SMB Focus Target small to mid-sized businesses with tailored commercial and specialty insurance programs, leveraging their small team size to position cost-efficient, personalized coverage options.

Local Expertise Emphasize regional availability in Miami Lakes Florida to win trust with local businesses seeking quick, responsive service and specialized coverage for Florida-based risks.

Growth Opportunity With revenue in the mid tens of millions and a lean team, pursue partnerships or white-label agency relationships to scale distribution and cross-sell across different industries.

Digital Engagement Audit and optimize digital presence and lead capture using their tech stack including Facebook Pixel and Cloudflare to improve web conversions and tracking for prospecting campaigns.

Competitive Positioning Differentiate from the big national brokers by highlighting agility, personalized service, and Florida specialization to win mid-market clients seeking attentive risk management.