Broker Channel Growth Leverage the exclusive broker distribution model highlighted by the Employee Navigator partnership to scale level funded health plan offerings to small and mid sized businesses nationwide. Build joint marketing and sales motions with brokers, create co branded materials, and integrate lead flows with Salesforce to improve broker funnel visibility and conversion.

National Expansion Capitalize on nationwide broker reach to drive geographic expansion beyond the current base. Recruit new broker partners and accelerate onboarding with standardized processes, leveraging Optimyl's data driven approach to deliver enterprise grade health plan solutions to SMBs via brokers.

Level Funded Advantage Position level funded programs as cost containment and cash flow predictability for SMBs, targeting finance leaders and HR teams. Develop ROI case studies and tailored value messaging around premium stability that aligns with Optimyl's data driven approach.

Tech Enabled Selling Use the existing tech stack to fuel scalable sales motions. Employ CRM driven workflows to track broker performance, automate quotes, and deliver a seamless quote to bind experience for SMBs through the Employee Navigator channel.

Mid Market Focus Differentiate with a service centric, mid market oriented value proposition. Emphasize rapid implementation, level funded options, and broker support to win SMBs seeking enterprise grade benefits delivered via brokers.