Growth through partnerships ISI targets member-centric programs to drive retention and create ongoing revenue streams, signaling opportunities to position integrated insurance solutions and co-branded products with CU REVL and Institution Solutions.

Mid-market potential With 11-50 employees and an established revenue range of 25M-50M, ISI operates in a mid-market space where scalable admin and insurance services can be upsold, including personalized product solutions and marketing strategies.

Tech-enabled ops Current tech stack includes Microsoft 365, Azure, and front-end UI tools, indicating a readiness for digital onboarding, portal integration, and automated customer care to improve efficiency and client experience.

Sales leadership Recent leadership addition focused on credit union business development suggests direct access to CU networks; leverage this to propose targeted insurance programs and member benefits that boost acquisition and engagement.

Cross-sell opportunities ISI’s emphasis on complementary programs to mitigate risk and provide additional member benefits creates avenues to bundle insurance products with financial services, expanding cross-sell potential within partner ecosystems.