Expansion Opportunities Leavitt Group has an active M&A and partnership strategy with recent additions across multiple states and firms, signaling ongoing market expansion and potential cross-sell of employee benefits, commercial insurance programs, and industry-specific coverages to newly affiliated agencies and their clients.

Mid-Market Focus With a large regional footprint (290+ locations across 31 states) and revenue in the multi‑billion range, Leavitt Group presents a strong platform to upsell comprehensive business insurance, group health plans, and risk management services to mid-size enterprises seeking localized service with national access.

Private-Clients Advantage As a top privately held broker with local ownership, Leavitt can leverage personal relationships to tailor executive risk, personal lines, and small business programs, offering personalized coverage packages that can be bundled for cost efficiency and better client retention.

Strategic Partnerships Recent collaborations across benefits, design firms, and hunger relief initiatives indicate openness to co-branded programs and sponsorship opportunities, suggesting potential for joint marketing, employee engagement solutions, and community-focused benefit offerings.

Technology-Enabled Growth A tech stack including iCIMS, Duda, SQL Server, and automation tools implies readiness for scalable client onboarding, data-driven risk analysis, and streamlined benefits administration, presenting opportunities to pitch modernized underwriting support, self-service portals, and analytics-driven renewal strategies.