Strategic Partnerships Primis has a growing partner ecosystem with recent alliances including National Friendly and Shepherds Friendly, indicating a market opportunity to pursue additional protection providers and insurer partnerships to expand the network’s product breadth and cross-sell potential.

Expansion and Hiring Significant regional growth activity evidenced by the appointment of multiple regional sales managers across key territories and a promotion of head of sales, suggesting a push to deepen adviser coverage and accelerate advisory network onboarding.

One-stop Offerings Promotes a comprehensive ‘one-stop shop’ for clients with a broad panel of lenders plus protection and general insurance, presenting a sales angle to capitalize on cross-product selling and higher average client value.

Technology Levers Utilizes a multi-faceted tech stack including CRM, sourcing systems, and a dedicated Mortgage Desk, which can be leveraged to streamline adviser workflows, improve conversion rates, and provide data-driven sales campaigns.

Market Positioning With 201-500 employees and revenue in the mid tens of millions, Primis sits between mid-sized networks and larger platforms, offering a potential target for scale-focused brokerages seeking access to a robust lender panel and accredited training resources.