Small agency Target the very small insurance agency segment with tailored, cost-effective tech and security solutions, leveraging their likely need for scalable cloud and document management to boost efficiency.

Tech stack Leverage opportunities around their current tech stack (AWS, Microsoft 365, DocuSign, Nginx) to upsell integrated security, identity and access management, and data governance solutions that complement existing tools.

Digital presence Position offerings to enhance online lead generation and client engagement for small agencies, emphasizing website performance, Google Search Console insights, and secure e-signature workflows to improve conversion rates.

Competitive landscape Differentiate by offering flexible, affordable solutions aligned with the needs of small to mid-market carriers, highlighting partnerships and ease of deployment compared to larger incumbents.

Growth readiness Present scalable, modular security and cloud services that grow with the agency as it expands staff and clients, focusing on governance, compliance, and disaster recovery to support expansion plans.