The company is a group insurance brokerage firm that designs, installs, administers, and supports an array of health and welfare benefit and 401(k) plans for employers. The company is also a Third-Party Administrator (TPA) and owns proprietary technology for paperless, digital group insurance quoting, procurement, administration, and premium billing processing.

Key Aspects

Exceptional and proven proprietary software products
Highly experienced staff with vast corporate backgrounds in management, human resources and accounting
Unique product and service offering in an industry with high barriers of entry
Sterling reputation with proven case studies and successful projects with blue chip clients

Opportunities

Opportunity to establish a recurring revenue model from its software products
Capitalize on the company’s health and welfare benefits trust to produce exclusive, customizable products and attract agents nationwide
Offer continuous education to its employees to retain talent and attract new team members that can contribute to the company’s growth plans

Headquartered

Northeast United States

Current Markets

The company serves a variety of industries and business with fewer than 500 employees.

Real Estate

The company operates from a 5,500 sq. ft. facility leased from an unrelated third party. There is room to grow in the current location, which is about 70% occupied.

Shareholder Objectives

The company is fully owned by a single shareholder. The owner is ideally seeking a strategic buyer who can contribute to the company’s current growth plans.

Benchmark International

Benchmarks Exclusive Opportunities

Premium Insurance Brokerage Firm with TPA capabilities and Proprietary Software BN000032655

Premium Insurance Brokerage Firm with TPA capabilities and Proprietary Software BN000032655

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