Leadership growth Recently appointed CEO Dan Curtis with executive transition from founder to executive chairman signals strategic realignment and potential new product emphasis, presenting an opening to discuss leadership-driven risk strategies and care for growing middle-market clients.

Private mid-market focus Strong emphasis on serving middle-market, entrepreneurial and family-owned businesses with tailored risk management solutions, presenting cross-sell opportunities from commercial insurance to personal, employee benefits, loss control and claims management.

Recognition leverage Industry recognition as Insurance Journal Top 100 P/C Agency and Business Insurance Top 100 Broker highlights credibility with potential clients and partners; use accolades to open conversations about service quality and scalable coverage for regional, national and international client needs.

Scale and partnerships Large privately owned agency with revenue in the mid six-figure to seven-figure range and sizable employee base indicates capacity for complex risk programs and deeper advisory partnerships, suggesting opportunities for large mid-market clients seeking robust risk management programs.

HR and compliance Past partnerships and ERISA-qualified harassment prevention planning indicate capability in HR risk, benefits compliance and employee wellbeing programs, enabling conversations about comprehensive benefits, compliance support and loss prevention offerings for growing workforces.