Growth via Partnerships Leavitt Group Southwest is actively expanding through strategic partnerships and acquisitions, such as WestCo Insurance joining Leavitt Group and multiple regional firms aligning with Leavitt Group Midwest. Sales opportunity: approach partner firms for bundled B2B insurance programs, cross-sell opportunities, and joint marketing for expanded coverage.

Mid-Market Focus With revenue in the 25-50 million range and a footprint that includes multiple regional affiliates, there is room to target mid-market businesses with comprehensive risk management, employee benefits, and carrier optimization services to scale alongside their geographic growth.

Tech Ecosystem The tech stack includes data and cloud tools (Snowplow, Google Cloud, Microsoft SQL Server, Smartsheet) and recruiting/automation platforms (LinkedIn Recruiter, ZoomInfo). Sales opportunities exist in offering data-driven underwriting, analytics, and HR/benefits technology integrations to improve efficiency and client outcomes.

Community & ESG Recent initiatives with Operation Conquer Hunger and meals packaging reflect a focus on community engagement and corporate social responsibility. Upsell potential exists in offering ESG-aligned insurance and risk programs, plus employee engagement and benefit solutions that highlight social impact.

Talent & Growth Small internal headcount (2-10 employees) suggests reliance on partner networks for growth and service delivery. There is a sales opportunity to package scalable, tech-enabled service models and partner-enabled solutions that empower recruitment, training, and client onboarding across a growing geography.