Market Targeting Target Taft-Hartley trusts and multi-employer associations across the Western U.S. with an integrated benefit administration offer that includes retirement plan administration, investment and cash management, COBRA and HIPAA support, and the NBN Vision program—delivered by a single, reliable partner.

Compliance Solutions Highlight COBRA and HIPAA administration as core value adds for sponsors with large participant bases, offering outsourced compliance, eligibility reporting, and streamlined benefits administration to reduce regulatory risk and back-office costs.

Analytics Upsell Leverage current Power BI usage to upsell advanced analytics, dashboards, and consolidated reporting for plan sponsors; propose data warehousing or data-as-a-service to optimize claims processing, risk management, and financial accounting across multiple plans.

Tech Modernization Offer technology modernization and managed services around the Oracle and .NET stack, including cloud optimization, API integrations, and enhanced security to scale for larger clients and new markets while maintaining reliability and accuracy.

Vision Network Expansion Expand the NBN Vision network and provider partnerships within existing multi-employer accounts, cross-selling complementary benefit services to increase plan stickiness and overall client lifetime value.