Strategic Partnerships Leavitt Group is expanding through partnerships and affiliates (Webber Advisors, Athens Insurance joining Midwest, Benefits By Design forming Leavitt Strategic Benefits, Holliway/Ewing). This creates cross-sell opportunities for bundled insurance programs, employee benefits, and advisory services across growing regional footprints.

Analytics Opportunity Power BI is in the tech stack, signaling readiness for data-driven client insights. Sell advanced portfolio analytics, risk scoring, and client dashboards to improve retention and demonstrate value to mid-market clients.

Risk and Compliance A recent legal action against Leavitt Group underscores the importance of robust coverage and E&O risk management. Targeted offerings include E&O, cyber liability, technology risk, and claims defense services for clients with regulatory exposure.

CSR Focus Active involvement with hunger relief indicates nonprofit orientation. Upsell nonprofit-focused insurance programs (D&O, event liability, volunteers coverage) and fundraising event insurance, with tailored risk management for charitable organizations.

Regional Growth Midwest expansion and multi-state partnerships point to demand for multi-state coverage programs. Target SMBs in Ohio and surrounding states with bundled offerings and centralized claims support to leverage regional scale.