CRM Optimization Leverage existing HubSpot and Microsoft 365 usage to deepen CRM and marketing automation. Propose services to optimize lead capture, segmentation, and nurture programs, with integrations to streamline client onboarding and cross-sell opportunities.

Security Partnerships Current security tooling (Cloudflare and HSTS) suggests a security-forward posture. Position as a cybersecurity and managed services partner offering risk assessments, secure data practices, and cyber insurance integration for clients, plus ongoing protection.

SMB Market Focus Lean team with mid-range revenue indicates growth potential in small business insurance. Target digital-first SMB buyers with tailored, easy-to-buy policies and a streamlined online sales journey; explore cross-sell of coverages like E&O or cyber insurance.

Regional Expansion Lewiston, Idaho base implies regional expansion opportunities in the Pacific Northwest. Develop a regional channel strategy and partner program to reach more SMB clients and compete with larger incumbents.

IT Modernization Windows Server and ASP.NET stack show room for modernization. Offer cloud hosting, migration to modern insuretech platforms, and integrations that enable scalable digital services and improved customer experience.