Independent broker leverage Capitalize on Kaplan Insurance Agency’s independent broker model to position them as a cost- and coverage- optimizing intermediary for mid-market clients seeking multi-carrier programs and gap analysis.

Broad market access Highlight opportunities to upsell services to clients who need access to 20-30 carriers, emphasizing price shopping, coverage optimization, and uncovering under/overinsured gaps to reduce total cost of risk.

Audit and optimization Target prospects with evolving coverage needs by offering free comprehensive policy audits to identify duplication, gaps, and opportunities to increase coverage at better rates.

Mid-market potential Leverage their revenue range and employee base to pursue mid-market insureds who require diversified carrier strategies, scalable programs, and strong value metrics.

Technology enablement Promote adoption of their multi-carrier shopping with tech-enabled assessments, analytics, and streamlined quotes to reduce friction in the buying process for risk managers.