Integration Opportunity The Right Choice assets are part of Hub International through an acquisition, creating a pathway to engage Hub decision-makers on services that support post-merger integration, including data migration, systems consolidation, and security upgrades across the agency network.

Michigan SMB Growth Based in Warren with a small to mid sized team serving business, personal and life insurance, the agency targets Michigan SMBs, presenting opportunities to upsell additional lines such as cyber liability, workers compensation, and retirement planning for middle-market clients.

Tech Modernization The current tech stack includes open source servers and legacy libraries as well as security focused settings, signaling readiness for modernization services like cloud hosting, CMS and CRM upgrades, API integrations, and application security hardening to improve efficiency and reliability.

Cross-Sell Potential As a leading independent agency in the region, there is potential to expand client relationships across business, personal and life lines, with bundled products, value added services, and risk management programs to increase average premium per client.

Digital Marketing Enablement With a website focused on value and savings, there is room to deploy marketing automation, lead generation, SEO, and quoting tools to grow customer acquisition, retention, and referrals while improving cost per lead.