Retention Opportunity Alexander & Strunk has a high customer retention rate (85%), indicating strong client relationships and potential for expanding coverage and services with existing clients through cross-selling to address additional risks.

SMB Focus With 11-50 employees and regional Oklahoma City presence, target growth-stage small to medium businesses in nearby sectors that may benefit from comprehensive risk management, cybersecurity, and employee benefits packages.

Advisor Model The firm emphasizes advisory service over transactional selling, suggesting a sales approach centered on risk assessment, total cost of risk, and proactive coverage reviews to identify gaps and upsell opportunities.

Tech-Enabled Upsell Despite an unspecified tech stack, the emphasis on attentive, professional service provides a doorway for technology-assisted offerings such as digital policy reviews, automation for quote generation, and data-driven risk insights to win larger client share.

Competitive Benchmark Operating in an ecosystem with large brokers (USI, HUB, Lockton, Brown & Brown) and mid-market peers, position Alexander & Strunk as a local advisory alternative for personalized service, niche coverage options, and faster decision cycles.