Local Focus Target mid-sized organizations in Iowa and the Midwest seeking personalized personal and commercial insurance solutions, leveraging United Group Insurance’s local presence and commitment to customer service to differentiate from larger national brokers.

Growth Potential With revenue in the $25M-$50M range and a lean staffing model, there may be opportunities to expand book-of-business through cross-selling and add-on policies for SMBs and commercial clients in nearby markets.

DigitalEnablement Leverage the current tech stack and analytics footprint to identify upsell opportunities, optimize policy servicing, and enhance digital marketing to attract new clients in adjacent industries.

Competitive Positioning Position as a customer-centric alternative to large brokers by emphasizing hands-on service, local expertise, and tailored coverage for personal and commercial lines to win clients from competitors with larger footprints.

PartnershipsPotential Explore strategic alliances with regional MGA networks and other brokers to expand access to markets, product lines, and capacity, increasing cross-sell opportunities for existing clients and new prospects.