Digital Modernization Current digital presence relies on Weebly and Blocksy WordPress with basic analytics. Opportunity to modernize with a unified CRM, marketing automation, and an optimized online quote and application flow to improve lead capture and conversion, supported by integrated event tracking from Snowplow and Google Analytics.

Cross Sell Optimization With a mix of personal and commercial lines and mid-market revenue, there is a strong opportunity to increase wallet share by data driven cross-sell campaigns targeting local business customers and multi line bundles, using existing analytics to identify who to target and which products to bundle.

Local Growth Partnerships Leverage the Saginaw, Michigan presence to forge local partnerships with SMBs and service providers, expanding commercial coverage and referral networks, complemented by enhanced local search visibility and Google Maps optimization.

Tech Stack Upgrade The current stack shows legacy PHP and website builders; propose upgrading to a modern, integrated platform that combines CRM with policy administration to streamline quotes, underwriting, and claims, while improving security and user experience.

Customer Experience Retention Invest in self-service portals, online payments, claims handling, and chat support to improve customer satisfaction and retention; reinforce security with robust bot protection and streamlined renewals through digital signatures.