Local Growth Focus Opportunity to boost client acquisition through local SEO, local maps optimization, and content marketing that complements their RankMath setup, targeting the Oshkosh market.

Cloud and IT With reliance on Google Workspace and cloud assets, offer managed IT, cloud security, data backup and disaster recovery, and seamless tool integrations to streamline operations.

Local Partnerships Develop Oshkosh-area partnerships and co-marketing with SMBs and professional networks to drive referrals and expand reach beyond the current team.

Value Add Services Cross-sell to insureds with risk management resources, cyber risk assessments, and policy administration tools to reduce claims and improve client retention.

Channel Partnerships Target broker networks and insurtech alliances to scale sales and distribute technology-enabled services through a formal partner program.