SMB Growth Focus Leverage PRG’s local reputation and 95 years of combined insurance experience to grow small-business insurance offerings. Focus on core commercial lines such as general liability, property, and workers’ compensation, while also introducing cyber liability and employee benefits for SMB clients in Milwaukee metro and Southeastern Wisconsin.

Digital Marketing Potential PRG already demonstrates active digital marketing with tools like Google Tag Manager and Search Console. There is an opportunity to accelerate lead generation by enhancing marketing automation, integrating a CRM, and optimizing SEO and paid campaigns to capture more regional personal and business prospects.

Risk Advisory Upsell Long-tenured expertise positions PRG to offer proactive risk advisory services to clients, enabling cross-sell of risk management solutions such as cyber risk assessments, business interruption coverage, and E&O for business clients, increasing average revenue per client.

Partnerships and Scale As a lean independent agency, PRG could pursue carrier partnerships, referral programs, or strategic alliances to expand capacity and service delivery without heavy hiring. This could help scale offerings for both personal and commercial lines in the region.

Regional Market Expansion Maintain and expand the regional footprint in Milwaukee and Southeastern Wisconsin through targeted local campaigns, community involvement, and sponsorships to attract new personal and SMB clients and deepen market penetration.