SMB focus Target Bona Vita Benefits Group as a small to mid-sized employer benefits partner to expand access to affordable health insurance options for their client base and broaden share of wallet with value-driven service offerings.

Partnership leverage Capitalize on recent PSMA partnership to position Bona Vita as a trusted broker for bundled health plan options, creating co-selling opportunities and cross-referral potential with associations reaching SMBs.

Cost management Emphasize solutions that help control rising health insurance costs for SMBs, aligning with their stated goal of manageable costs while maintaining high service levels, which can drive upsell into analytics, wellness, and admin support services.

Tech-enabled service Highlight the existing tech stack and digital engagement capabilities (WordPress, Hotjar, Cloudflare, Google Workspace, Microsoft 365) to deliver streamlined onboarding, customer experience improvements, and data-driven health plan recommendations.

Growth readiness Position as a scalable partner capable of supporting Bona Vita’s growth trajectory and potential diversification into additional employee benefits, wellness programs, and HR tech integrations as they expand their mid-market footprint.