Regional scale Assured SRA is a mid-sized insurance advisory firm with a strong regional footprint in Kansas City and a presence across 20+ states, suggesting a potential for cross-state corporate risk solutions and multi-location program design.

Growth momentum As part of AssuredPartners and recognized as a top national broker, the company has growth credibility, which can be leveraged to upsell enterprise risk, executive benefits, and large-scale claims management services to mid-market clients.

Diverse service mix Core services span Insurance, Benefits, Surety, and Claims Management, indicating opportunities to package integrated risk transfer, employee benefits, and bonding solutions for clients seeking holistic risk programs.

Tech footprint Current tech stack includes web, analytics, and content tools; potential to introduce data-driven underwriting, vendor risk, and digital claim analytics to differentiate offerings for mid-market to enterprise accounts.

Revenue potential With reported revenue in the mid-range and a broad geographical reach, target mid-market to large SMBs in industries aligned with the firm’s practices for expanded premium volumes, higher-margin services, and scalable claims management.