Mid-market Focus Target Statewide General Agency as a mid-market insurance broker with $50M-$100M in revenue and 11-50 employees for consultative risk management, program development, and carrier partnerships.

Tech Stack Leverage Leverage their digital tooling (Office 365, Highcharts, Gravity Forms, JSON-LD) to propose integrated insurtech solutions, streamlined underwriting workflows, and data-driven analytics for policy pricing and risk assessment.

Growth Opportunities Position bundled insurance programs and specialty lines to support potential expansion, cross-sell with larger agents like RT Specialty or Burns & Wilcox, and scale via regional partnerships.

Operational Efficiency Offer automation and platform interoperability to enhance policy administration and claims processing, aligning with their lightweight team size to improve efficiency and service delivery.

Market Positioning Emphasize competitive differentiation through targeted risk solutions for Oklahoma-based commercial clients, while exploring national program distribution via established wholesale partners.