Growth through Acquisition Leavitt Group has a strong growth trajectory driven by acquisitions, expanding its footprint to 290+ locations across 31 states. This presents cross-sell opportunities for agencies looking to leverage Leavitt’s national resources to place larger commercial policies, employee benefits programs, and personal lines for mid-market to enterprise clients.

Privately Held Strength As a top privately held broker with substantial scale and revenue in the billions, Leavitt Group can be positioned as a stable partner for risk management, serving as a trusted intermediary with underwriting relationships that can streamline complex risk placements for growing businesses and self-funded benefit plans.

Diverse Service Offering Leavitt Group provides business insurance, group employee benefits, industry programs, and personal insurance. This enables bundled offerings and customized solutions for mid-market companies seeking integrated risk and benefits packages, including specialty programs that can be upsold to existing clients.

Strategic Partnerships Recent partnerships with WestCo Insurance, Athens Insurance, Benefits by Design, and other agencies indicate ongoing integration activity. This creates entry points for introduction of enhanced consulting services, risk management audits, and retirement/benefits optimization engagements for acquiring firms and new associates.

Tech-Driven Capabilities Adoption of a modern tech stack (iCIMS, SQL Server, Smartsheet, Zapier, Sentry, Mimecast, Jamf Pro) supports data-driven sales motions, CRM efficiency, and scalable service delivery. Leverage these tools to map client segments, automate outreach, and deliver fast, personalized proposals to prospective mid-market and large accounts.