Group Benefits Opportunity The agency services 600+ Oklahoma businesses with employee benefits, including partially self-funded options, suggesting a strong market for multi-carrier group plans and education services to optimize benefits mix.

SMB Focus With 2-10 employees per client, there is significant potential for scalable, cost-effective small business solutions such as essential health, dental/vision, life, disability, and workers’ compensation bundled packages.

Education and Strategy Regular employee meetings to educate benefits indicate an emphasis on engagement; this can be leveraged to upsell wellness programs, retirement/EPO plans, and proactive claims support as part of a broader benefits strategy.

Digital Presence A modern tech stack including React and Microsoft 365, paired with a visible multi-carrier benefits consulting model, enables targeted digital outreach, self-serve quote campaigns, and content marketing to attract growth.

Market Positioning Revenue in the mid seven-figure range with growth year over year and a statewide Oklahoma footprint positions BHJ as a prime target for regional partnerships, carrier relationships, and scalable brokerage expansion.