Expanding Market Presence OneDigital has recently acquired Fortune Insurance and entered partnerships such as with the New Jersey Orthopaedic Society, demonstrating active growth and diversification in both P&C insurance and healthcare markets, creating opportunities to offer integrated insurance and risk management solutions.

Strategic Investment Activity With significant investments from Stone Point Capital and CPP Investments, OneDigital has substantial financial backing that supports expansion efforts, new product development, and increased market reach, making it a strategic partner for clients seeking innovative insurance and benefits services.

Technology and Data Utilization Utilizing advanced tech tools such as MicroStrategy and InVision, OneDigital emphasizes data-driven decision-making and digital engagement, providing avenues for selling cutting-edge benefits administration solutions and client analytics services.

Strong Industry Position Operating in a competitive insurance industry with revenue estimates between $250M and $500M and a workforce of 201-500 employees, OneDigital presents opportunities to target mid-market organizations and healthcare providers needing tailored insurance, risk management, and employee benefits offerings.

Focused Healthcare Expertise As a trusted Medicare distributor and healthcare benefits provider, OneDigital’s healthcare focus suggests opportunities to cross-sell supplementary services such as wellness programs, digital health solutions, and comprehensive employee health benefits to a growing and engaged client base.