over 20 insurance providers to position additional product lines beyond core Home and Auto, such as Commercial Insurance for small businesses or specialty lines (Boat, RV, Motorcycle) to cross-sell bundled packages.

Small business focus Target Small and Medium Enterprises for E-file tax services and insurance needs, offering combined tax compliance and essential insurance products to capture run-rate revenue from local businesses.

Local market footprint Emphasize community and local service strengths to win referrals from local networks; pursue partnerships with local lenders, car dealerships, and real estate agencies that service homeowners and renters.

Digital presence upgrade Current tech stack suggests opportunity to enhance digital lead generation and conversion through an optimized WordPress site, SEO for local insurance and tax services, and targeted PPC campaigns to increase inbound inquiries.

Growth and scalability With revenue in the mid single digits and a lean team, there is room to scale advisory and cross-sell capabilities; propose a growth plan focusing on higher-value policies and streamlined E-file tax offerings for households and small businesses.