Strategic Partners Independent California health insurance agency with a longstanding Premier Partner relationship with Anthem Blue Cross for under-65 and Medicare-related solutions. Potential sales opportunity in partnership programs, co-marketing, and channel collaborations to expand product access and distribution.

Mid Market Focus Small team (2-10 employees) operating in California with a dual focus on individuals under 65 and Medicare. Opportunity to upsell digital marketing services, lead generation programs, and backend tech enhancements to scale personalized service for a broader customer base.

Tech Driven Service Uses online technology alongside traditional personal service, plus a tech stack that includes MySQL, Backbone.js, and modern web delivery. Opportunity for selling CRM, analytics, or automation tools to improve member acquisition, quotes, and enrollment workflows.

Revenue Levers Revenue range indicates a healthy mid-market portfolio with potential for cross-sell between under-65 plans and Medicare products. Target opportunities include bundling plans, value-added services, and preferred partner programs to boost average revenue per customer.

Geographic & Market Signals Location in Calabasas, California with established presence since 1987 and Anthem Blue Cross designation. Potential to explore expansion support, regional campaigns, and strategic alliances within California’s health insurance ecosystem to capture more Medicare and individual market share.