Mid-market focus Target mid-market employers in the Charleston region and similar size firms that require robust benefits programs, self-funded/level-funded solutions, and compliance support, aligning with United Producers Group’s specialization.

Self-funded expertise Leverage and upsell the firm’s deep knowledge in self-funded and level-funded products to brokers seeking cost control and plan customization for clients with growing benefits spend.

Tech enablement Position technology capabilities as a differentiator by highlighting the firm’s experience with benefits-related tech, reporting, and compliance workflows to streamline broker operations for prospective clients.

Compliance value Emphasize compliance and reporting support as a core service to attract brokers facing complex regulatory requirements, offering a one-stop solution to reduce administrative burden.

Growth potential Capitalize on a $100M–$250M revenue band and a lean employee base to pursue partnerships with larger brokers seeking scalable, nimble regional expertise and personalized service.