Funding optimization Target government agencies and municipalities facing GASB 45 unfunded liability reporting to position Epiphany as a lower risk, more predictable funding option that frees budget for essential programs.

SMB insurer niche Leverage the small employer and regional focus of Retirement Benefit Solutions to upsell tailored insurance and funding solutions to nearby state and local governments with constrained budgets.

Cost containment Highlight cost savings and budget predictability from Epiphany compared to traditional funding methods to appeal to finance leads seeking lower investment risk and more reliable long-term planning.

Tech-enabled outreach Utilize Microsoft 365 and other listed tech stack tools to craft targeted, compliant outreach campaigns, webinars, and documentation that resonate with government procurement and risk managers.

Close competitor gaps Position RBS against larger incumbents by emphasizing nimbleness, flexibility, and regional expertise to win bids where bigger firms may lack tailored municipal funding strategies.