Mid-market footprint Target the mid-sized insurance brokerage segment with tailored SMB solutions, leveraging their 11-50 employee base and regional presence in Dalton, GA to disrupt smaller peers and scale services.

Revenue growth lever Position scalable technology and managed services to support revenue growth targets in the $50M–$100M range, offering cost-effective digital transformation, cloud hosting, and secure communications.

Tech modernisation Highlight opportunities to consolidate disparate tools by proposing integrated cloud and communications platforms (AWS, Google Cloud, WordPress, SendGrid) to improve client onboarding, policy management, and customer engagement.

Security & compliance Emphasize data protection, regulatory compliance, and incident response capabilities to strengthen trust with customers and partners, aligning with the industry’s risk management expectations.

Strategic partnerships Leverage the firm’s growth trajectory and exposure to large players by offering scalable partnerships, reinsurer integrations, and access to enhanced analytics to compete with larger firms like USI, HUB, and Lockton.