Global health focus Target multinational clients and expatriates with a focus on international health insurance and travel coverage, leveraging their established partnerships with top insurers to offer bundled global protection.

Affluent client base Position services for high-net-worth individuals and corporate ex-pats by highlighting personalized white-glove service, bilingual support, and access to premium insurers to differentiate from mass-market brokers.

Strategic partnerships Leverage current AM Best A-rated partners (Cigna Global, Allianz, Best Doctors, WorldTrips, IMG, Chubb, Hiscox) to upsell higher-tier plans, add-ons like medical concierge, and travel risk management for global assignments.

Tech-enabled sales Promote the Insurance Trading Desk and real-time policy customization as a unique selling proposition to corporate buyers seeking rapid quotes and tailored coverage for international programs.

Growth-ready scale With a mid-sized team and revenue in the 10–25 million range, target mid-market accounts and agencies looking for scalable international insurance solutions, offering training through their Learning Center to boost channel partnerships.