Acquisition Opportunity Having been acquired by OneDigital in December 2016, Designing Benefits now operates as part of a larger nationwide organization, which may present cross-selling opportunities for additional benefit services or HR solutions across OneDigital’s extensive client base.

Small Business Focus With a small team of 2-10 employees and a revenue range under 1 million dollars, Designing Benefits primarily targets small to mid-sized companies, highlighting potential for tailored affordable benefit and HR services for small business clients.

Cost-Conscious Services The company's emphasis on budget-sensitive benefit programs and free value-added HR services positions it as an ideal partner for small companies seeking cost-effective benefits solutions.

Tech Integration Utilizing a tech stack that includes WordPress, Microsoft 365, and Amazon ALB suggests a modern digital infrastructure, offering opportunities to enhance client engagement and streamline service delivery through technology upgrades or integrations.

Industry Positioning As part of a highly competitive insurance and benefits landscape with larger firms like USI and Willis Towers Watson, there is potential to differentiate by focusing on personalized, simplified benefits solutions for small organizations seeking tailored HR support.