Local focused Target US regional carriers and independent agencies serving Iowa with personalized service and local market expertise to complement their existing portfolio.

Mid market potential With revenue in the 25 to 50 million range, position as a partner for mid-sized risk management, offering scalable personal and commercial insurance solutions to expand their client base.

Tech advantage Leverage cloud and analytics capabilities (Google Cloud, Azure, Office 365) to offer digital underwriting, streamlined policy administration, and modern client experiences as a differentiator.

Security awareness Utilize KnowBe4 and other security tools to address client concerns around cyber risk and compliance, offering bundled cyber liability and security training options.

Growth opportunities Cross-sell opportunities with existing carrier relationships and expand product lines in personal and commercial lines to compete with mid-market peers and digital-first incumbents.