Mid-market focus Target commercial mid to large accounts in California and Alabama leveraging Churchill & Associates’ 40+ years of risk management and loss control expertise to expand footprint beyond smaller firms.

Risk management leverage Position as a partner who enhances profitability through tailored risk management programs, loss control, claims management, and health and safety services to reduce total cost of risk for existing clients in property, casualty, and group benefits.

Growth with Patriot Highlight strategic advantage of being part of Patriot Growth Insurance Services to access broader product suites, cross-sell opportunities, and carrier partnerships that can appeal to growth-oriented midsize companies.

Tech-enabled service Use technology stack strengths (QuickBooks, Cloudflare, analytics tools) to demonstrate streamlined operations, faster quotes, and proactive risk monitoring as a differentiator in competitive markets.

Revenue-scale play Target companies with revenue ranges similar to or larger than Churchill’s current footprint and present scalable programs to upsell health benefits, WC, and ESG/compliance services as client needs evolve.