Alliance Driven Growth Leavitt Group Texas Select Briar Forest sits within a growing network of agency partners and mergers, signaling strong cross-sell potential across Leavitt's national platform. Use this momentum to pitch bundled insurance and risk management solutions to SMBs and mid-market clients, leveraging co-branded campaigns and access to broader product catalogs and carrier relationships.

Tech Stack Leverage The agency uses AMS360 and Benefitpoint alongside integration-ready tools like Module Federation, indicating readiness for digital workflows and data sharing. This creates sales opportunities for cyber liability and IT risk consulting, as well as value-added services around policy administration automation, data migration and analytics, and technology-enabled customer experiences.

Revenue Stability Reported revenue within the mid-range for a small team suggests a healthy client base and scalable operations that can be expanded with additional lines such as commercial property, liability, workers' compensation, and professional liability. This positions the firm to attract mid-market clients and upsell bundled risk management and captive-friendly solutions through the Leavitt platform.

Cross Sell Readiness Ongoing partnerships with Benefits By Design and other Leavitt affiliates indicate a strong cross-sell channel for employee benefits, retirement services, and HR solutions. A joint approach with Leavitt Strategic Benefits can open doors to small and medium businesses needing integrated coverage and benefits programs, creating opportunities for renewals and larger group benefits deals.

Expansion Network Opportunity Recent national and regional partnerships within the Leavitt Group ecosystem demonstrate growth momentum and marketing support that can be leveraged to win new clients in Houston and neighboring markets. Position as a gateway to national programs and specialized expertise for local SMBs seeking comprehensive insurance, risk management, and benefits solutions.