Small to mid market focus Target small and mid-sized businesses served by Serpe Insurance Agency, presenting opportunities to cross-sell bundles such as commercial property, liability, and specialized coverages like accounts receivable insurance, bonds, boiler and machinery, and business interruption.

Servicing as growth lever Leverage Serpe's emphasis on servicing to position add-on services, risk management resources, and proactive coverage reviews as differentiators to win new business from competitors lacking ongoing client support.

Employee benefits expansion Explore opportunities in expanding group health, life, disability, vision, cafeteria plans, and HSA offerings to current SMB clients, capitalizing on bundled employee benefits as a retention and acquisition driver.

Personal lines synergy Cross-sell personal insurance lines (auto, home, condo, renters, motorcycle, boat) to existing business clients with household risk, increasing overall account value and leveraging existing client relationships.

Digital engagement Utilize Serpe’s tech stack and digital channels (analytics, SEO, lightweight web services) to identify underserved segments, optimize lead capture, and deliver targeted, digital-first proposals to scale outreach.