Independent agency Target Haddock as a long-standing independent agency with local community focus in Northern Idaho, offering cross-sell opportunities across personal and business insurance lines.

ISU network Leverage the ISU affiliation to propose scalable solutions and potential partnerships with other ISU network members, expanding reach and product coverage for clients.

Revenue scale With estimated revenue in the mid range for mid-market agencies, pursue upsell of commercial lines, risk management services, and employee benefits to increase wallet share.

Small team Small employee footprint suggests high-touch client service; introduce digital tools and automation to streamline operations while preserving personalized service for high-value accounts.

Digital footprint Current tech stack is lightweight; present modern insurtech automation, analytics, and vendor comparison to improve marketing attribution, client engagement, and data-driven renewals.