Local Expert Focus Leverage their two Minnesota offices and long-standing presence (139 years of combined experience) to position as the trusted local advisor for individuals, families, and small businesses seeking personalized coverage and carrier comparisons.

Carrier Network Advantage Highlight their ability to compare rates across a broad nationwide carrier network to win new business by offering tailored, cost-effective solutions and ensuring competitive protection for clients across the state.

Small to Mid Market Growth Target the mid-sized client segment in Minnesota that needs personalized service and multi-carrier options, presenting Soderholm as a service-focused partner with deep local knowledge and robust coverage options.

Digital Engagement Capitalize on their tech stack and online presence (WordPress site, Google Ads, email outreach) to drive lead generation, nurture prospects, and cross-sell to existing clients with digital campaigns and targeted content.

Expansion Opportunities Position as a potential acquirer or partner for agencies seeking scale in Minnesota, offering a proven regional platform, established client base, and potential for upsell across personal, commercial, and specialty lines.