Hospitality specialization Leverage United Insurance Agencies niche in hospitality to cross-sell targeted hotel, bed and breakfast, and inn insurance programs to expand coverage within existing client bases and attract hospitality-focused SMBs.

National footprint Position as a nationwide hospitality insurer with an established U.S. presence to win large regional accounts seeking single-source coverage across multiple states, leveraging their broad network.

Mid-market focus Target mid-size businesses in the hospitality and service sectors given the revenue range and employee count, offering bundled personal, commercial, life, and health insurance to increase average deal size.

Growth readiness Approach via partnerships and agency-to-agency referrals with insurers like those in the same market tier to accelerate expansion, given competitive landscape and similar revenue profiles.

Tech modernization Advise on upgrading digital engagement and client portals beyond legacy tools to improve policy servicing and upsell opportunities in hospitality accounts, aligning with a modern customer experience.