Market position Small agency with focus on Southeast health plans and access to major carriers suggests a potential partnership channel to expand distribution through HealthPlanStore’s localized network.

Leadership edge Founder has 22 years in the industry and 17 years as a senior executive at a top national benefits company, indicating strong domain expertise that can be leveraged in client conversations and co-selling opportunities.

Carrier lineup Representing name-brand carriers such as BlueCross, Aetna, UnitedHealthcare, Kaiser, Coventry, and Humana presents a wide suite of plans to match diverse client needs, enabling cross-sell and upsell strategies.

Growth levers Small team with revenue near the lower end signals potential for scalable partnerships, white-labeling, or technology-enabled distribution to accelerate growth without heavy overhead.

Tech footprint Utilizes common enterprise tech stack (Cloudflare, Microsoft 365, PHP, jQuery) that can integrate with customer relationship and quoting tools, enabling smoother joint marketing and sales operations.