Cross Sell Opportunities Arlington/Roe covers a broad suite of lines including Personal Lines, Commercial Property and Liability, Commercial Auto/Transportation, Aviation, Bonds, Professional Liability, Workers' Comp, and Healthcare & Human Services, with access to specialty and E&S markets. This multi-line breadth creates strong cross-sell opportunities by pairing existing or new clients with additional coverages and specialty programs; position the firm as a one-stop wholesale partner for mid-market and complex risks.

Premium Finance Growth The firm recently engaged Input 1 to support a launch of A/R Premium Finance, signaling openness to financing solutions. There is potential to expand premium financing across other lines and account types, offering flexible terms and streamlined financing workflows that integrate with Arlington/Roe's CRM and underwriting processes to close deals faster.

Tech and Ops Arlington/Roe relies on Zoho, Microsoft 365, Teams and other tools, suggesting room to optimize underwriting triage, data capture and workflow efficiency. Propose InsurTech partnerships or system integrations that automate routine tasks, improve data flow with carriers, and shorten cycle times for complex E&S transactions.

Talent Driven Brand As a Best Places to Work Indiana honoree with a 230+ staff including many pursuing professional designations, Arlington/Roe presents an attractive platform for talent-focused partnerships. Propose training, CE programs, and leadership development collaborations with vendors or carriers to strengthen risk management capabilities and support growth.

Carrier Partnership Network Active involvement in WSIA, CIAB, AIA, PLUS, CPCU, CIC, BIG I, PIA and other industry groups indicates deep market access and strong relationships. Position as a preferred wholesale partner to carriers seeking access to specialty lines (aviation, healthcare, professional liability, bonds) and E&S markets; explore co-branded programs and capacity partnerships.