Acquisition growth RMM agency has recently expanded through multiple acquisitions including TriBridge Partners and The Accel Group, signaling an aggressive growth strategy and increasing cross-sell opportunities across a larger book of business and new regions.

Integrated risk and benefits As a full-service risk management and employee benefits provider, there are opportunities to upsell integrated solutions such as risk management consulting with employee benefit programs to existing commercial and self-insured clients.

Mid-market focus With revenue between 250M and 500M and a workforce in the hundreds, target mid-market prospects seeking scalable insurance, surety, and benefits solutions who value broker networks and embedded risk services.

Strategic partnerships Recent collaboration efforts in health and pediatrics and potential synergies from the MMA platform suggest avenues to partner with healthcare providers and employer groups for specialized benefit programs and loss control services.

Data-driven selling Utilize the tech stack including Qlik, Piwik PRO, and CRM/LinkedIn tools to identify client segments, track risk trends, and tailor cross-sell pitches for commercial insurance, surety bonds, and employee benefits to maximize win probability.