Mid-market Focus Target mid-sized agencies like McNamara & Thiel (11-50 employees) for tailored insurance or risk management solutions that scale with growth, leveraging their breadth of carriers to optimize pricing and coverage.

Tech Enablement Leverage their tech stack including Site Kit, Microsoft 365, and PWA to propose integrated digital tools, streamlined policy administration, and seamless onboarding partnerships that align with their current IT footprint.

Carrier Diversity Position offerings that emphasize a broad carrier network to enhance coverage options and competitive pricing, aligning with their stated goal of finding policies that best fit unique situations.

Financial Scale With revenue in the tens of millions, present scalable commercial partnerships, volume-based discounts, and risk analytics services that appeal to growing agencies seeking efficiency and margin protection.

Growth Opportunity Highlight strategic expansion through technology, product diversification, or bundled services (cyber, workers' comp, risk assessment) to support clients as their needs evolve and to counter competition from larger incumbents.