Growth through acquisitions Leavitt Group has a track record of growth via acquisitions and operates across a large national network (280+ locations in 28 states). This suggests opportunities to cross-sell and consolidate coverage for acquired agencies and their existing business clients, leveraging standardization and national relationships.

Privately held strength As a top privately held broker with substantial scale and resources, Leavitt can be a gateway for mid-market companies seeking comprehensive insurance programs, risk management, and employee benefits, presenting a path for enterprise-level partnerships and value-based solutions.

Diverse service lines Their portfolio spans business insurance, group employee benefits, industry programs, and personal insurance, indicating upsell potential across commercial lines, benefit consulting, and personal risk management for the same client base.

Strategic partnerships Frequent partner announcements (WestCo Insurance, Athens Insurance, Benefits By Design, Webber Advisors, etc.) highlight readiness to expand capabilities and geographic reach, suggesting outreach to partner networks for co-sell opportunities and joint marketing efforts.

Tech-enabled engagement Utilizes a modern tech stack (iCIMS, Employee Navigator, Google Tag Manager, Cloudflare, etc.) that supports digital onboarding, benefits administration, and data-driven client engagement, presenting opportunities to offer analytics, MarTech, and streamlined administration services to prospective clients.