Broker Growth ATA specializes in level-funded health plans for small and mid-sized businesses and partners with independent brokers and general agents, presenting a clear opportunity to target broker networks seeking differentiated, surplus-return solutions to offer their SMB clients.

Surplus Advantage Promote the 100% surplus return model as a compelling retention and financial upside story for employers, a strong differentiator against traditional carriers that can drive interest from brokers looking to win more SMB business.

Underwriting Tools Leverage ATA’s real-time quoting, IHQ underwriting, transparent plan documents, and surplus calculators as selling points to brokers who want efficient, data-driven pricing and accurate cost projections for small groups.

Education Platform Highlight ATA’s educational resources (Level Funded University, The Noble Agent’s Guide to Level Funding) to position ATA as a partner that enhances broker capability and credibility when meeting with small business clients.

Scaleable Footprint ATA serves 35+ states with a scalable model that can support brokers expanding their book of business nationally, aligning with growth-focused agencies looking to diversify offerings beyond traditional fully insured plans.