Strategic affiliation Leavitt Group Texas Select – Briar Forest is part of the Leavitt Group network, signaling access to broader carrier partnerships, markets, and cross-sell opportunities across the national platform.

Growth potential Recent expansion activity within the Leavitt Group family suggests a dynamic acquisition-friendly environment and ongoing opportunities to prospect neighboring agencies and embedded units for policy, benefits, and risk coverage.

Tech leverage Utilizes multiple insurance tech and workflow systems (Benefitpoint, AMS360) indicating potential for efficiency-focused sales of integrated insurtech solutions, data-driven underwriting support, and automation services.

Mid sized focus Revenue range and small employee base imply a need for tailored, cost-effective coverage packages and scalable solutions that align with growth plans of small to mid-market clients in Texas and adjacent markets.

Community and risk services Active involvement in partnerships and philanthropic initiatives signals opportunities to position employer-sponsored risk management, volunteer-driven programs, and community-focused insurance and benefits offerings to attract and retain clients.