Local Focus Target mid-sized local businesses in Bonita Springs and surrounding Florida markets with tailored insurance bundles (auto, home, business, life, health, flood) to deepen local share and cross-sell opportunities.

Experienced Agents Leverage the 20+ years of agent experience to position premium advisory services and bundled policies as a differentiator for risk management conversations with small to mid-sized businesses and affluent individuals.

Diversified Offerings Promote a wide policy portfolio including niche lines (flood, boat, motorcycle, umbrella) to upsell cross-category coverage to existing clients and capture insurance needs from both individuals and small enterprises.

Digital Presence Utilize current tech stack and content tools to run targeted digital campaigns, lead capture through forms, and educational content that attracts high-intent buyers in local markets.

Growth Potential With revenue in the multi-million range and a lean workforce, pursue partnerships with local lenders, real estate firms, and contractors to unlock referral-based growth and expand market share against larger incumbents.