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Strategic Partnerships: Our History of Growth

We wanted to take this opportunity to thank all of our strategic partners for the privilege of serving their clients through the years. We truly value their trust, confidence and partnership. For 10+ years, many of the largest insurance firms in the country have placed their trust in our ability to protect their brand and serve their clients. As strategic partners, they have relied on OneDigital to effectively manage their clients. By doing so, they have optimized staffing and resources, while at the same time enhanced their revenue opportunity on larger accounts.

Our strategic partners continue to reaffirm that a partnership with OneDigital has allowed them to enhance their overall growth, through segmentation of clients and the realignment of resources. Strategic partners continue to expand their business with us; raising revenue thresholds while allowing OneDigital to serve even larger clients. Many strategic partners have taken the revenue threshold up to $10,000 and/or up to 50 employees. Since we have local consultants in 60+ markets across the country, we can effectively manage clients (i.e. clients with 10 or more employees) on a personal, face-to-face basis. Clients with fewer than 10 employees are centrally managed from our Atlanta location, by our Small Business Select team. To give you further perspective, we’d like to share some metrics:

As of January 2018:

• We are working with more than 350 partner locations across the country
• We serve more than 22,000 partner clients, servicing over 65,000 policies
• We have consistently delivered a retention level above 90% year in and year out

We continue to invest in products, services and technology platforms, most recently announcing our strategic partnership with Zenefits, a company specializing in cloud-based software as a service to companies for managing their human resources. OneDigital and Zenefits customers now have access to the unique combination of the industry's best technology platform and best in-class employee benefits consulting.

We have also recently introduced new ways to engage the Sales Desk Team to support growth through new sales opportunities using dedicated email, OneDigital Link, texting and a dedicated toll free phone number. As we continue to grow we will to look for new, innovative opportunities that will increase our national footprint, as well as bring enhanced revenue to our strategic partners.


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  1. Really appreciate. This blog is the best source of information.

  2. We are a small plan retirement TPA in Clearwater.
    Got out of Medical benefits in 2011.
    Getting back in and looking for someone to hook up with.
    Mostly sell through Brokers.

  3. Nathan Hockley Partner Hockley and O'Donnell
    April 3, 2017 at 11:53 am

    Would like to discuss partnership opportunities in Central Pa. I can be reached at 717-891-8120. Thanks Nate

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