Agency scale Potential cross-sell opportunities across Florida and nationwide client base given independent agency model and broad coverage capabilities.

Affordability focus Leverage value proposition of competitive shopping to pursue mid-market segments seeking high coverage at lower premiums, including bundled solutions.

Tech-enabled Explore partnerships to enhance digital quoting, policy comparison, and client self-service, complementing current capabilities to attract tech-forward employers.

Mid-market fit Position for expansion into benefits administration and employee benefits outsourcing, aligning with peers in the risk and insurance services landscape.

Rapid growth path Target firms with scale similar to listed peers; use revenue benchmarks and geographic reach to craft tailored pitches for agencies seeking growth through partnerships.