Expansion momentum Holmes Murphy has recent multi-market expansion, notable in Des Moines with a large 75,000 square foot space and a $12.5 million investment, signaling growth that creates cross-sell opportunities across regions and capabilities.

Workplace recognition Being named a 2026 Best Place to Work and earning a 5-star Workplace recognition enhances employer branding, creating a sales opening for services focused on employee benefits, culture, and engagement strategies appealing to clients prioritizing talent attraction and retention.

Leadership transition New leadership appointment as President signals strategic direction and potential shifts in client service models, offering a moment to engage on high-value partnerships, executive sponsorships, and aligned benefits programs.

Independent scale As a large independent brokerage with private ownership and significant revenue, Holmes Murphy presents an opportunity to discuss customized risk management, benefits consulting, and technology-enabled solutions that differentiate from captive or national brokers.

Technology backbone Adoption of enterprise tools such as Salesforce, Snowflake, Azure AD, Jira, Confluence and analytics platforms indicates readiness for data-driven solutions; propose integrated benefits analytics, automation, and digital member experiences to drive efficiency and outcomes.