Small to mid-size focus Target Peters & Milam as a mid-market client with 11-50 employees, offering tailored health, dental, vision, and ancillary benefits to optimize group coverage and employer-sponsored plans.

Regional footprint Santa Barbara based insurer with local market presence presents opportunities for localized benefits programs, compliance support, and personalized service to nearby SMBs seeking regional expertise.

Tech-enabled delivery Leverage their listed tech stack and digital touchpoints to propose seamless online enrollment, digital communications, and data-driven benefits analytics that align with their digital customer experience.

Medicare eligible niche Capitalize on their experience with Medicare-eligible clients by offering ancillary products, Medicare-compliant plan options, and bridge solutions that serve both group and individual segments.

Growth and funding signals With revenue in the tens of millions and a focus on personalized guidance, present scalable enrollments, quota-bearing partnerships, and value-added services that support continued growth and client retention.