Expansion Opportunities Leavitt Group Southwest is actively growing through partnerships and affiliations with regional agencies, presenting a ready-made entry point for cross-sell of specialized insurance products and to offer bundled services to expanding markets.

M&A / Partnership Tie-ins Recent and upcoming partner acquisitions and alliances (WestCo Insurance, Athens Insurance, Benefits By Design, Stalwart-Leavitt) indicate a pattern of collaboration that sales teams can leverage to target merged entities with integrated coverage needs and unified service models.

Midmarket Focus With revenue in the likely mid-market band and a national broker presence, there is an opportunity to target growing mid-sized companies seeking comprehensive risk management, employee benefits, and commercial lines under a single provider.

Tech Enablement The tech stack including Google Cloud, SQL Server, Smartsheet and data tools suggests openness to data-driven risk analysis, digital quoting, and scalable service delivery—a strong angle for promoting modernized underwriting, analytics, and client portals.

Social Impact & Brand Active involvement in community initiatives like Operation Conquer Hunger at partner conferences can be positioned to clients seeking corporate social responsibility alignment, presenting a shared value proposition around community engagement and ethical practices.