Leadership Transition With a recent CEO transition to Dan Curtis and the founder moving to Executive Chairman, there is an opportunity to engage executive leadership on strategic priorities, succession planning, and continuity services to reassure large clients and accelerate cross-sell of risk management and executive benefits.

Top Firm Recognition Being named in Insurance Journal Top 100 P/C Agency and Business Insurance Top 100 Broker signals credibility and scale. Use this to approach mid-market and national accounts seeking stability, robust risk transfer programs, and enterprise-grade service levels.

Growth Momentum Active leadership changes combined with growth and expansion in client base present openings to pitch scalable solutions across commercial insurance, personal insurance, employee benefits, and loss control to newly onboarded or expanding middle-market clients.

Executive Leadership Appointments Recent appointments of Dan Curtis as President and CEO, and ongoing leadership transitions create an opening for sponsorship of strategic accounts, enterprise risk programs, and tailored services that leverage their deep product knowledge and client-centric model.

Large Revenue Footprint With revenue in the broad half-billion to one-billion range and a sizable employee base, there is a clear opportunity to approach larger regional, national, and international clients with integrated risk management, employee benefits, and ERISA-compliant programs, including partnerships around claims management and loss control.