Strategic connections Position McLean Insurance Agency as a potential partner or advisor within Arthur J. Gallagher & Co.’s ecosystem, given the recent Gallagher news and integration activity. Leverage the likely access points to Gallagher’s client base and cross-sell opportunities in mid-market to enterprise segments.

Technology leverage Highlight opportunities to offer digital transformation and data analytics support using the firm’s tech stack (Optimizely, Alteryx, iCIMS, UiPath, SAP, PostgreSQL) to optimize underwriting workflows, customer experience, and back-office efficiency for insurers near mid-market scale.

Growth potential With revenue estimates in the tens of millions and a 50+ employee base, target growth-oriented insurers for scalable platinum or premium services, offering tailored risk management, policy optimization, and scalable IT/automation services to support expansion.

Industry trends Capitalize on market momentum from major industry consolidations and acquisitions (e.g., Gallagher’s acquisitions) by presenting value-added services that help regional agencies compete through technology enablement, data analytics, and streamlined operations.

Competitive landscape Differentiate with capabilities in automation and process optimization to help McLean compete against larger peers and to attract mid-market clients seeking cost efficiency, faster response times, and enhanced client experiences.