Acquisition History Formerly independent in disability and medical case management, Excel was acquired by Genex Services in early 2019, indicating integration into a larger enterprise with broader reach and potential cross-sell opportunities across disability and care management portfolios.

Mid-market Scale Headcount ranges between 201-500 employees with revenues in the 1M-10M range, suggesting you can position solutions suited for small to mid-size managed care vendors seeking scalable, cost-effective enhancements without enterprise-level complexity.

Longstanding Expertise The leadership brings over a century of combined clinical and disability management experience, enabling credible conversations around improving outcomes, care coordination, and efficiency with potential clients seeking proven performance.

Industry Fit Operating in hospitals and health care with an emphasis on disability and medical case management presents opportunities to upsell integrated software, analytics, or services that streamline case workflows, reporting, and risk management for payers and employers.

Digital & Tech Stack Current tech usage includes WordPress and common web technologies; this signals openness to modernization, potential for proposals around upgraded care management platforms, secure data exchange, and digital engagement capabilities for member interactions.