Growth momentum Merrillville HUB joined HUB in 2024 and is expanding leadership with new hires in AI, cross-sell leadership, and executive-level positions across North America. This signals aggressive growth in insurance and risk services that could benefit from enhanced data insights, technology integration, and expanded product offerings.

Cross-sell potential As a regional office of a large broker, HUB Merrillville serves both business and personal lines with employee benefits and wealth management. Opportunities exist to deepen cross-sell of employee benefits, retirement solutions, and personal insurance to existing business clients leveraging centralized HUB capabilities.

Tech-enabled services The office utilizes a modern tech stack (Orion Advisor, iPipeline, Avature, Azure, SharePoint, etc.) to streamline client interactions and operations. Sales teams can position integrated digital experiences and analytics-driven risk management as differentiators for mid-market clients seeking efficiency and transparency.

Financial health signals Reported revenue range places HUB Merrillville within a mid-market profile with access to substantial corporate backing and network resources. This can be leveraged in conversations about scale, specialized risk solutions, and access to national carrier partnerships.

Talent and leadership Recent leadership appointments in AI, cross-sell, and complex risk reflect a focus on advanced solutions and client education. This indicates openness to collaborative sales pilots, co-branded programs, and tailored training to boost client adoption of integrated insurance and risk management offerings.