Market position Ventris operates as a full service insurance agency and consulting group with a long-standing presence since 1986 and national reach beyond Wasatch Front, indicating credibility and potential for cross-state SMB and mid-market opportunities in employee benefits, HR, and payroll solutions.

Financial scale Reported revenue range of 250M to 500M suggests Ventris handles sizable client portfolios, implying opportunities for enterprise-focused, bundled insurance and consulting services, plus partnerships for large employer benefits and specialized risk management programs.

Tech and data Adoption of tools like iCIMS, Osano, Mailchimp, Google Cloud, and Piwik PRO Core indicates a modern tech stack and data-driven marketing, presenting opportunities to offer integrated insurtech, digital onboarding, and analytics-driven risk assessment services.

Awards and visibility Regular top firm recognition in Utah enhances credibility for expansion efforts or new service lines; leverage prestige to approach regional and national clients with tailored employee benefits, HR, and consulting offerings.

Talent and focus Small to mid-sized team (11-50 employees) combined with comprehensive services signals potential for scalable partner programs, channel partnerships, and co-sell opportunities targeting mid-market companies needing comprehensive benefits and HR support.