Cross Sell Potential Curtis & Associates serves successful families and mid-market businesses with holistic financial services, corporate benefits and multi-line insurance. This positioning creates clear opportunities to cross-sell group benefits, retirement plans and wealth management services to business clients and their families, increasing wallet share and client retention.

Tech and Security The firm leverages scheduling tools, cloud content delivery and marketing tech, indicating readiness to streamline client onboarding and service delivery. This opens conversations around cybersecurity, data privacy, and technology risk management, including cyber liability insurance and business disruption coverage to protect client operations.

Compliance Synergy With securities and investment advisory services offered through a partner, there is a natural fit to provide fiduciary governance support, regulatory-change monitoring and compliance tooling for client businesses and advisory teams, helping them manage risk and stay compliant.

Local Market Focus Operating in the Kansas City metro since 1967, Curtis & Associates has a strong local footprint that can be leveraged to partner with growing employers for group benefits, executive insurance programs and tailored risk management services.

Digital Marketing Enablement Existing use of Calendly, Google Tag Manager and Wix eCommerce shows readiness for digital marketing and client onboarding. There is an opportunity to offer CRM or marketing automation, enhanced client portals, e-signature, and data analytics to improve lead conversion, onboarding speed, and client servicing.