Market positioning Insuranti operates as a Charlotte-based insurance agency offering health and life coverage across multiple top-rated carriers, presenting a diversified product suite suitable for cross-selling to existing clients and expanding into ancillary lines.

Growth potential With a revenue range of 100M to 250M and a focused regional footprint, there is opportunity to upsell senior-focused products such as Medicare supplements and guaranteed issue plans to retired or near-retiree segments, leveraging current customer trust.

Digital accessibility Quotes are provided quickly online, by phone, or in person, indicating a customer-friendly digital and omnichannel approach that can be leveraged to introduce additional products like dental, vision, or voluntary benefits to existing health plans.

Carrier diversity As an agent of a multi-carrier network, Insuranti can tailor needs-based packages, enabling cross-sell opportunities into life, disability, and supplemental coverage aligned with customer life events and changing health needs.

SMB and self‑employed focus Marketing efforts can target self-employed, unemployed, or transitioning workers who require affordable health and life options, positioning Insuranti as a trusted adviser for ongoing benefits during employment changes.