Mid-market Insurance Target mid-sized insurance providers with the needs and capabilities similar to Mader Bagley Insurance, focusing on regional players with 11-50 employees to tailor scalable cloud and digital marketing solutions.

Digital Advertising Footprint Leverage their existing tech stack including Amazon Advertising, The Trade Desk, Reddit Ads, Google Cloud, and AWS to offer integrated ad operations, performance analytics, and cross-channel attribution improvements.

Cloud and Data Propose modernization and cost optimization services around their cloud usage (AWS, Google Cloud) plus data analytics to enhance underwriting insights, customer segmentation, and risk modeling for better pricing decisions.

Growth Readiness With revenue in the multiple tens of millions and a lean staffing profile, present scalable CRM, marketing automation, and sales enablement platforms to support expansion while maintaining efficiency.

Competitive Positioning Position as a partner to smaller-tier players in a market dominated by large incumbents; highlight value of targeted regional growth, digital marketing optimization, and flexible outsourcing to improve market share.