Market Leadership As the fourth largest privately held insurance brokerage in the U.S. with over 1,300 employees and a presence across multiple states and the UK, IOA demonstrates significant market reach and established client networks, presenting opportunities to upsell enterprise insurance solutions.

Growth & Expansion Recent strategic hires and promotions, including new division presidents and risk management consultants, indicate active growth and portfolio diversification, suggesting potential for tailored insurance products and insurtech solutions to support expanded services.

Digital Engagement The company's use of modern digital tools and a robust website indicates openness to innovative tech-enabled risk management and insurance services, providing avenues to introduce cutting-edge insurtech offerings or digital insurance platforms.

Financial Strength With revenue ranging from one to ten billion dollars and a broad geographic footprint, IOA’s financial robustness offers a foundation for scalable, customized insurance and risk management solutions for large corporate clients.

Industry Recognition Recent awards and high-level executive appointments reflect a strong organizational reputation and leadership stability, facilitating new client acquisition and partnership opportunities within the insurance and insurtech sectors.