Tech Enablement Opportunity to modernize Purmort’s technology footprint to support scalable growth. Propose cybersecurity hardening, cloud backup and disaster recovery, phishing protection, and a seamless CRM/AMS integration to improve client service and retention as the agency expands in Northwest Ohio.

Carrier Partnerships Leverage existing carrier relationships to expand commercial lines and specialty programs for local SMBs. Position as a multi-carrier independent agency offering competitive E&O and cyber coverage for both clients and the agency, reducing risk while increasing policy penetration.

Regional Growth Target Northwest Ohio small businesses with industry-focused insurance solutions (e.g., contractors, manufacturers, service providers) and leverage community ties to generate referrals. Implement region-specific marketing and partner with local business associations to accelerate growth.

Staffing Growth With a lean team, there is a clear need for scalable back-office and training support. Offer outsourced HR or employee benefits services, sales enablement tools, and agency management system implementations to boost productivity and prepare for hiring and growth.

Community Engagement Current emphasis on community involvement presents a strong differentiator. Create sponsored events, referral programs, and client engagement platforms to deepen client trust and expand the client base through local word-of-mouth.