Strategic partnerships Leavitt Group Southwest has recently expanded through multiple partnerships and affiliations (WestCo Insurance, Webber Advisors, Athens Insurance, Benefits By Design, Holliway Insurance Agency) across several states, indicating a growth-oriented strategy and a receptive channel for cross-sell opportunities with partner networks.

Growth potential As part of the seventh largest insurance broker in the U.S. with revenue in the 50–100 million range and a networked footprint via Leavitt Group Midwest and Colorado affiliates, there is ample capacity for large commercial and employee benefits opportunities in midmarket accounts.

Diverse offerings The firm provides broad insurance solutions to businesses and individuals, suggesting a prime scenario for bundled and multi-line sales—combining property casualty, workers’ comp, risk management, and voluntary benefits for clients.

Talent and tech A lean local operation (2–10 employees) leveraging tools like LinkedIn Recruiter, Microsoft Teams, and Employee Navigator signals agility and potential for scalable, tech-enabled service models that can be leveraged to win multi-location or remote workforce benefits clients.

Market positioning Operating in a competitive U.S. broker landscape with peers ranging from global to regional players, Leavitt Group Southwest can differentiate by emphasizing its growing partnership network, local market presence in Truth or Consequences, NM, and value-added partnerships for expanded product sets and tailored risk solutions.