Local Heritage Independent agency with deep roots in Northern Idaho; leverage long-standing community relationships to win more personal and business insurance clients and to cross-sell through the ISU network.

ISU Network Leverage ISU Network access to broaden carrier options and risk management resources, enabling stronger quotes and cross-sell opportunities for small businesses through partner referrals and carrier support.

SMB Growth Target local small to midsize businesses with bundled packages (property, general liability, workers’ comp, cyber) and value-added risk management services to expand commercial lines and employee benefits offerings.

Digital Marketing Capitalize on Google Analytics data to optimize digital presence; implement targeted local campaigns and CRM integration to capture and convert inquiries from homeowners and SMBs seeking personalized coverage.

Community Focus Differentiate from national brokers with exceptional local service, rapid claims support, and community engagement to drive referrals, improve client retention, and win market share.