Self-funded Focus Potential for cross-sell or upsell within self-funded health benefit clients by leveraging Custom Design Benefits TrueCost Reference-Based Pricing offering and hospital partnerships to drive cost containment and transparency for existing and prospective corporate clients.

Mid-market Reach Target mid-sized employers in the Tri-State area and beyond who value locally rooted, privately held administration with a focus on care and compliance to replace or augment current TPA providers.

Analytics Driven Utilize their tech stack (HubSpot, Salesforce, Piwik PRO, Microsoft Clarity) to identify engagement signals, automate outreach, and personalize value propositions around cost containment, compliance services (FMLA), and benefits design.

TrueCost Advantage Highlight TrueCost Reference-Based Pricing and copay-only design as a differentiator to attract employers seeking transparent pricing and direct hospital partnerships, presenting a compelling ROI case.

Expansion Signals Leverage recent executive hires and regional footprint in Cincinnati with Jefferson County partnerships as outbound triggers to explore renewal opportunities, contract expansions, or channel partnerships with insurance brokers and employer groups.