Captive Solutions Mid-market focus with captive insurance formation and management presents a clear opportunity to cross-sell to companies seeking alternative risk transfer, cost control, and tax efficiency.

Cost and Cash Flow Revenue scale suggests potential for expanding relationships with larger mid-market clients by highlighting measurable savings in insurance costs and improved cash flow through captive structures.

Expertise Leverage A team of actuaries, CPAs, financial advisors and attorneys enables bundling of comprehensive advisory services, creating a differentiator for selling end-to-end risk management and tax optimization solutions.

Tech Enablement Existing tech stack (Wix, WordPress, Zendesk, Google Cloud, Office 365) enables scalable outreach and client service; leverage to implement targeted content, automation, and self-serve resources for captive prospects.

Market Position Operating in a landscape with large specialty brokers and captive providers; position Synergy as a turnkey, compliant, mid-market friendly alternative to larger, slower-moving incumbents.