Agent Review
Agent Review is a Bellevue-based B2B2C platform that connects consumers with third-party-verified insurance agents through AI-driven matching, a monthly Verified Agent Program, and educational content across 14+ insurance categories, monetizing via agent subscriptions while consumer access is free.
- Company typePrivate
- Founded2014
- HeadquartersBellevue, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Agent Review does
Agent Review is a privately held Bellevue, Washington-based company operating a web-based B2B2C platform that connects consumers seeking insurance and financial-planning guidance with licensed, third-party-verified insurance professionals. Its core technology combines a Verified Agent Program — in which an independent contractor (Rhoads Online) performs monthly validation of agent identity, National Producer Number, state licensing, and Department of Insurance complaint status — with an AI-driven matching layer that surfaces vetted local agents based on consumer needs and location, a 22-language translation tool, and a review/rating system moderated by AI and human checks. The platform's product surface spans an Agent Search & Discovery directory, Insurance Education Content covering 14+ product lines (Medicare, Social Security, Life, Long-Term Care, etc.), the RSSA Roadmap Social Security planning tool, calculators, a glossary, and a blog, plus a branded consumer-education presence via the 'Retirement Genius' content partnership with Chris Orestis. Revenue is generated from insurance agents and agencies that subscribe for Verified Agent status, premium visibility, and lead generation, while consumer access is free; pricing for agent-side subscriptions is not publicly disclosed and is quote-based. The company has stated plans to introduce enterprise accounts in 2026 alongside a nationwide expansion and AI/AIO (Agent Intelligence Optimization) platform enhancements announced in January 2026.
Agent Review firmographics
Firmographics- Name
- Agent Review
- Legal name
- Agent Review
- Website
- https://agentreview.net
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Agent Review is a Bellevue-based B2B2C platform that connects consumers with third-party-verified insurance agents through AI-driven matching, a monthly Verified Agent Program, and educational content across 14+ insurance categories, monetizing via agent subscriptions while consumer access is free.
- Ownership category
- akta.pro rank
Agent Review industry classification
Industry- Product category
- Insurance Agent Marketplace
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Digital Distribution & Comparison Platforms (Aggregators/Marketplaces) (FSAGAGAA)
- akta.pro secondary industry
- Lead Generation, Comparison & Marketplace Platforms (Financial Products) (FSAEAMAM)
Keywords
Where Agent Review is headquartered
LocationHeadquarters
- HQ city
- Bellevue
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Agent Review business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Agent Platform Subscription: Insurance agents and agencies pay for premium visibility and credibility features on the platform. The Verified Agent program provides verified status that agents can leverage for business development.
- Consumer Platform Access: Free platform for consumers to search, compare, and connect with verified insurance agents. Revenue derived from agent subscriptions rather than consumer fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free for consumers |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
Agent Review product offering
Product offeringCore offering
Agent Review is a consumer education and insurance agent review marketplace that connects consumers with locally licensed insurance professionals. Its core product is a free consumer-facing platform for searching, comparing, and connecting with agents, supported by a paid Verified Agent Program that provides monthly third-party credential, licensing, NPN, and regulatory-standing verification for insurance professionals. The platform also delivers comprehensive insurance and Social Security educational content and uses AI-driven matching to pair consumers with verified local agents.
Product overview
Agent Review operates as a consumer education and insurance agent review platform, consisting of a core marketplace that connects consumers with verified insurance professionals, supported by the Verified Agent Program for third-party credential verification, and supplemented with educational content, review systems, and planning tools. The platform's main components include: the Agent Search & Discovery system for finding professionals; the Verified Agent Program providing monthly third-party credential validation; Insurance Education Content covering all major insurance categories; a Review & Rating System with AI-powered moderation; the RSSA Roadmap planning tool; plus ancillary tools including Calculators, a Glossary, Blog, and a 22-language Translation Tool. The platform positions itself around three core consumer principles: Education, Search, and Assessment.
Differentiator
Problem solved
Functional benefit
Brands
- Retirement Genius: Educational content brand featuring Chris Orestis providing retirement planning guidance, available in 22 languages.
- Verified Agent Program
Products and services
- Agent Review Platform Free consumer-facing marketplace where individuals can search for, compare, and connect with locally licensed insurance agents, financial advisors, and Registered Social Security Analysts. Features AI-driven matching, consumer reviews, and educational content across 14+ insurance categories.
- Verified Agent Program Paid subscription program for insurance agents and agencies that provides monthly third-party verification of identity, licensing status, National Producer Number (NPN) validation, regulatory standing, and Department of Insurance complaints through Rhoads Online. Members receive a Verified Agent badge, premium visibility, and lead generation on the platform.
- Insurance Education Content Library Unbiased educational content library covering Annuity, Auto, Commercial, Critical Illness, Disability, Final Expense, Health, Homeowners, Hospital Indemnity, Life, Long-Term Care, Medicare, Short-Term Care, and Social Security insurance, available to consumers free of charge.
- Agent Search & Discovery Directory Searchable directory that allows consumers to find insurance agents based on location, insurance expertise, experience, performance ratings, languages spoken, testimonials, and other criteria.
- RSSA Roadmap Social Security Planning Tool Free Social Security planning tool that helps consumers estimate future benefits, run what-if claiming scenarios, understand claiming options, identify strategies to boost lifetime income, and get organized before speaking with an RSSA-certified professional.
- Insurance & Retirement Calculators Financial planning calculators available to consumers for retirement and insurance planning scenarios.
- 22-Language Translation Tool Multi-language support tool that allows consumers and agents to access platform content and interact in 22 different languages, expanding access for non-English-speaking communities.
- Review & Rating System Consumer review and rating system for insurance professionals with AI + human moderation, dispute resolution, and agent response functionality.
Quantifiable outcome
- 80% of consumers begin their insurance search online
- +2 more outcomes
Companies that use Agent Review
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles3 records
Agent Review technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability3 records
Feature4 records
Agent Review partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- RSSA (Registered Social Security Analysts)coreRSSA credentialing organization partnered with Agent Review to provide compounded trust signals for AI systems. RSSA-certified professionals receive monthly verification through Agent Review's Verified Agent Program, which checks Department of Insurance complaints and license status. The collaboration aims to set new industry standards for verified, data-backed consumer-first guidance.
- Medicare Masters CertificatecoreMedicare Masters Certificate credentialing organization partnered with Agent Review to create compounded trust signals for AI-driven professional discovery. Professionals with Medicare Masters credentials receive enhanced verification and visibility on the platform.
- Rhoads OnlinecoreThird-party verification contractor providing monthly verification of agent credentials, licensing status, regulatory standing, and identity verification for Agent Review's Verified Agent Program.
- NARSSA (National Association of Registered Social Security Analysts)coreStrategic partnership with NARSSA to empower consumers with Social Security education and connect them with RSSA-certified professionals. Starting in 2026, Agent Review features RSSA-certified professionals whose credentials are verified monthly through the Verified Agent Program. Collaboration aims to set new industry standard for verified, data-backed, consumer-first insurance and retirement guidance.
- Chris Orestis ('Retirement Genius')Chris Orestis, known as 'The Retirement Genius,' named as Agent Review's consumer-facing voice for insurance, retirement, and financial security education. Partnership brings Retirement Genius educational content to Agent Review in 22 languages and provides verified agents with resources to share with clients.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Agent Review competitors and assessment
Company assessmentDirect peers
- QuoteWizard (by LendingTree): Insurance comparison marketplace owned by LendingTree that matches consumers with carriers and agents. Highly comparable business model and distribution mechanism.
- SmartAsset: Financial advisor and product matching platform with heavy emphasis on retirement, taxes, and insurance. Directly comparable on the financial-advisor discovery side, especially for retirement-focused consumers.
- EverQuote: Insurance lead-generation marketplace connecting consumers with agents across auto, home, and life. Publicly traded and well-capitalized, representing the scaled version of Agent Review's agent-matching model.
- SelectQuote: Direct-to-consumer insurance distribution platform with deep Medicare and life insurance focus, comparable to Agent Review's senior-insurance concentration and agent-network structure.
- PolicyGenius: Direct-to-consumer insurance comparison and broker marketplace that connects shoppers with licensed agents across life, disability, home, and auto. Closest direct peer given shared agent-discovery-plus-education model in insurance.
- NerdWallet: Consumer financial product comparison platform spanning insurance, credit cards, banking, and investing with educational content and agent/professional matching—comparable freemium model and category coverage to Agent Review.
Broad incumbents
- LendingTree: Large, publicly traded financial product comparison marketplace with insurance as one of several verticals (loans, credit, banking). Operates at much greater scale with similar agent/professional matching mechanics.
- Bankrate: Established consumer finance content and comparison platform owned by Red Ventures. Overlaps with Agent Review on insurance education and product comparison, though much broader in scope.
- Yelp: General-purpose local business review platform where consumers already search for insurance agents. A substitute discovery channel that competes for the same consumer intent, though without third-party credential verification.
Regional players
- Medicare.gov Plan Finder: Official U.S. government Medicare plan comparison tool that competes with Agent Review for Medicare-plan-discovery traffic. Not a direct marketplace for agents but a strong alternative for the core demographic.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights6 records
Customer concentration
Agent Review social profiles
Digital presenceAgent Review financial estimates
Financial estimateRevenue estimate
Valuation estimate
Agent Review leadership team
Management profileNumber of profiles
Profiles1 record
Agent Review funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Agent Review M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Agent Review
What does Agent Review do?
Agent Review is a consumer education and insurance agent review marketplace that connects consumers with locally licensed insurance professionals. Its core product is a free consumer-facing platform for searching, comparing, and connecting with agents, supported by a paid Verified Agent Program that provides monthly third-party credential, licensing, NPN, and regulatory-standing verification for insurance professionals. The platform also delivers comprehensive insurance and Social Security educational content and uses AI-driven matching to pair consumers with verified local agents.
Is Agent Review a public or private company?
Agent Review is a private company. It is classified as venture growth investor backed and is currently operating.
When was Agent Review founded?
Agent Review was founded in 2014. It employs 1 to 10 people.
Where is Agent Review based?
Agent Review is headquartered in Bellevue, United States, in the North America region.
How does Agent Review make money?
Two revenue lines are on record. Agent Platform Subscription is the primary driver. The others are consumer Platform Access.
Who are Agent Review's main competitors?
Direct peers on record are QuoteWizard (by LendingTree), SmartAsset, EverQuote, SelectQuote, PolicyGenius and NerdWallet. Broad incumbents are LendingTree, Bankrate and Yelp. Medicare.gov Plan Finder is listed as a regional player.
Does Agent Review have an API?
No public API is recorded for Agent Review.
What industry is Agent Review in?
Agent Review's product category is Insurance Agent Marketplace. Its primary akta.pro industry code is FSAGAGAA, Digital Distribution & Comparison Platforms (Aggregators/Marketplaces), with a secondary code of FSAEAMAM, Lead Generation, Comparison & Marketplace Platforms (Financial Products). Its NAICS code is 52421 and its SIC code is 6411.