Growth Opportunities Target mid-market employers and benefits brokers seeking HSA integrated health sharing solutions to expand their offerings with HSA for America’s growing portfolio of HSA aligned plans and new Health Sharing products such as Cat365 Short Term Plans and Jericho Share.

Product Expansion Leverage the recent launches of Health Sharing guides and flexible plans to cross-sell to existing clients looking for cost containment strategies, positioning HSA for America as a one-stop source for HSAs and health sharing combined with MEC options.

Tech & Outreach Capitalize on the digital tooling and performance marketing stack including Google Ads, Crazy Egg, Hotjar and WordPress to run targeted campaigns for small to mid-sized businesses and individuals interested in HSA compatible plans, while offering partner integrations for lead qualification via iCIMS and live chat.

Revenue & Partners With a revenue range of 50M to 100M and a lean employee base, pursue partnerships with brokers and industry platforms that service 51-200 employees to capture share from similar firms with higher average deal sizes and scale through channel partnerships.

Competitive Position Emphasize cost savings, simple decision making, and no-cost expert guidance to differentiate from larger benefits platforms, while highlighting recent product launches to address employers seeking flexible, affordable health savings and health sharing alternatives.