Independent agent focus Target independent insurance agents seeking ownership and control of their book, emphasizing the program’s no startup fees, annual contracts, and 100% ownership to address agents looking to transition from captive or captive-like models.

Strategic partnerships Leverage partnerships with digital and insurtech platforms (Covr Pro, Elephant Insurance, Cowbell Cyber) to position Smart Choice as a gateway for agents to offer modern, tech-enabled products, creating cross-sell and distributed product opportunities.

Leadership expansion Capitalize on recent leadership moves and regional growth (SVP InsurTech appointment, Western regional director, acquisition momentum) to approach mid-market agencies seeking scale and structured governance, highlighting opportunities to join a growing network.

Technology stack Promote advanced tech partnerships and infrastructure (HubSpot, AWS, Drupal, Sentry, Pardot, New Relic) to agencies prioritizing data analytics, marketing automation, and scalable operations as a differentiator in a competitive market.

Market positioning & growth Position Smart Choice as a scalable network for independent agents with access to top carriers and training, using recent growth signals and strategic alliances to attract agencies aiming to expand market reach and carrier access.