Strategic Focus The Harrison Group specializes in HRA, FSA, and HSA administration with an emphasis on cost savings for employers, presenting a clear opportunity to expand internal benefit plan offerings and cross-sell related services such as Section 125/Cafeteria Plans and 5500 preparation to existing clients.

Tech-Driven A 100 percent paperless administration platform highlights a technology-forward sales angle to potential clients who value modern, efficient benefits administration; leverage this to upsell integrations, data reporting, and participant experience enhancements.

Mid-Market Target With 11-50 employees and revenue in the 50M to 100M range, target mid-sized employers seeking scalable benefits programs, offering flexible plan design and comprehensive support to replace less capable incumbents.

Product Suite Strong consolidated platform for HRA/FSA/HSA with related consulting services indicates cross-sell potential into transportation plans, non-discrimination testing, and Form 5500 preparation for clients aiming to consolidate benefits administration.

Growth Signals Recent emphasis on paperless, efficient administration paired with steady revenue signals suggests opportunity to pursue referrals from current clients and expand service adoption among plan participants through enhanced onboarding and customer success initiatives.