Marketplace positioning Target mid-sized employer groups in the Charleston metro and similar regional markets that require self-funded or level-funded benefits solutions, highlighting United Producers Group’s specialty in self-funded/level-funded products and compliance reporting capabilities.

Tech-enabled value Leverage the firm’s technology focus to upsell advanced data analytics, reporting efficiency, and digital compliance tools to brokers seeking streamlined administration and proven risk management.

Compliance strength Promote robust compliance and reporting support as a differentiator for brokers facing evolving regulatory requirements, offering bundled services that reduce legal and administrative risk for employer clients.

Scale-fit opportunities Position against larger national firms by emphasizing personalized service, local market knowledge, and customizable benefits programs for employers with 11 to 50 employees in industries common to Charleston and surrounding regions.

Partnership potential Highlight the breadth of benefits offerings and advisory services to cross-sell with existing carrier relationships and independent broker channels, aiming to convert brokers seeking comprehensive, hands-on support into ongoing partnerships.