Insurance Synergy Primis combines a mortgage panel with protection and general insurance providers, plus a Uinsure sole-tie option. This creates a strong cross-sell and one-stop-shop narrative that can be leveraged to win broker attention through integrated product offerings and joint marketing campaigns.

Regional Growth Enablement Recent regional sales leadership hires signal a push for localized growth. Opportunity to supply tailored regional onboarding, training modules, and co-branded demand-generation materials to accelerate broker recruitment and performance in each territory.

Retention & Partnerships The loss of a broker client and new partnerships (Shepherds Friendly) indicate both churn risk and a healthy appetite for collaboration. Propose value-added onboarding support, exclusive product access, and performance-driven engagement packages to strengthen loyalty and win back or replace lost clients.

Tech-Driven Integration The tech stack includes iCIMS, a CRM, and a sourcing system, presenting an opening for integration partnerships and data-driven marketing. Propose API-friendly collaboration, streamlined broker onboarding workflows, and analytics dashboards to boost lead conversion and operational efficiency.

Mid-Market Growth Potential Primis sits in the UK mid-market broker space with an established national footprint and regional support. Opportunity to offer scalable services such as white-label marketing content, training curricula, compliance tooling, and lender-panel expansion consulting to attract and support similar mid-sized broker networks.