Small business Target Mike Miller Insurance as a boutique agency with potential needs for scalable insurance tech and streamlined operations to support growth strategies, given a small team size and local Sarasota presence.

Tech stack Leverage opportunities to upsell modernization services such as CRM integration, CMS optimization, and analytics enhancements that align with their current WordPress, Shopify, Google Tag Manager, and Microsoft 365 usage.

Digital presence Position solutions around improving online customer acquisition and lead capture for a lean agency by offering website performance optimization, SEO/Content, and video marketing integration using their YouTube presence.

Competitive lens Benchmark against mid-market carriers with simple, cost-efficient digital tools to help differentiate a small insurer, emphasizing affordability, local service, and rapid deployment capabilities.

Growth potential Identify cross-sell opportunities within the agency ecosystem such as personal lines, small business, and bundled offers, supported by data analytics to optimize pricing, packaging, and profitability for a 2-10 person team.