Strategic partnerships Potential cross-selling opportunities with large brokers and partners, such as leveraging the WTW co-brokerage agreement to expand access to corporate property and casualty, benefits, and asset management solutions for mid-market clients.

Asia-led growth Capitalize on Solomon’s status as the largest Asian-owned insurance agency to target Asian-owned and multinational firms seeking diverse supplier relationships, with tailored P&C, benefits, and asset management offerings.

Geographic expansion Sales strategy can target clients expanding into New Jersey, Georgia, Virginia, Texas, as well as international markets like South Korea and Vietnam, offering localization, regulatory navigation, and cross-border risk management.

Tech-enabled service Highlight digital resilience and user-friendly experiences using the firm’s tech stack (mobility, web experiences, reCAPTCHA security, and optimized performance) to pitch modern, efficient underwriting, claims, and client portal capabilities.

Financial scale Position as a credible partner for mid-to-large insurance needs by aligning with their $100M–$250M revenue range, offering scalable programs in commercial lines, executive benefits, and asset management to target growth-stage clients.