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Connie Health

Full company profile

uuid0000tld

Namestring
Connie Health
Legal namestring
Connie Health Inc.
Company typeenum
Private
Founded yearint
2021
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersBoston, United States
HQ citystring
Boston
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
medicare navigation, medicare plan comparison, medicare insurance advisory, senior healthcare guidance, medicare enrollment services
Industry2 codes
1Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs)
CodeFSAIAGAHPrimaryYes
2Medigap Member Support & Care Navigation (Advocacy/Concierge)
CodeHLAEADAHPrimaryNo
NAICS code2 codes
  • Insurance Agencies and Brokerages52421
  • Agencies, Brokerages, and Other Insurance Related Activities5242
SIC code1 code
  • Insurance Agents, Brokers & Service6411
Product category
Medicare Insurance Advisory Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Insurance Carrier Commissions
TypeAffiliate Referral
Description

Connie Health earns commissions from insurance companies for each Medicare plan enrollment completed through their platform. The service is free for consumers; insurance carriers pay Connie Health a commission for facilitating the enrollment. The company states they make the same commission regardless of which plan the customer chooses, ensuring unbiased guidance.

conniehealth.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Marketing or Sales, Technology or R&D, Operations, Others
Pricing details1 tier
1Free Medicare navigation service for consumers
ModelOtherBilling cadenceMonthly
Notes

No-cost service for Medicare beneficiaries; revenue generated through commissions paid by insurance carriers on completed enrollments.

conniehealth.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Connie Health operates an AI-native Medicare navigation platform that helps seniors compare, select, and enroll in Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D plans. The platform combines technology-driven plan comparison tools across multiple carriers (Aetna, UnitedHealthcare, Cigna, Blue Cross Blue Shield, Devoted Health, Humana) with a network of local licensed insurance agents who provide personalized in-person or phone-based guidance. The service is free for consumers; revenue is generated through commissions paid by insurance carriers on completed enrollments, with agents earning the same commission regardless of the plan selected.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Free service for consumers - insurance companies pay commissions
Product overview1 text field

Connie Health offers an AI-native Medicare navigation platform that helps seniors and Medicare beneficiaries compare and enroll in Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D plans. The core platform combines technology-driven comparison tools with access to a network of local licensed insurance agents. The company operates across Arizona, Florida, Illinois, and Texas, having expanded through acquisitions including Keen Insurance Services and Clearlink's Medicare business.

Product and service6 records
1Connie Health Medicare Navigation Platform
CategoryMedicare Insurance Advisory Services
Description

An AI-native Medicare navigation platform that helps seniors and Medicare beneficiaries compare, select, and enroll in Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D plans through technology-driven comparison tools and access to local licensed insurance agents.

2Medicare Advantage (Part C) Plan Selection Service
CategoryMedicare Plan Enrollment Services
Description

Personalized guidance and plan comparison service to help Medicare beneficiaries evaluate and enroll in Medicare Advantage plans, including HMO, PPO, and HMO-POS options from multiple carriers.

3Medicare Supplement (Medigap) Plan Guidance
CategoryMedicare Plan Enrollment Services
Description

Information, comparison resources, and personalized agent guidance for Medicare Supplement insurance plans that help cover gaps in Original Medicare coverage.

4Medicare Part D Prescription Drug Plan Selection
CategoryMedicare Plan Enrollment Services
Description

Assistance with Medicare Part D prescription drug plan selection, eligibility verification, coverage comparison, and enrollment through the Connie Health platform and licensed agents.

5Local Licensed Insurance Agent Network Service
CategoryMedicare Insurance Advisory Services
Description

A network of local, licensed insurance agents who provide personalized Medicare guidance and enrollment support to beneficiaries in their communities across Arizona, Florida, Illinois, and Texas, with 50+ years of combined experience.

6Medicare Plan Finder (ZIP-based Online Quoting Tool)
CategoryMedicare Plan Comparison Tool
Description

An online self-service tool that allows Medicare beneficiaries to enter their ZIP code and compare Medicare plans side-by-side across multiple carriers to find options that fit their budget and healthcare needs.

Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Insurance Carriers (Aetna, UnitedHealthcare, Cigna, Blue Cross Blue Shield, Devoted Health, Humana)
Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Connie Health represents Medicare Advantage, Part D, and Supplement plans from multiple insurance carriers. The company earns commissions from these carriers when customers enroll in plans through Connie Health's platform and agents.

conniehealth.com
Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Medicare insurance broker operating an agent network and online comparison tools across multiple states, directly comparable in business model and target customer to Connie Health.

TypeDirect peer
Description

Medicare-focused insurance marketplace using a hybrid technology-and-agent model to enroll seniors in MA, Supplement, and Part D plans; competes head-to-head with Connie Health for carrier commissions and consumer mindshare.

TypeBroad incumbent
Description

MA-focused carrier and care delivery company that is both a Connie Health carrier partner and a direct-to-senior distribution competitor through its own plan advisors and digital tools.

TypeEmerging player
Description

Digital-first Medicare broker using an AI matching engine and licensed advisors to help seniors select MA and Supplement plans; a smaller-scale emerging peer with a similar hybrid tech-plus-agent proposition.

TypeEmerging player
Description

Venture-backed Medicare advisory platform focused on unbiased plan recommendations through a tech-enabled advisor model — emerging direct competitor with similar target customer and differentiation thesis.

TypeDirect peer
Description

Large online health insurance marketplace offering Medicare plan comparison and enrollment, generating revenue primarily through carrier commissions — the closest scaled digital peer to Connie Health's AI-native navigation platform.

TypeDirect peer
Description

Public senior-focused insurance distributor that sells Medicare Advantage and Medicare Supplement plans through call-center agents and digital channels — directly comparable to Connie Health's local-agent-led, commission-based Medicare brokerage model.

TypeBroad incumbent
Description

Federal government's official Medicare plan finder — a broad incumbent that sets the baseline comparison experience and competes indirectly for senior attention with Connie Health's own plan finder tool.

TypeBroad incumbent
Description

Major national MA carrier that lists Connie Health as a distribution partner but also operates captive agent and direct-to-consumer Medicare sales channels — an incumbent that constrains Connie Health's negotiating leverage on commission rates.

TypeBroad incumbent
Description

Largest MA carrier with its own direct-to-consumer enrollment platform and agent channel — competes both as a Connie Health carrier partner and a distribution alternative for seniors.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI capability1 record

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries2 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds3 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors11 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Connie Health

Medicare Insurance Advisory Servicesconniehealth.com

Connie Health firmographics

Firmographics
Name
Connie Health
Legal name
Connie Health Inc.
Website
https://conniehealth.com
Company type
Private
Founded year
2021
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Connie Health industry classification

Industry
Product category
Medicare Insurance Advisory Services
NAICS
Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
SIC
Insurance Agents, Brokers & Service (6411)
akta.pro primary industry
Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)
akta.pro secondary industry
Medigap Member Support & Care Navigation (Advocacy/Concierge) (HLAEADAH)

Keywords

  • Medicare navigation
  • Medicare plan comparison
  • Medicare insurance advisory
  • Senior healthcare guidance
  • Medicare enrollment services

Where Connie Health is headquartered

Location

Headquarters

HQ city
Boston
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Connie Health business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

  1. Insurance Carrier Commissions: Connie Health earns commissions from insurance companies for each Medicare plan enrollment completed through their platform. The service is free for consumers; insurance carriers pay Connie Health a commission for facilitating the enrollment. The company states they make the same commission regardless of which plan the customer chooses, ensuring unbiased guidance.

Pricing tiers

ModelBillingPrice
OtherMonthlyFree Medicare navigation service for consumers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Connie Health product offering

Product offering

Core offering

Connie Health operates an AI-native Medicare navigation platform that helps seniors compare, select, and enroll in Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D plans. The platform combines technology-driven plan comparison tools across multiple carriers (Aetna, UnitedHealthcare, Cigna, Blue Cross Blue Shield, Devoted Health, Humana) with a network of local licensed insurance agents who provide personalized in-person or phone-based guidance. The service is free for consumers; revenue is generated through commissions paid by insurance carriers on completed enrollments, with agents earning the same commission regardless of the plan selected.

Product overview

Connie Health offers an AI-native Medicare navigation platform that helps seniors and Medicare beneficiaries compare and enroll in Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D plans. The core platform combines technology-driven comparison tools with access to a network of local licensed insurance agents. The company operates across Arizona, Florida, Illinois, and Texas, having expanded through acquisitions including Keen Insurance Services and Clearlink's Medicare business.

Differentiator

Problem solved

Functional benefit

Products and services

  • Connie Health Medicare Navigation Platform An AI-native Medicare navigation platform that helps seniors and Medicare beneficiaries compare, select, and enroll in Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D plans through technology-driven comparison tools and access to local licensed insurance agents.
  • Medicare Advantage (Part C) Plan Selection Service Personalized guidance and plan comparison service to help Medicare beneficiaries evaluate and enroll in Medicare Advantage plans, including HMO, PPO, and HMO-POS options from multiple carriers.
  • Medicare Supplement (Medigap) Plan Guidance Information, comparison resources, and personalized agent guidance for Medicare Supplement insurance plans that help cover gaps in Original Medicare coverage.
  • Medicare Part D Prescription Drug Plan Selection Assistance with Medicare Part D prescription drug plan selection, eligibility verification, coverage comparison, and enrollment through the Connie Health platform and licensed agents.
  • Local Licensed Insurance Agent Network Service A network of local, licensed insurance agents who provide personalized Medicare guidance and enrollment support to beneficiaries in their communities across Arizona, Florida, Illinois, and Texas, with 50+ years of combined experience.
  • Medicare Plan Finder (ZIP-based Online Quoting Tool) An online self-service tool that allows Medicare beneficiaries to enter their ZIP code and compare Medicare plans side-by-side across multiple carriers to find options that fit their budget and healthcare needs.

Quantifiable outcome

  • Free service for consumers - insurance companies pay commissions

Companies that use Connie Health

Customer profile

Segments1 record

Ideal customer profiles1 record

Connie Health technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature1 record

Connie Health partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Insurance Carriers (Aetna, UnitedHealthcare, Cigna, Blue Cross Blue Shield, Devoted Health, Humana)coreChannel Partner/ Reseller/ DistributorConnie Health represents Medicare Advantage, Part D, and Supplement plans from multiple insurance carriers. The company earns commissions from these carriers when customers enroll in plans through Connie Health's platform and agents.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Connie Health competitors and assessment

Company assessment

Direct peers

  • HealthPlanOne: Medicare insurance broker operating an agent network and online comparison tools across multiple states, directly comparable in business model and target customer to Connie Health.
  • GoHealth: Medicare-focused insurance marketplace using a hybrid technology-and-agent model to enroll seniors in MA, Supplement, and Part D plans; competes head-to-head with Connie Health for carrier commissions and consumer mindshare.
  • eHealth: Large online health insurance marketplace offering Medicare plan comparison and enrollment, generating revenue primarily through carrier commissions — the closest scaled digital peer to Connie Health's AI-native navigation platform.
  • SelectQuote: Public senior-focused insurance distributor that sells Medicare Advantage and Medicare Supplement plans through call-center agents and digital channels — directly comparable to Connie Health's local-agent-led, commission-based Medicare brokerage model.

Broad incumbents

  • Devoted Health: MA-focused carrier and care delivery company that is both a Connie Health carrier partner and a direct-to-senior distribution competitor through its own plan advisors and digital tools.
  • Medicare.gov (CMS): Federal government's official Medicare plan finder — a broad incumbent that sets the baseline comparison experience and competes indirectly for senior attention with Connie Health's own plan finder tool.
  • Anthem Blue Cross Blue Shield (Medicare): Major national MA carrier that lists Connie Health as a distribution partner but also operates captive agent and direct-to-consumer Medicare sales channels — an incumbent that constrains Connie Health's negotiating leverage on commission rates.
  • UnitedHealthcare (AARP Medicare): Largest MA carrier with its own direct-to-consumer enrollment platform and agent channel — competes both as a Connie Health carrier partner and a distribution alternative for seniors.

Emerging players

  • CoverRight: Digital-first Medicare broker using an AI matching engine and licensed advisors to help seniors select MA and Supplement plans; a smaller-scale emerging peer with a similar hybrid tech-plus-agent proposition.
  • Chapter: Venture-backed Medicare advisory platform focused on unbiased plan recommendations through a tech-enabled advisor model — emerging direct competitor with similar target customer and differentiation thesis.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Connie Health social profiles

Digital presence

Connie Health financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Connie Health leadership team

Management profile

Number of profiles

Profiles3 records

Connie Health subsidiaries and ownership

Company hierarchy

Subsidiaries2 records

Connie Health funding detail

Funding detail

Funding overview

Funding rounds3 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Connie Health M&A and investment

M&A and investment

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Connie Health

What does Connie Health do?

Connie Health operates an AI-native Medicare navigation platform that helps seniors compare, select, and enroll in Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D plans. The platform combines technology-driven plan comparison tools across multiple carriers (Aetna, UnitedHealthcare, Cigna, Blue Cross Blue Shield, Devoted Health, Humana) with a network of local licensed insurance agents who provide personalized in-person or phone-based guidance. The service is free for consumers; revenue is generated through commissions paid by insurance carriers on completed enrollments, with agents earning the same commission regardless of the plan selected.

Is Connie Health a public or private company?

Connie Health is a private company. It is classified as venture growth investor backed and is currently operating.

When was Connie Health founded?

Connie Health was founded in 2021. It employs 11 to 50 people.

Where is Connie Health based?

Connie Health is headquartered in Boston, United States, in the North America region.

How does Connie Health make money?

One revenue line is on record: insurance Carrier Commissions.

Who are Connie Health's main competitors?

Direct peers on record are HealthPlanOne, GoHealth, eHealth and SelectQuote. Broad incumbents are Devoted Health, Medicare.gov (CMS), Anthem Blue Cross Blue Shield (Medicare) and UnitedHealthcare (AARP Medicare). Emerging players are CoverRight and Chapter.

Does Connie Health have an API?

No public API is recorded for Connie Health.

What industry is Connie Health in?

Connie Health's product category is Medicare Insurance Advisory Services. Its primary akta.pro industry code is FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs), with a secondary code of HLAEADAH, Medigap Member Support & Care Navigation (Advocacy/Concierge). Its NAICS code is 52421 and its SIC code is 6411.

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Live signals
VC News DailyConnie Health Grabs $40M Series B RoundConnie Health, an AI-native Medicare navigation platform, has raised $40 million in Series B funding led by HealthQuest Capital, with participation from JSL Capital and existing investors Khosla Ventures, aMoon, and Pitango HealthTech. The company also completed its 10th acquisition by integrating Clearlink's Medicare business, leveraging its AI platform to scale operations. The financing brings total funding to $85 million and will support the company's M&A-driven national growth strategy.The SaaS NewsConnie Health Raises $40M Series BConnie Health, an AI-native Medicare navigation platform for seniors, has closed a $40M Series B funding round led by HealthQuest Capital, bringing its total funding to $85M. The company plans to use the capital to bolster its balance sheet, pursue acquisitions, expand its agent network, advance its AI technology platform, and grow its partnerships with value-based care providers and Accountable Care Organizations. The funding round also included participation from JSL Capital and existing investors Khosla Ventures, aMoon, and Pitango HealthTech.Pulse 2.0Connie Health Raises $40 Million And Acquires Clearlink’s Medicare BusinessConnie Health announced the completion of its acquisition and integration of Clearlink's Medicare business, marking the company's 10th completed acquisition and expanding its AI-native Medicare navigation platform. Connie Health simultaneously raised $40 million in Series B funding led by HealthQuest Capital, with participation from JSL Capital and existing investors Khosla Ventures, aMoon, and Pitango HealthTech, bringing its total funding to date to $85 million. The company says the capital strengthens its balance sheet and provides financial flexibility to pursue additional acquisitions supporting long-term national growth, while expanding partnerships with Accountable Care Organizations, health systems, and value-based care providers.FintechConnie Health completes Clearlink dealConnie Health completed the acquisition and integration of Clearlink's Medicare business after a $40m Series B round led by HealthQuest Capital. The round brings total funding to $85m, and the deal is Connie Health's tenth completed acquisition. The company plans to continue investing in its agent network, further acquisitions, and AI-driven platform.BioSpaceConnie Health Announces Acquisition of Clearlink Insurance Agency and Series B Funding to Accelerate Growth in MedicareConnie Health completed its acquisition of Clearlink's Medicare business, its 10th acquisition, and announced a $40 million Series B led by HealthQuest Capital. The round brings total funding to $85 million, supporting further acquisitions and agent network growth.PR NewswireConnie Health Announces Acquisition of Clearlink Insurance Agency and Series B Funding to Accelerate Growth in MedicareConnie Health, an AI-native Medicare navigation platform, has completed the acquisition and integration of Clearlink's Medicare business, marking its 10th completed acquisition and expanding its scale of operations. The company simultaneously closed a $40 million Series B funding round led by HealthQuest Capital with participation from JSL Capital and existing investors Khosla Ventures, aMoon, and Pitango HealthTech, bringing total funding to $85 million. Connie Health intends to use the capital to continue investing in its agent network, acquisitions, AI platform, and partnerships with value-based care providers for national growth.citybizConnie Health Acquires Clearlink Medicare Business and Expands Growth Strategy With $40 Million Series BConnie Health acquired Clearlink's Medicare business and integrated it, using a $40 million Series B led by HealthQuest Capital. The funding brings total funding to about $85 million and supports further acquisitions and national expansion. The company plans to continue investing in AI, agent networks, and value-based care partnerships.CoveragerConnie Health buys Clearlink’s Medicare businessConnie Health completed its acquisition of Clearlink's Medicare business and closed a $40 million Series B round led by HealthQuest Capital. The funding brings total investment to $85 million, and Clearlink is the tenth acquisition. Connie Health is positioning itself as a partner to Accountable Care Organizations and health systems.FinSMEsConnie Health Closes Series B Funding; Acquires Clearlink Insurance AgencyConnie Health raised an undisclosed Series B led by HealthQuest Capital, bringing total funding to $85M. The company will use the funds to expand operations and development, and it acquired Clearlink Insurance Agency, an independent insurance broker.Castle PlacementTop 10 Insurance/InsurTech Capital Raises in the U.S.This article lists the top 10 capital raises and transactions in the U.S. Insurance/InsurTech sector for October 1st-15th, 2024, including acquisitions by Connie Health, DigitalBGA, and Nearmap Australia, as well as venture funding rounds for companies like Pinpoint Predictive and Assurified. The report details specific investment amounts and lead investors for each transaction within this two-week period. It serves as a periodic market update rather than coverage of a single major corporate event.