Acquisition Synergies As part of USI since the acquisition, ISG sits within a large broker network. This creates cross-sell opportunities to USI's national client base while leveraging ISG's local risk management expertise to win mid-market opportunities in Maryland and surrounding markets.

Local Mid Market ISG’s modest size and Maryland location position it well to win mid-market accounts that seek highly personalized risk management and insurance programs, differentiating from larger national firms through hands-on consulting and insurer relationships.

Carrier Relationships A core strength is cultivating long-term insurer partnerships to align coverage with client risk tolerance, enabling tailored programs and potentially exclusive carrier options that improve client retention and profitability.

Tech Modernization The current tech stack signals an opportunity to offer modernization and digital enablement services, such as CRM integration, client portals, data analytics for risk assessment, and marketing automation to accelerate outreach and retain clients.

Growth Positioning Leverage ISG's reputation and awards history along with its integration into a large broker network to target regional mid-market firms in growth industries, offering risk management oriented services that complement existing carrier programs.