Transforming how top brokers do business
Our vision is to catalyze a new era in insurance. One that is more human. More personal. More connected.
We believe that empowering insurance entrepreneurs — who know the needs of their clients and communities better than anyone else — helps millions of Medicare beneficiaries get access to coverage each year.
Our Values
Frequently Asked Questions
Our mission to help older adults take control of their health and support independent agents and agencies with growing their business.Our mission is to help the industry’s best independent Medicare agents build the insurance business of their dreams. Millions of beneficiaries depend on their trusted agents to select and manage benefits. We give agents the tools and support to do more than they ever thought possible.
We’re a service-first organization providing technology made just for Medicare brokers, unbelievable service, and a commitment to partnership.
We don’t buy agencies, and we don’t take over their brands. Everything we do is in service of creating a vibrant ecosystem where thousands of top agencies can stay independent.
We’re proud of our results so far: with over 3,400 broker partners, a 91 broker NPS, and aff after partnering with us.
Our platform is entirely proprietary; you won’t find it anywhere else! It combines a Medicare-specific CRM, quote & enrollment tools (e.g. Sunfire, Connecture), client engagement automations, lead generation forms, and reporting dashboards all-in-one. You can run your business out of one log-in instead of the twenty you're used today. Sign up for a demo to learn more.
Our ideal partner is an ambitious, innovative, and service-first agency committed to always doing the right thing for their agents and clients.
For downline agents, we provide a comprehensive technology platform that powers each layer of their business, from quote and enrollment to customer service.
For principals, we work closely together to accelerate recruitment, and we partner with their staff to streamline back-office operations, handling contracting, commissions, reporting, and more, so they can focus on the agent experience.