Target SMB Health Independent agency focused on health insurance for small businesses and individuals; opportunity to cross-sell group health plans to local SMBs and expand individual health offerings via Creekstone's multi-carrier approach.

Multi-State Licensing Licensed in Ohio, Michigan and Nevada presents cross-state expansion potential for carriers and brokers, enabling sales conversations with small businesses operating across these states and potential telemarketed or virtual service capabilities.

Diverse Product Suite Portfolio includes Health, Life, Disability, Medicare Supplements, Dental, Vision, and Long Term Care, suggesting sales playbooks for affine benefits bundles, voluntary products, and retirement/aging-related needs for existing clients and referrals.

Small Team, High Reach With a lean staff and local footprint, there is an opportunity to partner with Creekstone for distribution, co-marketing, and white-label solutions to scale service delivery for a broader client base while maintaining personalized service.

Revenue Scale & Partners Mid-range revenue combined with a multi-carrier approach indicates potential for carrier partnerships, broker chain expansion, and value-added services such as benefits administration and wellness programs to capture a larger share of employer benefits spend.