Surety Workflow Target Insurance Automation Group’s iAutomate Surety platform as a core upsell to agencies and brokers seeking end-to-end workflow automation for bonding processes, emphasizing enhanced record inactivation and office-level management introduced in Version 15.

Recovery Cost Pitch iAutomate Recovery Cost Containment solutions to health plans and commercial recovery firms focused on cost containment and dollars recovery, highlighting potential cross-sell opportunities within related financial services clients.

Integration Partners Leverage existing Platinum Integration Partner status with Applied Systems and connections to Merchants Bonding to propose expanded integrations, joint marketing, and bundled solutions to mutual customers.

Mid-market Focus Position IAG as a specialized mid-market software provider with revenue in the 10–25M range and a lean team, suggesting scalability playbooks and premium support offerings to attract growth-stage agencies and brokers seeking modern workflow tools.

Industry Events Capitalize on historical industry event participation (NASBP, NOPLG, bonding conferences) to coordinate targeted demos and executive briefings with attendees, leveraging trail from 2019 to current product messaging for competitive differentiation.