Small Business Focus EPIC serves very small groups, typically 2 to 10 employees, with a flexible mix of group benefits. This creates an opportunity to expand within similar SMB segments that value customized, non-medical insurance and minimal administration.

Flexible Coverage Advantage Offer a modular benefits suite including short- and long-term disability, dental, vision, life, and voluntary options to address varied client needs; position as scalable for growing SMBs with easy customization and onboarding.

Strategic Affiliation As part of the WPS Health Solutions family, EPIC benefits from not-for-profit credibility and Midwest-focused service. Leverage this to pursue local nonprofit, public-sector, and SMB buyers seeking trusted plans and predictable pricing.

Digital CRM Leverage Tech stack signals emphasis on CRM and analytics; present opportunities for enhanced digital enrollment, self-service tools, and data-driven renewals through HubSpot, Google Analytics, and integrated benefits platforms.

Midwest Growth Potential Established Midwest presence with a Madison base; target neighboring states’ SMBs with localized support and service excellence to compete with larger national carriers.