Union Driven Growth Leverage the strong union partnerships (OPEIU Local 277 and general labor-oriented affiliations) to position supplemental insurance offerings as a value add for union members, with tailored benefits messaging and enrollment events at union halls or steward meetings.

Louisiana Focus Target the Diecedue Agency’s state focus by developing localized campaigns, bilingual materials if needed, and partner events with Louisiana-based unions and credit unions to drive member adoption of additional coverage and streamlined claims support.

Technology Enablement Utilize the current tech stack (DocuSign for fast enrollments, Adobe Experience Cloud for personalized digital experiences, and AWS infrastructure) to create a scalable digital enrollment funnel, digital brochures, and consent-based marketing to reduce cycle times.

Leadership Transition Window The recent leadership change at the parent company signals a potential window for strategic partnerships, introductory executive briefings, and pilot programs that align with the new leadership’s strategic priorities and growth appetite.

Financial Entry Points With mid-market revenue in the 25–50 million range and a focus on working families, explore cross-sell opportunities for additional life, disability, and accidental death coverage packaged as affordable employee benefit bundles for unions, associations, and credit unions.