Strategic Partnerships There is an opportunity to deepen partnerships with national carriers and leverage their

Small Firm Focus Target growth initiatives for small to mid-size businesses in San Diego that require comprehensive Auto, Home, Umbrella and Life coverage, highlighting McCormick’s independent brokerage strengths and high client retention.

Surety Bond Expansion Promote the extensive bond lineup (bid, performance, contractor, fiduciary, license, professional, etc.) to commercial clients and professionals who face bonding requirements, including niche industries listed.

Tech Enablement Highlight the efficiency and service advantages from McCormick’s tech stack (WordPress, Cloudflare, Google Workspace, analytics tools) to appeal to digitally engaged buyers seeking streamlined policy management and online experiences.

Reliability Narrative Leverage the documented high client satisfaction and reputation for service excellence to pursue referrals and grow into adjacent insurance lines, emphasizing continuity and risk mitigation benefits.