PNX-Udenna Insurance Brokers, Inc. (PUIBI) is a Davao-based company operating nationwide since 2006. The company is engaged in insurance brokerage services serving mainly its captive market, the Udenna Group of Companies, where the company belongs as one of the subsidiaries. Generally, the company is performing well, but did not gain over 1% market and profit share. With a very lean organization, the not so aggressive marketing and product offering outside its captive market alongside the external factors that directly and indirectly affect its operations, PUIBI must be able to pivot in order to optimize the growth potential of the business. The strategic management framework of David (2011) was used to assess the current state of the company and its environment, formulate strategies, and process control systems. In the analysis of the external business environment, the Political, Economic, Socio-Cultural, Technological, Legal, and Environment (PESTLE) approach. Strengths Weaknesses Opportunities and Threats (SWOT) analysis was used and further processed using the External Factor Evaluation Matrix (EFE Matrix) was used to summarize the ability of the company to respond to the external factors that affect its performance. The Internal Factor Evaluation Matrix (IFE Matrix) Indicates the overall strength or weaknesses of the company. The Strengths Weaknesses Opportunities and Threats (SWOT) Matrix serves as the basis for generating the key strategies that would enable the company to achieve the desired long-term objectives which will eventually lead to the realization of its vision, mission and goals. In the Control Systems, the Key Results Area and Performance Indicator are used as the evaluation tools. The recommended strategies are market penetration, improvement in sales mix, and horizontal integration. These strategies are intended to enable the company to improve its business operations to reach its long-term objectives and stay competitive in the market. Review and evaluation of strategies are recommended to be conducted periodically to determine if the implemented strategies need to be modified or replaced to be able to keep track with its goals.