Independent advantage Leverage Reno Insurance Agency's long-standing independence and multi-generational family ownership to position as a trusted advisor in personalized risk management for both individuals and small businesses in the Dayton area.

Small team, personalized service Their lean staff (2-10 employees) suggests high-touch service. Present scalable, cost-effective solutions for cross-selling across personal, business, and employee benefits lines to maximize wallet share per client.

Comprehensive product suite Opportunity to upsell and cross-sell across personal, business, life, disability, long-term care, and employee benefits. Target businesses that need bundled coverage and contractual bonds to streamline policy management.

Mid-market revenue With reported revenue in the $10M-$25M range, pursue mid-market opportunities and partnerships with adjacent local SMBs, brokers, or national carriers seeking regional representation or niche market access.

Tech and credibility Utilize their listed tech stack and digital presence to propose modernized, digital-first quoting, policy administration, and client portals. Emphasize data-driven risk assessment and seamless renewal processes to improve retention.