Advocate Health Advisors
Advocate Health Advisors is a Veteran-owned national Field Management Organization that connects Medicare-eligible Americans, particularly seniors turning 65 and military veterans, with independent licensed agents who advise on and enroll them in Medicare Advantage, Supplement, and Part D plans across 66 carriers.
- Company typePrivate
- Founded2005
- HeadquartersEnglewood, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Advocate Health Advisors does
Advocate Health Advisors (legal entity: Advocate Health, LLC) is a privately held, Veteran-owned national Field Management Organization (FMO) in the U.S. Medicare market, founded in 2005 by Dr. Darwin Hale, a retired U.S. Army Reserve Colonel, after a personal experience helping his mother navigate Medicare enrollment. The company is headquartered in Englewood, Florida, operates with a corporate headcount of 11-50, and is licensed in all 50 states plus Puerto Rico. It represents 66 carrier organizations offering 5,288 Medicare products.
The company's core offering is Medicare advisory and enrollment support delivered through a distributed network of independent licensed insurance agents who conduct compliant sales presentations by phone, electronically, or via virtual visit. The product portfolio spans Original Medicare (Parts A and B), Medicare Advantage (Part C), Medicare Supplement (Medigap Plans A-N), Medicare Part D prescription drug coverage, Dual Special Needs Plans (D-SNP), and Chronic Condition Special Needs Plans (CCSNP). AHA also operates a Veterans Initiative Program (sub-brand "Advocate for Veterans") that coordinates VA benefits with Medicare coverage. Underpinning the agent channel is a cloud-based online enrollment platform featuring prescription lookup, scope-of-appointment tooling, and side-by-side plan comparison across major carriers.
AHA's revenue model is commission-based: services are provided at no cost to Medicare beneficiaries, and the company earns carrier commissions on Medicare Advantage, Supplement, and Part D enrollments. Distribution is multi-channel, including direct sales via independent agents, agency partnerships, an online enrollment portal, and content marketing (blog, social media, "Kate's Journey to 65" video series, podcast appearances). Customer segments include Medicare-eligible individuals turning 65, veterans, employers assisting employees in Medicare transitions, and the agents and agencies that sell under AHA's upline. No external funding rounds, M&A activity, or parent company have been disclosed.
Advocate Health Advisors firmographics
Firmographics- Name
- Advocate Health Advisors
- Legal name
- Advocate Health, LLC
- Website
- https://advocatehealthadvisors.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Advocate Health Advisors is a Veteran-owned national Field Management Organization that connects Medicare-eligible Americans, particularly seniors turning 65 and military veterans, with independent licensed agents who advise on and enroll them in Medicare Advantage, Supplement, and Part D plans across 66 carriers.
- Ownership category
- akta.pro rank
Advocate Health Advisors industry classification
Industry- Product category
- Medicare Insurance Brokerage Services
- NAICS
- Services for the Elderly and Persons with Disabilities (624120)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Health Services (8000)
- akta.pro primary industry
- Patient Advocacy, Navigation & Access to Care (BPAGACAH)
- akta.pro secondary industries
- Medicare Member Engagement & Care Management (Utilization, Case/Disease Mgmt) (FSAIAGAL), Quality Monitoring, Advocacy & Ongoing Care Plan Review (HSABAIAO)
Keywords
Where Advocate Health Advisors is headquartered
LocationHeadquarters
- HQ city
- Englewood
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Advocate Health Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Others
Revenue model
- Insurance Commission Revenue: The company generates revenue through commissions earned from Medicare insurance product sales. Licensed agents sell Medicare Advantage, Medicare Supplement, and Part D prescription drug plans on behalf of carrier partners, earning commissions for each enrollment.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | — | Commission-based service for Medicare beneficiaries |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Advocate Health Advisors product offering
Product offeringCore offering
Advocate Health Advisors is a Veteran-owned national Field Management Organization that provides Medicare guidance, plan comparison, and enrollment support to Medicare-eligible individuals through a nationwide network of independent licensed insurance agents. The company represents 66 organizations offering 5,288 Medicare Advantage, Supplement, and Part D products across all 50 states and Puerto Rico, supported by a cloud-based online enrollment platform.
Product overview
Advocate Health Advisors is a Veteran-owned national Field Management Organization (FMO) in the Medicare market, established in 2005. The company operates as a services platform that connects Medicare-eligible individuals (primarily those turning 65) with licensed independent insurance agents who provide Medicare guidance and enrollment support. The core offering consists of Medicare Advisory Services supported by a Cloud-Based Online Enrollment Tool that enables agents to compare and enroll clients across multiple insurance carriers. The product portfolio includes various Medicare plan types: Original Medicare (Parts A and B), Medicare Advantage (Part C), Medicare Supplement Plans (Medigap Plans A-N), and Medicare Part D prescription drug coverage. Specialized offerings include Dual Special Needs Plans (D-SNP) for those with Medicare and Medicaid, and Chronic Condition Special Needs Plans (CCSNP). The company also offers a Veterans Initiative Program to help Veterans coordinate VA benefits with Medicare. Educational resources include the 'Kate's Journey to 65' video series. The company is licensed in all 50 states and the Commonwealth of Puerto Rico, and currently represents 66 organizations offering 5,288 products.
Differentiator
Problem solved
Functional benefit
Brands
- Advocate for Veterans: A Veterans Initiative Program dedicated to helping fellow Veterans with VA benefits and Medicare choices. Features a dedicated website at advocateforveterans.com.
Products and services
- Medicare Advisory Services A national Field Management Organization service providing Medicare guidance, plan comparison, and enrollment support through a network of licensed independent insurance agents across all 50 states and Puerto Rico, representing 66 organizations that offer 5,288 Medicare products. Services are delivered at no cost to Medicare beneficiaries.
- Medicare Advantage (Part C) Advisory and enrollment support for Medicare Part C plans that combine Parts A and B coverage and often include Part D prescription drug coverage plus additional benefits such as dental, vision, and hearing. Offered through multiple carrier partners to Medicare-eligible consumers.
- Original Medicare (Parts A and B) Educational and advisory service for Original Medicare, which combines Part A (hospital insurance) and Part B (medical insurance) as the foundation of Medicare coverage. For Medicare-eligible individuals seeking to understand baseline coverage options.
- Medicare Supplement Plans (Medigap) Advisory and enrollment support for Medicare Supplement (Medigap) plans labeled A, B, C, D, F, G, K, L, M, and N, designed to cover out-of-pocket costs that Original Medicare does not cover, such as deductibles, copayments, and coinsurance. For Medicare beneficiaries seeking to reduce Original Medicare cost exposure.
- Medicare Part D (Prescription Drug Coverage) Advisory and enrollment support for standalone Medicare Part D prescription drug plans and Part D coverage bundled within Medicare Advantage plans (MAPD), using formulary-based tiered pricing to lower out-of-pocket prescription costs. For Medicare beneficiaries needing prescription drug coverage.
- Dual Special Needs Plans (D-SNP) Medicare Advantage plans for individuals who have both Medicare and Medicaid, offering robust benefits designed for those requiring extra care. For dual-eligible beneficiaries needing integrated Medicare and Medicaid coverage.
- Chronic Condition Special Needs Plan (CCSNP) Specialized Medicare Advantage plans designed to provide coverage catering to the physical and mental care needs of Americans with chronic conditions. For Medicare beneficiaries with qualifying chronic conditions requiring tailored care coordination.
- Veterans Initiative Program A specialized service program helping Veterans coordinate VA benefits with Medicare coverage to maximize care and minimize costs, delivered by Veteran-focused staff who assist fellow veterans. For veteran Medicare beneficiaries eligible for VA benefits.
Quantifiable outcome
- Agents produce 25 percent more applications per agent than competitors
- +3 more outcomes
Companies that use Advocate Health Advisors
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles4 records
Advocate Health Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Advocate Health Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Pittsburgh Veteran Community Partnership (VCP)coreThe partnership connects Veterans, caregivers, and their families to VA and non-VA benefits. Advocate Health Advisors and the Pittsburgh VCP focus on helping Veterans get the benefits they earned through VA and match them with the best Medicare plan. Both prioritize trauma informed care by extending Veteran-specific mental health educational programs to community health care professionals.
- Medicare Advantage Carriers (Humana, UnitedHealthcare, Aetna, Anthem)coreAdvocate Health Advisors represents Medicare Advantage organizations that have a Medicare contract. They work with national insurance carriers that offer Medicare Advantage plans, representing 66 organizations which offer 5,288 products.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Advocate Health Advisors competitors and assessment
Company assessmentBroad incumbents
- EverQuote: EverQuote operates an insurance marketplace that drives consumer leads into insurance agents across personal lines, with a substantial Medicare lead-generation vertical. While not an FMO, it is a comparable ecosystem participant whose marketing and lead-routing capabilities shape competition for AHA's Medicare consumer demand.
Direct peers
- GoHealth: GoHealth is one of the largest publicly traded Medicare insurance brokerages in the US, with a telesales and digital distribution model selling Medicare Advantage, Supplement and Part D plans. Like Advocate Health Advisors, it operates a multi-carrier platform connecting beneficiaries with licensed agents and earns commissions from carriers.
- Ritter Insurance Marketing: Ritter Insurance Marketing is one of the largest independent Field Marketing Organizations serving the senior market, recruiting and supporting thousands of insurance agents who sell Medicare Advantage, Medicare Supplement and final-expense products. It is the closest FMO-style peer to AHA in terms of agent recruitment, contracting, and carrier portfolio breadth.
- Senior Market Companies: Senior Market Companies is an insurance marketing organization focused on Medicare Advantage, Medicare Supplement and annuity products, contracting with thousands of independent agents nationwide. Its structure and agent-centric FMO model closely mirrors AHA's operations.
- Benefytt Technologies: Benefytt operates a digital Medicare insurance marketplace (parent of SelectQuote's legacy businesses) using telesales and proprietary technology to enroll beneficiaries in MA, Medigap and Part D plans. It competes for the same turning-65 consumer using multi-carrier enrollment tooling similar to AHA's portal.
- HealthPlanOne: HealthPlanOne is a Medicare insurance brokerage and lead-generation platform selling Medicare Advantage, Supplement and Part D plans through licensed agents online and by phone. It overlaps with AHA on multi-carrier product breadth and a sales-led agent motion targeting turning-65 consumers.
- SelectQuote Insurance Services: SelectQuote is a publicly traded direct-to-consumer insurance distribution platform with a large Medicare-focused vertical selling Advantage, Supplement and Part D products through phone- and digital-driven licensed agents. It overlaps directly with AHA's core business of recruiting licensed agents, comparing multi-carrier plans, and earning carrier commissions.
- e-TeleQuote Insurance: e-TeleQuote is a Medicare-focused insurance agency that distributes MA, Medigap and Part D plans through licensed agents nationally, with significant telesales and lead-generation capacity. Like AHA it is essentially a Medicare FMO/agency reliant on carrier commissions and multi-state licensing.
Emerging players
- Hella Health: Hella Health is an emerging Medicare-focused insurance agency offering Medicare Advantage and Supplement plans through digital tools and licensed agents targeting younger seniors. It represents a newer, more tech-led entrant overlapping with AHA's product mix and beneficiary segments.
- MedicareFAQ / Medicare Insurance Finders: MedicareFAQ is a digital Medicare lead and education site that connects beneficiaries with licensed agents selling MA, Medigap and Part D plans. Like AHA it is content-marketing-driven but smaller and online-only, representing an emerging, digital-first peer in the Medicare distribution value chain.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Advocate Health Advisors social profiles
Digital presenceAdvocate Health Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advocate Health Advisors leadership team
Management profileNumber of profiles
Profiles11 records
Advocate Health Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advocate Health Advisors 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 Advocate Health Advisors
What does Advocate Health Advisors do?
Advocate Health Advisors is a Veteran-owned national Field Management Organization that provides Medicare guidance, plan comparison, and enrollment support to Medicare-eligible individuals through a nationwide network of independent licensed insurance agents. The company represents 66 organizations offering 5,288 Medicare Advantage, Supplement, and Part D products across all 50 states and Puerto Rico, supported by a cloud-based online enrollment platform.
Is Advocate Health Advisors a public or private company?
Advocate Health Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Advocate Health Advisors founded?
Advocate Health Advisors was founded in 2005. It employs 11 to 50 people.
Where is Advocate Health Advisors based?
Advocate Health Advisors is headquartered in Englewood, United States, in the North America region.
How does Advocate Health Advisors make money?
One revenue line is on record: insurance Commission Revenue.
Who are Advocate Health Advisors's main competitors?
EverQuote is listed as a broad incumbent. Direct peers are GoHealth, Ritter Insurance Marketing, Senior Market Companies, Benefytt Technologies, HealthPlanOne, SelectQuote Insurance Services and e-TeleQuote Insurance. Emerging players are Hella Health and MedicareFAQ / Medicare Insurance Finders.
Does Advocate Health Advisors have an API?
No public API is recorded for Advocate Health Advisors.
What industry is Advocate Health Advisors in?
Advocate Health Advisors's product category is Medicare Insurance Brokerage Services. Its primary akta.pro industry code is BPAGACAH, Patient Advocacy, Navigation & Access to Care, with a secondary code of FSAIAGAL, Medicare Member Engagement & Care Management (Utilization, Case/Disease Mgmt). Its NAICS code is 624120 and its SIC code is 6411.