Mid-market focus Target small to mid-sized employers in Indiana, Ohio, and Michigan seeking group health plans and affordable benefits packages. PMG Agency already serves small businesses with group health, life, disability, vision, and dental coverage, presenting an opportunity to expand cross-sell to existing clients and win new accounts in nearby markets.

Comprehensive benefit packages Leverage PMG’s ability to offer HSAs, HRAs, self-funded and traditional plans, plus voluntary life and disability as optional employer benefits. Position as a one-stop shop for employers wanting a tailored, compliant, and cost-effective benefits bundle.

Tech-enabled quoting Highlight the quick online quoting and side-by-side plan comparison capability to attract price-sensitive individuals and small businesses. Use digital outreach to capture leads who value fast, transparent rate discovery and personal assistance.

Regional growth potential Do targeted outreach in Indiana, Ohio, and Michigan where PMG operates. Emphasize established carrier relationships with A-rated carriers and the ability to deliver personalized support, which can differentiate PMG from larger brokers.

Financial scale signals With revenue in the tens of millions and a lean team, pursue partnerships or referral arrangements with larger brokers or employers seeking a nimble, personalized agency for supplemental benefits and small business health programs.