Regional Growth Capitalize on Summit County presence to grow market share among local families and small businesses by offering tailored bundles and fast quotes across Park City, Heber City, Kamas, and Coalville.

Carrier Partnerships Promote the agency as a multi-carrier broker that can deliver competitive quotes from top insurers, enabling easy cross-sell of home, auto, business, and specialty lines with better coverage options.

Digital Marketing Expand digital marketing efficiency by leveraging analytics to optimize landing pages and quote funnels, improving lead quality and conversion for local inquiries.

Tech Enablement With a small team, there is a strong opportunity to implement lightweight automation and CRM integrations to streamline client onboarding, policy renewals, and service requests.

SMB Growth Target small to mid-sized businesses with risk management and workers' comp offerings, while also upselling to families for bundled personal lines to increase average revenue per client.