Best Practices TAG has been recognized as a Best Practices Agency by IIAB for two consecutive years, signaling credibility and potential interest from clients seeking high-standard insurance solutions and carriers.

Mid Market Focus Revenue range of 100M to 250M with a staff size around 60 across multiple Arizona locations indicates a strong mid-market presence that could benefit from scalable risk management, cyber coverage, and program underwriting.

Growth Opportunities Multiple office locations (Mesa, Tucson, Scottsdale) suggest opportunities to cross-sell regionally and expand bundled offerings, including property, casualty, and employee benefits across Arizona.

Tech Enablement Adoption of diverse tech tools (DocuSign, Google Tag Manager, Microsoft Teams, Gravity Forms) presents a foundation for digital client onboarding, streamlined renewals, and data-driven risk assessments to enhance sales efficiency.

Core Values Emphasis on partnership, integrity, and leadership indicates a consultative selling approach and potential to position TAG as a trusted advisor for complex risk management and carrier relationships.