Niche Disability Hurley Associates specializes in disability income planning for medical and dental professionals and has exclusive pricing for UPMC trainees, presenting a targeted sales opportunity to medical education programs and affiliated healthcare institutions.

Strategic Partnerships Position the firm as a partner for residency programs, medical schools, and hospital systems seeking specialized disability coverage for trainees and staff, leveraging their existing relationship with UPMC Medical Education.

Tech Enablement Utilize their tech stack (iCIMS, Salesforce, Pardot, Webflow, WordPress) to run integrated marketing and CRM efforts, offering value-added services like automated lead nurturing for insurance and financial planning products.

Growth Potential Revenue is under one million, indicating a small but potentially scalable brokerage opportunity through expanded client bases in healthcare professionals, universities, and affiliated networks.

Market Position As a recognized specialist in disability insurance with strong reputation among medical professionals, there is an opportunity to cross-sell full financial services and insurance planning to a broader audience within healthcare markets.