Surety Platform Opportunity to upsell expanded versions of iAutomate: Erlon Surety by highlighting Version 15 enhancements for managing surety information, office level records, and inactivation capabilities to improve client workflows and data integrity.

Recovery Cost Cross-sell iAutomate: Recovery to health plans and commercial recovery firms focused on cost containment and recovery dollars, leveraging existing relationships with brokers and agencies to broaden solution adoption.

Strategic Partnerships Leverage past partnerships with Merchants Bonding and NASBP/NOPLG events to establish joint marketing or integration opportunities, targeting agencies and bonding companies seeking integrated workflows with Applied Systems platinum ecosystem.

Mid-market Focus Target mid-market insurance software buyers similar to peers (EZLynx, HawkSoft, AgencyBloc) with Revenue in the 10–25M range and 11–50 employees, emphasizing scalable automation that reduces dual-entry and manual processes.

Growth Potential Position IAG as a specialized automation vendor within the insurance software space to win opportunities in a market showing consolidation and demand for integrated workflows, data harmony, and efficiency gains across agencies, brokers, and carriers.