Acquisition Opportunity Post-acquisition integration with Risk Strategies presents a chance to cross-sell risk finance and retail brokerage services to the combined client base, especially for mid-market to large corporate prospects seeking enhanced risk management and risk financing solutions.

Mid-Market Growth Given revenue in the mid-range and a national footprint, there is an opportunity to target mid-market clients in industries with complex risk profiles, offering scalable program administration, excess and surplus capacity, and outsourced risk management services.

Tech Enablement Leverage IIBs tech stack (iCIMS, AWS, Smartsheet, Piwik PRO) to position a modern, data-driven client experience, focusing on digital onboarding, analytics-driven risk insights, and secure communication to attract tech-savvy prospects.

Executive Targeting Focus on decision makers in large corporates and institutional accounts that require sophisticated risk finance solutions, highlighting the breadth of capabilities IIB offered prior to the acquisition to rebuild trust and accelerate procurement cycles.

Competitive Positioning Position as a national, full-service retail agency with deep risk management expertise and significant revenue scale, differentiating from peers by emphasizing comprehensive program design, client service excellence, and access to diverse insurer partners.