Broad Insurance Power Faison Group operates as a full-service insurance broker offering group health, wellness, HR software, and payroll solutions. This positions the company to cross-sell integrated employee benefits packages and HR tech to clients seeking one-stop solutions.

Carrier Relationships As preferred vendors with major health insurance carriers and access to over 25 wellness vendors, there is a strong upsell path for expanding benefits offerings, wellness programs, and employer-sponsored services to current clients.

Technology Stack Utilizing Salesforce, WordPress, Google Ads, Shopify, and HR/payroll tech indicates a modern sales and service engine. There are opportunities to upsell advanced CRM-driven account management, analytics, and integrated HRIS/Payroll solutions to mid-market prospects.

Mid Market Focus With 11-50 employees and revenue in the tens of millions, target mid-sized firms that value a one-stop broker for benefits, HR software, and payroll. Emphasize scalable solutions, compliance support, and personalized enrollment services to win larger client wins.

Growth Readiness Revenue range suggests momentum and potential for deeper partnerships, PEO options, and expanded service lines. Propose bundled offerings, client success programs, and referral partnerships to accelerate client expansion and increase average contract value.