Agency Targeting Position PeopleInsure as a partner for insurance agencies and brokerages seeking to improve service and sales through customized training, streamlined workflows and better system utilization, creating upsell opportunities for end-to-end optimization projects.

Recover at Work Upsell Capitalize on the national rollout of Recover at Work to offer bundled workforce management, training and process optimization services that improve productivity in client teams and reduce turnover.

Tech Enablement Leverage their tech stack, including Calendly, Microsoft 365 and video training channels, to offer an integrated onboarding, training and workflow automation solution that fits clients existing technologies and increases adoption.

Scalability Fit With a lean team and mid-market focus, provide scalable, low-friction services and managed packages that deliver measurable ROI without complex deployments.

Partnership Potential Capitalize on deep insurance industry expertise to pursue channel partnerships with regional agencies, brokers and distributors for faster co-selling and broader reach.