Acquired by OneDigital Potential upsell and cross-sell opportunities with OneDigital’s broader suite of services (HR, benefits, and consulting) following the acquisition of Crum-Halsted Agency to deepen client relationships and expand insurance and risk management offerings.

SMB to mid-market Strong footprint in Illinois with a focus on commercial insurance for businesses of various sizes; target expansion into mid-market accounts that require integrated risk management, loss control, and advisory services.

Awarded credibility Past recognition such as the Underwriter of Merit Award and Beyond the Expected awards can be leveraged in outreach to differentiate services and justify premium risk management solutions and advisory offerings.

Community and risk focus Emphasize community involvement and local risk mitigation programs to win in sectors that value local expertise, such as construction, manufacturing, and services within Illinois; tailor value propositions around local regulatory considerations and claim support.

Digital engagement Existing tech stack including HubSpot Analytics, Crazy Egg, and WordPress suggests readiness for targeted digital campaigns; propose data-driven account-based outreach to identify and pursue organizations in industries Crum-Halsted serves with high risk profiles.