Leadership appointment Recent executive hire of Carter Wilcoxson as President signals potential new strategic direction and priorities. This presents an opportunity to align messaging around leadership-driven growth, enterprise partnerships, and premium service offerings that leverage leadership credibility.

Strategic partnership Exclusive relationship with ePIC Services Company hints at collaboration opportunities and cross-sell possibilities within the insurance and risk management ecosystem. Sales outreach can explore bundled solutions and co-marketing programs.

Growth scale Revenue in the mid range of 25 to 50 million with a lean 2-10 person team suggests a high-demand, agile operation potentially seeking scalable marketing, automation, and client-landing capabilities to accelerate growth while maintaining efficiency.

Tech footprint Active tech stack including AWS, Google Workspace, Stripe, Hotjar, and analytics tools indicates readiness for advanced digital marketing, customer experience optimization, and secure, scalable service delivery—opportunities for onboarding or optimization services.

Market positioning Positioned in insurance agencies and brokerages with a strong video explanation value proposition. Prospects likely value engaging, education-focused content; sales efforts can center on video production, distribution, and performance analytics to differentiate in a competitive market.