Client Retention Strength BIG Insurance Group reports one of the highest customer retention ratios in the business, indicating strong client satisfaction and loyalty. This suggests upsell opportunities across existing clients for additional lines such as health, life, and long term care, as well as commercial coverage extensions.

Comprehensive Offerings As a multi-line agency offering commercial, personal lines, health, life and long term care, there are cross-sell opportunities across all client segments. Leveraging market access and specialized staff can help introduce bundled solutions to current and prospective clients.

Southwest Focus Based in Austin with a Southwest footprint and long-standing presence since 1996, there is potential to target regional SMBs and mid-market businesses that value localized expertise, personalized service, and strong carrier relationships for tailored coverage.

Digital Readiness A tech stack including iCIMS, Store Vantage, Duda, and other tools indicates a readiness to optimize lead capture, client onboarding, and website engagement. Focus on digital marketing and automated onboarding to convert inquiries into new policies.

Growth Proximity Recent acquisition activity in the broader market signals consolidation trends. Position BIG as a stable, client-centric partner during market shifts, offering value-added services and scalable solutions to attract clients seeking continuity during industry changes.