Ocozzio

What Ocozzio does

Ocozzio is a privately held, full-service B2B marketing agency founded in 2000 and headquartered in Augusta, Georgia. The firm specializes exclusively in the U.S. self-funded healthcare and employee benefits industry, serving third-party administrators (TPAs), carriers, pharmacy benefit managers (PBMs), stop loss carriers and managing general underwriters (MGUs), captives, full-service brokerages, healthcare technology vendors, and healthcare finance organizations. Ocozzio positions itself as an outsourced marketing department, delivering strategy, brand development, content, digital marketing, website development, graphic design, video production, public relations, and event planning to clients that lack the internal scale or industry depth to run these functions themselves.

The company's technical backbone is the HubSpot CRM platform, on which Ocozzio operates as a Diamond-tier Solutions Partner (achieved November 2024), placing it among the top ~3% of more than 7,500 global HubSpot partners and one of 34 serving the broader health sector. Ocozzio implements and manages all five HubSpot hubs (Marketing, Sales, Service, Content, Operations) for clients and provides tiered implementation packages (Basic $3,000, Standard $5,500, Advanced $7,000) plus ongoing RevOps administration. Adjacent proprietary assets include the annual Self-Funded Industry Calendar, a Marketing Savings Calculator benchmarked against a $685,000/year in-house team cost, an industry-specific Marketing Center, and LinkedIn Training.

Revenue is generated primarily through ongoing B2B marketing retainers, one-time HubSpot implementation fees, and managed RevOps subscriptions. Go-to-market is sales-led and event-driven, anchored by direct outreach to CEOs, CFOs, and marketing/sales leaders at TPAs, carriers, PBMs, and brokerages, supplemented by HubSpot partner inbound referrals and an active conference presence across HCAA, SIIA, IFEBP, NABIP, TABA, SPBA, and other self-funded industry events. The company is privately held with no disclosed funding rounds, parent entity, or revenue figures.

Name

Ocozzio

Legal name

Ocozzio Inc.

Website

https://ocozzio.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

51–100 employees

Short description

Ocozzio is a privately held, full-service B2B marketing agency founded in 2000 that exclusively serves the U.S. self-funded healthcare and employee benefits industry, including TPAs, carriers, PBMs, MGUs, captives, and brokerages, as a Diamond-tier HubSpot partner.

Ownership category

akta.pro rank

Product category

B2B Healthcare Marketing Services

NAICS

Advertising Agencies (541810), Advertising Agencies (54181)

SIC

Services-Advertising Agencies (7311), Services-Management Services (8741)

akta.pro primary industry

B2B/ABM Creative Agencies (MPAAAAAI)

akta.pro secondary industries

Technology & B2B PR (MPAAADAC), B2B / Account-Based Marketing (ABM) Strategy Consulting (MPAAAFAM)

Keywords

• B2B marketing agency
• Self-funded healthcare marketing
• HubSpot implementation services
• Employee benefits marketing
• Third-party administrator marketing

Headquarters

HQ city

Augusta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. B2B Marketing Services Retainer: Full-service B2B marketing agency delivering ongoing strategy, content development, digital marketing, HubSpot services, website development, and video production on a retainer basis. Services are priced based on scope and package level, with implementation packages starting at $3,000 (Basic), $5,500 (Standard), and $7,000 (Advanced).
2. HubSpot Implementation & Onboarding Services: One-time implementation and onboarding services for HubSpot portals, including portal strategy, technical setup, data migration, training, and custom dashboard creation. Priced in tiers: Basic ($3,000), Standard ($5,500), Advanced ($7,000) with add-ons available at variable pricing.
3. HubSpot RevOps Admin Services: Ongoing RevOps and admin support retainer for managing and optimizing HubSpot portals post-implementation, providing sales efficiency, process streamlining, data accuracy, and team productivity. Pricing determined via complimentary discovery call and portal review.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels9 records

Core offering

Ocozzio is a full-service B2B marketing agency serving the self-funded healthcare and employee benefits industry with strategy, brand positioning, content and inbound marketing, digital marketing (SEO, AEO/GEO, social), graphic design, video production, PR and event planning, and website development. As a Diamond HubSpot Partner Agency, the company also delivers tiered HubSpot implementation packages (Basic, Standard, Advanced) and ongoing HubSpot RevOps administration for TPAs, carriers, PBMs, stop loss carriers, MGUs, captives, healthcare technology companies, and brokerage agencies.

Product overview

Ocozzio is a full-service B2B marketing agency specializing in the self-funded healthcare and employee benefits industry since 2000. Their offering is a platform-plus-services model centered on HubSpot CRM, which they implement and manage as a Diamond HubSpot Partner. The core portfolio includes strategic marketing services (brand strategy, digital marketing, content development, graphic design, video production, website development), HubSpot platform services (Implementation & Onboarding in three tiers, RevOps Admin Support, and five HubSpot Hubs: Marketing, Sales, Service, Content, and Operations), and proprietary resources (The Marketing Center, Self-Funded Industry Calendar, LinkedIn Training, and Savings Calculator). These services work together as an integrated marketing department solution where HubSpot serves as the operational backbone for CRM, automation, and analytics, while the strategic and creative services drive brand development, pipeline growth, and revenue acceleration for TPAs, carriers, PBMs, captives, MGUs, and brokerages.

Differentiator

Problem solved

Functional benefit

Products and services

• Marketing Strategy & Brand Strategy B2B marketing strategy and brand positioning services for self-funded healthcare and employee benefits companies, including TPAs, carriers, PBMs, brokers, captives, MGUs, and healthcare technology firms.
• Digital Marketing Comprehensive digital marketing services including SEO, Answer Engine Optimization (AEO), content marketing, social media marketing, and digital advertising for the healthcare industry.
• HubSpot Implementation & Onboarding Guided HubSpot setup including portal strategy, technical configuration, data import, contact forms, social and ad integrations, and basic automation. Offered in Basic (starting at $3,000), Standard (starting at $5,500), and Advanced (starting at $7,000) packages.
• HubSpot RevOps Admin Services Hands-on RevOps administration including sales process streamlining, lead tracking, task automation, personalized outreach, user management, system integration, performance monitoring, reporting, training, and ongoing HubSpot portal support.
• Video Services Video production including compliance explainers, case study videos, client testimonials, and motion graphics for simplifying complex self-funded healthcare topics such as claims data and renewal strategy.
• Website Development Website design and development services including B2B SEO optimization, providing a 24/7 sales asset with fast load times, mobile responsiveness, and secure connections for self-funded industry clients.
• LinkedIn Training On-demand LinkedIn training tailored for B2B healthcare leaders to optimize profiles, understand the algorithm, and engage more meaningfully with connections.
• Graphic Design Professional graphic design services for creating boardroom-ready materials, visual storytelling, and executive-level presentations for self-funded industry clients.
• Public Relations and Event Planning PR services and event planning including conference participation, speaking opportunities, and industry media engagement for self-funded healthcare and employee benefits clients.

Quantifiable outcome

• A TPA client signed an additional 30,000 covered lives in one year and became the sole benefits provider for a state school system (case study: 'Strategic Success')
• +4 more outcomes

Named customers9 records

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability7 records

Feature6 records

Partnerships

One partnership is on record.

• HubSpotcoreTechnology or Integration · 15 November 2024Ocozzio is a HubSpot Diamond Partner Agency, providing HubSpot implementation, RevOps admin support, and optimization services to clients in the self-funded healthcare industry. Ocozzio receives preferred pricing as a Diamond partner, enabling competitive pricing for clients. This partnership allows Ocozzio to deliver CRM, marketing automation, sales, service, content, and operations hub solutions with hands-on implementation and ongoing support. HubSpot's platform is HIPAA-compliant, making it suitable for healthcare organizations. The partnership includes access to HubSpot's partner ecosystem for lead generation and co-marketing.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Healthcare Success: Full-service healthcare marketing agency serving providers, payers, and B2B healthcare organizations. Direct comparable as a specialized B2B healthcare marketing firm with similar digital, content, and lead-generation capabilities to Ocozzio.
• Cardinal Digital Marketing: Healthcare-focused digital marketing agency offering SEO, paid media, and web development for hospitals, health systems, and healthcare-related B2B clients. Comparable to Ocozzio in healthcare vertical specialization and digital execution focus.
• Geonetric: Healthcare digital agency providing website design, content, SEO, and marketing automation for hospitals and healthcare organizations. Comparable to Ocozzio as a healthcare-specialized digital and HubSpot/marketing-automation agency.
• Smith & Jones: Healthcare marketing agency combining brand strategy, creative, and media services for health systems and healthcare companies. Comparable to Ocozzio in providing full-service marketing to healthcare B2B clients.
• Wax Custom Communications: Healthcare marketing and advertising agency serving providers, payers, and healthcare technology companies. Comparable to Ocozzio in vertical specialization within healthcare and B2B focus.

Broad incumbents

• PAN Communications: Larger B2B technology and healthcare PR and marketing agency offering integrated PR, content, and demand generation. Comparable to Ocozzio in B2B/tech PR capabilities and AEO/GEO-adjacent content execution at greater scale.
• Walker Sands: B2B marketing and PR agency serving technology and professional services firms with integrated demand generation. Comparable to Ocozzio in serving B2B clients with full-service marketing retainers.
• Brafton: Content marketing agency offering content creation, SEO, video, and social for B2B brands across industries. Comparable to Ocozzio as a content-and-digital-focused B2B marketing services provider, though without vertical specialization.
• Influence & Co. Content marketing and PR agency serving B2B brands with content strategy, creation, and earned media. Comparable to Ocozzio in content-driven B2B marketing service delivery.

Emerging players

• Ten Speed: HubSpot-focused digital agency providing inbound marketing, web design, and HubSpot implementation for B2B clients. Comparable to Ocozzio specifically in the HubSpot implementation and inbound marketing service line.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ocozzio
• Instagraminstagram.com/ocozzio

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Ocozzio