Digital Growth The firm maintains an online presence via WordPress and Wix eCommerce with Google Tag Manager and Google Cloud CDN, suggesting readiness for marketing-led growth. Propose offering end-to-end digital marketing services, SEO, conversion rate optimization, lead capture optimization, and integrated CRM/marketing automation to convert more inquiries into clients.

Small Team Automation With 2-10 employees, there is a clear need for scalable back-office automation and an integrated agency management system that streamlines policy handling, claims, and client communications. This is a ripe target for MSP offerings such as CRM, workflow automation, and secure data synchronization with partners.

Security & Compliance Current stack includes Google Cloud and Envoy; position as an opportunity to propose security hardening, backups, disaster recovery, IAM, and GLBA/compliance consulting.

Regional Partnerships Solon Springs, WI location suggests local-market expansion opportunities through partnerships with regional carriers and MGAs to broaden product offerings, cross-sell to local businesses, and win specialized lines.

Tech Modernization Existing PHP/Bootstrap/WordPress/Wix stack indicates modernization potential through upgrading to an integrated insurer portal, API-backed data flows, and a scalable CMS/CRM setup for growth and security.