SMB Focus Target mid-sized businesses in need of tailored benefits and insurance programs, leveraging OBIG’s personalized service approach to win clients seeking customized coverage.

Tech Enablement Utilize OBIG’s digital presence and analytics tools to identify prospects prioritizing streamlined onboarding, online quotes, and self-service capabilities through WordPress, Shopify, and data tracking.

Revenue Scale Position services to quickly scale with revenue growth, offering scalable employee benefits packages and modular insurance products that fit firms with growing headcounts.

Competitive Benchmark Differentiate from large incumbents by emphasizing personalized care and business understanding to win organizations seeking a more attentive partner than bigger insurers.

Growth Opportunities Leverage market signals from similar insurers’ size and revenue ranges to target mid-market segments and cross-sell adjacent risk management and employee wellness solutions.