Wide carrier access Leverage the partnership with Wave to position as a one-stop personal shopping service that can compare rates across multiple insurers, highlighting potential savings for homeowners and auto insurance.

Potential SMB focus With a small internal team and revenue in the 50-100 million range, target mid-market and small business segments that seek broad carrier access and personalized quoting, differentiating from incumbents with a personal concierge style.

Tech enablement Utilize data from Google Analytics and Tag Manager to map customer journeys, identify drop-off points in quote requests, and optimize lead capture and conversion for higher quoting volume.

Growth signaling The breadth of carriers and emphasis on saving customers money position Wave as a cost-competitiveness play; target growth-focused regions or demographics with rising auto and homeowners insurance needs.

Competitive positioning Benchmark against large broker networks by highlighting personalized service, rapid quotes, and transparent savings to win clients from bigger brands that may be perceived as less agile.