Mid-market Focus Target mid-size to large corporations seeking employee benefits consulting and Medicare planning to expand their group benefits offerings, leveraging the company’s experience across diverse client types from family-owned to sole proprietorships.

Integrated Tech Capitalize on their tech stack presence (WordPress, Shopify, Microsoft 365, payment platforms) to offer cost-effective digital onboarding, benefits enrollment, and secure portal solutions that enhance the customer experience.

Revenue Growth Position up-sell opportunities around expanded benefits packages, compliance support, and Medicare planning as a pathway to increase average revenue per client given their current revenue range.

Competitor Benchmarking Leverage insights from large competitor peers (USI, HUB International, Aon) to present scalable benefits programs and broker services that can differentiate Group Benefits Consulting in the market.

Scalability Promise Offer scalable solutions and partnerships that support growth from 11-50 to enterprise-sized clients, including digital marketing, onboarding automation, and backend operations to support larger benefits programs.