Florida Focus Target growth in Florida small-group and individual health insurance enrollments leveraging A&B’s 26-year local presence, 300+ agents, and multiple sales centers to cross-sell dental, life, accident, cancer protection, and travel coverage.
Affordability Advantage Position as the cost-conscious option for Florida employers and individuals by highlighting the company’s commitment to best health insurance rates and clear guidance, opening opportunities with budget-sensitive SMBs seeking comprehensive coverage.
Agency Network Leverage Alera Group affiliation and the broad agent network to unlock carrier partnerships, bundled solutions, and referral synergies with larger regional and national players already serving Florida markets.
Tech Enablement Utilize the current tech stack (MySQL, Google Analytics, Mautic, reCAPTCHA) to optimize lead capture, marketing automation, and data-driven quoting for faster cycles in health and supplemental insurance products.
Growth Signals Revenue scale indicates mid-market potential in a competitive landscape; pursue cross-sell opportunities to existing insureds with life, disability, and international travel coverage while targeting mid-size businesses expanding benefits.