Physician-owned Advantage Leverage Conventus’ physician-owned governance and exclusive access to professional liability products to position value propositions around physician-first service models, continuity, and practice protection in conversations with independent practices and broker partners.

Succession Readiness Highlight upcoming leadership transition to President Brian Kriger in 2026 as an opportunity to discuss stability, continuity of coverage, and enhanced service during and after leadership changes for brokers and practices seeking reliable MPL provider relationships.

Service Center Promote the Conventus Service Center as a differentiator for smaller physician practices and their brokers, offering integrated support, claims assistance, and easier channel relationships to reduce administrative burden and improve service levels.

Financial Scale With revenue in the $50–100M range and a niche market focus, present expansion and product penetration opportunities to mid-market independent practices and regional brokers seeking scalable MPL solutions with physician-aligned governance.

Tech & Partnerships Capitalize on the tech stack and partner ecosystem (HubSpot, Pardot, AdRoll, etc.) to propose data-driven marketing, analytics, and secure communications offerings, plus potential integration with brokers’ CRM and servicing workflows to improve lead conversion and policy administration.