Niche Focus Small-scale broker model with a 0-1 employee footprint and revenue in the 10-25M range presents an opportunity to expand through white-label tech integrations, back-office automation, and carrier relationship support tailored to mid-sized agencies seeking efficiency gains.

Client-centric Approach Emphasize upsell of advisory services, enhanced case design tools, and post-sale case management improvements to brokers who value quick turnaround and cost containment, positioning Cohesive as a partner for profitability.

Carrier Relationships Leverage strong carrier connections and product knowledge to offer exclusive or prioritized access to competitive annuities, life, disability, and long-term care solutions, targeting agencies looking for differentiation.

Technology Stack Opportunity to introduce productivity and CRM integrations with Microsoft 365 and ASP.NET-based platforms, enabling streamlined quoting, case design, and client communication for small teams seeking scalability.

Growth Readiness With mid-market revenue and potential expansion plans, present scalable solutions such as vendor-managed services, data analytics, and compliance support designed for brokers aiming to grow client bases while controlling costs.