What Meyer & Associates does

Meyer & Associates (M&A) is a privately held insurance brokerage and affinity marketing company founded in 1973 and headquartered in Chatham, New Jersey. The company designs, administers, and distributes insurance programs on behalf of 150+ alumni associations, colleges, universities, and professional organizations, granting their members exclusive access to a curated product portfolio. Its product surface spans life insurance (Life for Life, Life to 95, Core Life, Children's Life underwritten by MetLife and New York Life), supplemental health (accident, critical illness, hospital indemnity underwritten by Prudential), long-term care and disability income protection (through Ameritas and multiple LTC carriers), dental and vision (Ameritas PrimeStar), identity protection (IDX), pet insurance (ASPCA), auto/home/renters (Farmers, Liberty Mutual), travel insurance (Travel Insured International, BCBS Global Solutions), annuities, Medicare exchange (Alight), and small business employee benefits administration (via Better Benefits Group technology).

The company's underlying technology stack consists of an insurance administration platform with customer portal (customers.meyerandassoc.com), online enrollment, and carrier connectivity infrastructure, supplemented by association-specific microsites (e.g., duke.meyerandassoc.com, stanford.meyerandassoc.com) that deliver partner-customized access and pricing. Approximately 25 employees operate this platform, led by a family-led management team with deep insurance operating backgrounds, including Founder/President Edward C. Meyer, Jr. (former Prudential national association marketing director), VP/Treasurer Barbara G. Meyer, and COO Ann Meyer Abdi (Harvard/Wharton, joined 2003).

M&A operates a B2B2C go-to-market, generating revenue primarily through insurance carrier commissions on policies placed via affinity partnerships, plus revenue shares paid to sponsoring organizations. Distribution blends inside sales (800-number), an e-commerce portal, and association-endorsed direct mail/email/webinar marketing. The company is licensed in 51 jurisdictions, claims 100,000+ insureds served since founding, and reports having grown 100% organically since 2004 with no outside funding, mergers, or acquisitions.

Name

Meyer & Associates

Legal name

Meyer and Associates

Website

https://meyerandassoc.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

11–50 employees

Short description

Meyer & Associates is a privately held insurance brokerage founded in 1973 that designs, administers, and distributes affinity-based insurance programs on behalf of 150+ alumni associations and professional organizations for their members and families across the United States.

Ownership category

akta.pro rank

Product category

Affinity Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Wholesale Insurance Brokerage (Excess & Surplus Lines) (FSAEADAD)

Keywords

• Affinity insurance programs
• Alumni insurance brokerage
• Supplemental health insurance
• Long term care insurance
• Small business benefits administration

Headquarters

HQ city

Chatham

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Commissions: M&A earns commissions from insurance carriers for policies sold through their affinity programs. The company acts as an administrator and broker for insurance products including life, accident, critical illness, hospital indemnity, long-term care, disability, dental, vision, pet, travel, auto/home, and identity protection insurance.
2. Sponsoring Organization Revenue Share: Different products provide various income streams to the sponsoring organization (alumni association/professional organization). The financial benefits to the sponsoring organization increase over time as participation grows, with no cost to the organization.
3. Small Business Employee Benefits Administration: M&A provides benefits administration technology that streamlines management for both employers and employees, offering proposals from top carriers with preferred pricing. Revenue comes from carrier relationships and administration fees.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Meyer & Associates is a boutique affinity insurance brokerage that designs, sells, and administers insurance programs endorsed by alumni associations and professional organizations for their members and families. The company offers life insurance, supplemental health, dental/vision, long term care, long term disability, auto/home/renters, identity protection, travel, pet insurance, annuities, Medicare exchange access, and small business employee benefits. M&A also provides complimentary advisory services for insurance and financial planning, acting as broker and administrator between top-rated carriers and affinity group members.

Product overview

Meyer & Associates operates as an insurance brokerage and affinity marketing company offering a comprehensive portfolio of insurance products exclusively for association members and their families. The product portfolio spans life insurance (Life for Life, Life to 95, Core Life, Children's Life), supplemental health insurance (Accident, Critical Illness, Hospital Indemnity through Prudential), property and casualty (Auto/Home/Renters through Farmers and Liberty Mutual), retirement products (Annuities), health-related coverage (Dental & Vision through Ameritas, Medicare Exchange through Alight), identity protection (IDX), travel insurance (Travel Insured International, BCBS Global Solutions), pet insurance (ASPCA), long term care and disability income protection (through Ameritas and multiple carriers), and small business employee benefits administration. The company does not offer a unified software platform but rather facilitates insurance products from various carrier partners through association endorsement programs, with advisory services as a complimentary consultation offering.

Differentiator

Problem solved

Functional benefit

Products and services

• Life Insurance

Quantifiable outcome

• 100,000+ insureds served since founding in 1973
• +3 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

17 partnerships are on record, tiered core and secondary.

• The Prudential Insurance Company of AmericacoreTechnology or IntegrationPrimary carrier for supplemental health insurance products including accident, critical illness, and hospital indemnity insurance. Prudential has over 145 years of experience and is described as one of the world's most admired companies.
• Metropolitan Life Insurance CompanycoreTechnology or IntegrationCarrier for Life for Life insurance product - affordable, fully-underwritten term life coverage with 10- and 20-year terms.
• New York Life Insurance CompanycoreTechnology or IntegrationCarrier for Life to 95 and Core Life insurance products. New York Life provides term life coverage for adults age 50+ and convenient coverage starting at age 18.
• Ameritas Life Insurance Corp.coreTechnology or IntegrationProvider of dental and vision insurance plans (PrimeStar) with next-day coverage and no enrollment fees, plus income protection/disability insurance products.
• Farmers InsurancesecondaryTechnology or IntegrationPartner for auto, home, and renters insurance products offering quality coverage with group savings for alumni.
• Liberty MutualsecondaryTechnology or IntegrationPartner for auto, home, and renters insurance products providing coverage with group pricing for partner associations.
• Mutual of OmahasecondaryTechnology or IntegrationLong term care insurance carrier partner offering traditional LTC policies as well as hybrid and linked-benefit products.
• Travel Insured InternationalsecondaryTechnology or IntegrationTravel insurance provider offering trip protection, travel medical, and global medical transport coverage.
• ASPCA Pet Health InsurancecoreTechnology or IntegrationPet insurance program with 10% group discount for alumni and additional 10% multi-pet discount. Reimburses up to 90% of covered vet costs.
• IDXcoreTechnology or IntegrationIdentity protection provider offering Essentials and Premier plans with alumni discounts up to 40%. Includes monitoring for nine types of identity theft, dark web monitoring, and $1 million insurance.
• Alight (Health Market Insurance Solutions)secondaryTechnology or IntegrationMedicare Health Exchange partner providing access to 100+ Medicare insurers nationwide with personalized, unbiased guidance and online plan recommendation tools.
• Better Benefits GroupsecondaryTechnology or IntegrationTechnology partner for small business employee benefits administration, providing software that streamlines benefits management for both employers and employees.
• BCBS Global SolutionssecondaryTechnology or IntegrationGlobal medical transport and travel medical insurance partner providing coverage for international travelers.
• National Guardian LifesecondaryTechnology or IntegrationLong term care insurance carrier partner offering traditional and hybrid LTC products.
• NationwidesecondaryTechnology or IntegrationLong term care insurance carrier partner offering traditional and hybrid LTC products.
• Lincoln FinancialsecondaryTechnology or IntegrationLong term care insurance carrier partner offering traditional and hybrid LTC products.
• The GuardiansecondaryTechnology or IntegrationLong term care insurance carrier partner offering traditional and hybrid LTC products.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• HUB International: HUB International is a large US insurance brokerage with affinity and association-program practices, providing similar broker services to membership organizations but at much larger scale and broader geographic depth than M&A.
• Arthur J. Gallagher & Co. Gallagher is one of the largest US insurance brokerages with retail and affinity practices; while much broader and more commercially focused, it competes for large affinity program mandates and distribution partnerships that touch the same carrier pool as M&A.
• Alera Group: Alera Group is a mid-market national insurance and benefits firm built by roll-up of regional brokerages; its employee-benefits and affinity-related offerings compete for carrier and association-program relationships overlapping M&A.
• Brown & Brown, Inc. Brown & Brown is a diversified national insurance brokerage whose affinity and association-program segments compete for the same large carrier partnerships and affinity-program RFPs as M&A, but with a much broader commercial book.
• AssuredPartners: AssuredPartners is a rapidly growing US insurance brokerage aggregator with personal and group benefits practices that could absorb affinity-program business in the same carrier ecosystem M&A occupies.

Direct peers

• Association Group Insurance Brokers: AGIB specializes in health and welfare insurance programs for associations and member groups, overlapping with M&A's dental/vision/LTD/Medicare exchange products distributed through organization endorsements.
• Forrest T. Jones & Company: Forrest T. Jones is a long-standing affinity insurance broker specializing in association-sponsored life, disability, and supplemental health insurance for trade groups, professional associations, and member organizations — the closest functional analogue to M&A's alumni-affinity model.
• Selman & Company: Selman & Company is a specialty insurance broker that designs and administers affinity/association-sponsored insurance programs for professional, trade, and membership groups — closely mirroring Meyer & Associates' core business of distributing carrier insurance products through association endorsements.
• Member Benefits (Insurance for Members): Member Benefits provides insurance programs endorsed by professional and fraternal associations to their members, with similar product breadth (life, disability, LTC, annuities) to M&A's alumni portfolio, although it skews more to financial planning than affinity marketing.
• AGIA Affinity Services: AGIA is an affinity-focused insurance program administrator serving associations, fraternities, sororities, and member-based organizations with insurance products — directly comparable to M&A's association-endorsed alumni insurance distribution model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/meyerandassoc
• LinkedInlinkedin.com/company/meyer-and-associates

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Meyer & Associates