Small team, agile Target cost-effective, scalable IT and security solutions tailored for a small insurance-focused operation with limited internal resources, emphasizing ease of deployment and managed services.

Digital enablement Leverage their existing tech stack (WordPress, PHP, AWS, DocuSign) to propose complementary digital onboarding, e-signature workflows, and secure document handling to improve member intake and policy servicing.

Security focus Identify opportunities in email protection and data security enhancements, given reliance on Barracuda Email Protection and cloud infrastructure, framing offerings around regulatory compliance and threat mitigation for customer data.

Growth potential With revenue in the multi-million range and growth ambitions implied by expansion in benefits, present scalable insurance tech solutions, automation, and analytics to optimize underwriting, claims, and member engagement.

Market positioning Position as a partner for mid to small cap peers in the life and supplemental health space by offering cost-effective, cloud-based IT and security services that align with their focus on working families in New York.