Personalized service Target mid-sized businesses seeking tailored health insurance solutions and ongoing advisor relationships, positioning McGregor Benefits as a consultative partner rather than a policy seller.

Competitive positioning Differentiate from large incumbents by highlighting relationship-driven approach, family and business coverage focus, and faster, more responsive support for clients with 11-50 employees.

Digital presence Leverage their modern tech stack and cloud-based tools to upsell digital onboarding, self-service resources, and efficient policy management for small to mid-market clients.

Revenue scale With a revenue range of 25 to 50 million, target similarly sized or slightly larger advisory or broker clients that can benefit from McGregor Benefits’ personalized service model.

Growth partnerships Position as a strategic partner for local businesses, emphasizing collaborative benefits, family-oriented plans, and scalable coverage suitable for growing teams and multi-location operations.