Strategic Partnerships Primis actively expands its lender and protection product panel through partnerships with insurers and financial services providers, indicating ongoing collaboration opportunities for cross-sell and enhanced adviser offerings.

Regional Growth Recent hires of regional sales managers across multiple regions and a promoted head of sales signal a focus on regional coverage and targeted business development, presenting potential for territory-specific partner outreach.

Technology Enablement Investment in CRM, sourcing tools and analytics (Power BI) suggests opportunities to offer value-added tech integrations, data analytics services, or platforms that streamline adviser workflows and client journeys.

Diverse Product Access A broad panel of mortgage lenders plus protection and general insurance providers positions Primis as a one-stop shop, making it a strong candidate for services that enhance product sourcing, compliance, and training for advisers.

Sales Leadership Recent leadership changes and regional appointments create openings for partnerships that align with Primis’ sales strategy, such as joint marketing, regional events, and co-branded training programs to drive adviser engagement.