Growth expansion Recent office expansions and a merger with Keller-Alge Insurance in 2026 indicate accelerated growth and a broader geographic footprint in Northwest Ohio, presenting cross-sell opportunities to expand commercial property, casualty, and employee benefits offerings across a larger client base.

Carrier access Access to more than 30 regional and national carriers post-merger enhances underwriting flexibility and pricing competitiveness, enabling sales teams to position Stapleton as a preferred partner for mid-market to large SMB clients seeking tailored risk transfer solutions.

Risk management The firm’s emphasis on risk assessment and loss-control consulting rather than solely product sales creates a differentiation in selling comprehensive risk management programs, which can be leveraged to upsell bundled coverage and proactive safety services.

Employee benefits focus With a stated strength in employee benefits alongside property and casualty, there is a clear opportunity to target employers in the region with integrated benefits strategies, voluntary benefits, and wellness programs that improve retention and reduce total cost of risk.

Market positioning As a regional leader founded in 1927 with a personalized, annual account review approach, Stapleton can win more clients by highlighting stability, long-term relationship focus, and tailored risk solutions in competitive bids against larger national shops.