Mid-size focus Target a mid-size client base within the San Antonio area and similar regional markets to Global Insurance Agency, leveraging their service emphasis and boutique risk management approach to convert smaller businesses that feel underserved by mega-brokers.

Risk management specialization Position as a partner for sophisticated protections; offer advanced risk assessment, tailored insurance placements, and claims advocacy to premium clients who require customized programs beyond standard policies.

Growth opportunity Capitalize on Global Insurance’s revenue range and growth trajectory by offering scalable solutions such as program management, captive or alternative risk transfer options, and technology-enabled underwriting enhancements.

Technology leverage Highlight value-add services through their tech stack and propose integrations or data-driven analytics, size-appropriate digital quoting, and streamlined claims workflows to improve efficiency for both clients and the agency.

Client retention play Emphasize partnerships for ongoing risk management education, premium optimization, and proactive claims support to deepen client loyalty and generate cross-sell opportunities across personal and commercial lines.