Strategic Partnerships Lockton Affinity routinely engages with industry associations and affinity groups (e.g., AAO partnership, PPA collaboration, Imagingusa sponsorship) highlighting a sales path through endorsed programs and co-branded insurance solutions for member bases.

Affiniy Market Target franchises, non-profits, associations and fraternal organizations as core clients, leveraging their high client retention and customized program capabilities to upsell bundled or tailored insurance packages.

Technology Enablement Utilize tech stack strengths such as Power BI, Azure DevOps, Calendly, Shopify and WooCommerce to streamline sales workflows, digital quotes and partner integrations for faster time-to-value with group purchasing programs.

Leadership Expansion Recent leadership appointments and regional head movements indicate ongoing expansion and capability growth in corporate solutions and international wholesale, signaling opportunities to approach with scalable enterprise offerings.

Financial Scale Revenue in the mid hundreds of millions positions Lockton Affinity as a sizable broker to approach for large-scale affinity programs, cross-sell of specialty coverages, and multi-year program commitments with favorable terms.