Berwick Insurance Group
Berwick Insurance Group is an NMO/FMO recruiting and supporting 7,000+ independent insurance agents nationwide to sell Medicare, Individual & Family, and group health plans across 30+ carriers via its proprietary IntegrityCONNECT platform stack.
- Company typePrivate
- Founded1997
- HeadquartersTucson, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Berwick Insurance Group does
Berwick Insurance Group, LLC is a Tucson, Arizona-based National Marketing Organization (NMO) and Field Marketing Organization (FMO) that recruits, contracts, and supports independent insurance agents selling Medicare Advantage, Medicare Part D, Medicare Supplements, Individual & Family Plans (ACA), and group health insurance products. Founded in 1997 by brothers Jim and David Berwick, the company has grown to support over 7,000 contracted agents across all 50 states and represents more than 30 insurance carriers, having obtained one of the limited NMO contracts that enable cross-state Medicare distribution.
The company's core technology stack is centered on the IntegrityCONNECT platform family, which provides quoting, electronic enrollment, CRM, CMS-compliant call recording, Scope of Appointment capture, and lead management; IntegrityCONNECT Plus extends this with agency-level downline administration. Adjacent products include PlanEnroll (a consumer-facing branded website builder for agents), T65.app (a mobile Medicare lead-generation tool), and an Agent Portal providing 24/7 access to carrier portals, training, and compliance resources. The most recent addition is AskIntegrity, an AI-powered assistant marketed as first-in-the-industry, providing in-the-moment plan recommendations and client-note summarization. Berwick also operates an in-house Medicare tele-sales division and referral program, representing vertical integration beyond pure agent enablement.
Commercially, Berwick monetizes exclusively through carrier-paid override commissions on policies written by its contracted agents; all agent-facing services, training, leads, and technology are provided at no cost. The company has been part of Integrity Marketing Group since 2021, gaining access to broader lead sources, carrier relationships, and the IntegrityCONNECT technology backbone. Headcount is reported in the 101-250 range, supporting a national operation from a single Tucson headquarters.
Berwick Insurance Group firmographics
Firmographics- Name
- Berwick Insurance Group
- Legal name
- Berwick Insurance Group, LLC
- Website
- https://berwickinsurance.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Berwick Insurance Group is an NMO/FMO recruiting and supporting 7,000+ independent insurance agents nationwide to sell Medicare, Individual & Family, and group health plans across 30+ carriers via its proprietary IntegrityCONNECT platform stack.
- Ownership category
- akta.pro rank
Berwick Insurance Group industry classification
Industry- Product category
- Insurance Distribution Services (NMO/FMO)
- NAICS
- Insurance Agencies and Brokerages (52421)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)
- akta.pro secondary industries
- Individual Health Insurance Brokerage & Distribution (FSAIAEAL), Medigap Distribution & Brokerage (Captive/Independent/IMO/FMO) (HLAEADAD)
Keywords
Where Berwick Insurance Group is headquartered
LocationHeadquarters
- HQ city
- Tucson
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Berwick Insurance Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Carrier Commissions: As an NMO/FMO, Berwick Insurance Group receives compensation from insurance carriers when agents sell plans. Carriers pay Berwick a separate override/bonus on top of the base commissions paid directly to agents. The company does not charge agents for services, support, or contracting - all agent-facing services are free as Berwick's revenue is derived entirely from carrier relationships.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Agent Services - No Cost |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
Berwick Insurance Group product offering
Product offeringCore offering
Berwick Insurance Group is a National Marketing Organization (NMO) and Field Marketing Organization (FMO) that recruits, contracts, trains, and supports approximately 7,000 independent insurance agents to sell Medicare Advantage, Medicare Part D, Medicare Supplements, Individual & Family Plans, and group health insurance products from 30+ carrier partners across all 50 U.S. states. All agent services, including proprietary technology platforms (IntegrityCONNECT, PlanEnroll, T65.app), training, lead generation, contracting, certification, and compliance support, are provided at no cost to agents, with Berwick's revenue derived entirely from carrier commissions and overrides.
Product overview
Berwick Insurance Group operates as a National Independent Marketing Organization (NIMO/FMO) providing a unified platform ecosystem for insurance agents specializing in Medicare and Individual/Family Plans. The core product suite centers on IntegrityCONNECT—a comprehensive sales and marketing platform that handles quoting, enrollment, CRM, and compliance recording—augmented by IntegrityCONNECT Plus for agency-level downline management, the AskIntegrity AI assistant for client intelligence, and an Agent Portal for resource access. Lead generation is supported through IntegrityCONNECT Leads and the PlanEnroll consumer-facing website, while T65.app provides on-demand mobile lead access. All services and technology platforms are provided to agents at no cost as part of their NMO partnership.
Differentiator
Problem solved
Functional benefit
Products and services
- IntegrityCONNECT Comprehensive one-stop sales and marketing platform enabling agents to quote and enroll clients in any market, compare plans and formularies, complete e-applications for last-minute enrollments, collect Scope of Appointment documentation, record calls as required by CMS, manage dynamic CRM with client information, automate marketing, and access a dashboard with tasks and reminders. Includes exclusive benefits and discounts for agents.
- IntegrityCONNECT Plus Agency admin tool that enables agencies to manage downline agents with enhanced insights and actionable data. Features include agency/agent profile switching, downline dashboard, production tracking, and agent contract/permission management.
- AskIntegrity AI Assistant AI-powered digital assistant that provides client information synopses, in-the-moment AI prompts to find the right plan, and client note summaries on-the-go for insurance agents using the IntegrityCONNECT platform.
- Agent Portal Personalized 24/7 portal providing agents with access to carrier portals, sales resources, marketing templates, compliance guidelines, technology platform links, and contracting guidance including E&O, licensing, and CE credits.
- IntegrityCONNECT Leads Quality lead generation system providing agents with access to exclusive and shared leads in real-time and aged formats for Medicare and Life Insurance, with map-based location identification and filtering capabilities.
- PlanEnroll Proprietary consumer-facing website platform providing agents with personal branded websites, email, and phone numbers. Enables self-guided customer quote and enroll functionality connected to agent writing numbers for commission tracking, and includes member retention features with doctor, prescription, and pharmacy sharing.
- T65.app Mobile and desktop application providing Medicare leads on-demand in a compliant easy-to-use format, with names, DOBs, addresses, distance sorting, date range filtering, and an integrated quoting engine.
Quantifiable outcome
- 7,000+ agents contracted
- +4 more outcomes
Companies that use Berwick Insurance Group
Customer profileSegments4 records
Ideal customer profiles3 records
Berwick Insurance Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature7 records
Berwick Insurance Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and supporting.
- Integrity Marketing GroupcoreBerwick Insurance Group joined Integrity Marketing Group in 2021, becoming 'An Integrity Company.' This partnership provides Berwick agents access to Integrity's sophisticated lead sources, technology infrastructure including IntegrityCONNECT platforms, and broader carrier relationships. The partnership has enabled continued growth and technology investment.
- Insurance Carriers (30+)coreBerwick represents over 30 insurance carriers offering Medicare Advantage, Medicare Part D, MAPD, Medicare Supplements, Hospital Indemnity, Critical Illness, Dental, Vision, Individual & Family Plans, and Group Health Insurance products. Carriers include top national and regional carriers selected for competitive commissions and consistent plan benefits. Berwick's NMO status allows the company to contract agents with these carriers.
- Lead VendorssupportingLead Vendors are companies that collect inquiries from consumers and pass those leads to Berwick agents and representatives. These vendors must obtain appropriate consent from consumers to be contacted regarding specific products before providing consumer information to Berwick. Berwick's partnership with Integrity Marketing provides access to some of the industry's most sophisticated lead sources.
- CSG ActuarialsupportingTechnology partner referenced in Berwick's training resources as part of the technology platform ecosystem available to agents.
Scale indicators7 records
Recent moves10 records
Expansion highlights6 records
Berwick Insurance Group competitors and assessment
Company assessmentBroad incumbents
- Integrity Marketing Group: Berwick's parent company and the largest independent distributor of life and health insurance in the U.S. Integrity aggregates multiple FMOs/NMOs (including Berwick, Insurance Shopping Network, and others) and is the most direct strategic and operational peer given shared back-office and carrier relationships.
- SelectQuote: Public direct-to-consumer distributor of life and senior health insurance (Medicare Advantage, Supplements, final expense). Operates owned-agent call centers rather than independent agent network, but competes for the same Medicare-eligible consumer demand.
- GoHealth: Public Medicare-focused insurance distribution platform using a tech-enabled call center model. Competes with Berwick indirectly for the same Medicare consumer wallet but uses captive rather than independent agents.
- eHealth: Public online health insurance marketplace selling Medicare and ACA plans via technology-led consumer experience. Competes for the same end consumer (Medicare beneficiaries) through a different distribution model.
Direct peers
- Ritter Insurance Marketing: Senior-focused FMO specializing in Medicare distribution with similar agent-support and carrier-representation model. Direct competitor for Medicare Advantage and Supplement agent contracting across the U.S., particularly in the Mid-Atlantic.
- SunFire Matrix: FMO/NMO focused on Medicare Advantage, Medicare Supplement, and annuity products with agent contracting and support services. Competes with Berwick for independent agents nationally, with comparable technology and lead offerings.
- Agent Pipeline: Medicare-focused FMO providing agent contracting, training, leads, and back-office support for independent agents selling MA, MAPD, and Supplements. Overlaps with Berwick on core Medicare distribution model.
- Quotit Corporation: Insurance quoting and enrollment technology platform that supports insurance agents and agencies selling individual health, Medicare, and ancillary products. Comparable to Berwick's IntegrityCONNECT quoting/e-app platform with similar agent SaaS positioning.
Others
- CSG Actuarial: Provider of Medicare plan comparison and quoting tools used by Berwick agents and many other FMOs. Comparable as a technology vendor in the agent enablement ecosystem supporting Medicare distribution.
Emerging players
- Benefytt Technologies (now part of SelectQuote): Previously a public direct-to-consumer Medicare and health insurance distributor acquired by SelectQuote. Comparable end consumer targeting in Medicare Advantage and ACA distribution space.
Market position
Strengths1 record
Weaknesses1 record
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Berwick Insurance Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Berwick Insurance Group leadership team
Management profileNumber of profiles
Profiles10 records
Berwick Insurance Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Berwick Insurance Group 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 Berwick Insurance Group
What does Berwick Insurance Group do?
Berwick Insurance Group is a National Marketing Organization (NMO) and Field Marketing Organization (FMO) that recruits, contracts, trains, and supports approximately 7,000 independent insurance agents to sell Medicare Advantage, Medicare Part D, Medicare Supplements, Individual & Family Plans, and group health insurance products from 30+ carrier partners across all 50 U.S. states. All agent services, including proprietary technology platforms (IntegrityCONNECT, PlanEnroll, T65.app), training, lead generation, contracting, certification, and compliance support, are provided at no cost to agents, with Berwick's revenue derived entirely from carrier commissions and overrides.
Is Berwick Insurance Group a public or private company?
Berwick Insurance Group is a private company. It is classified as corporate owned and is currently operating.
When was Berwick Insurance Group founded?
Berwick Insurance Group was founded in 1997. It employs 101 to 250 people.
Where is Berwick Insurance Group based?
Berwick Insurance Group is headquartered in Tucson, United States, in the North America region.
How does Berwick Insurance Group make money?
One revenue line is on record: carrier Commissions.
Who are Berwick Insurance Group's main competitors?
Broad incumbents on record are Integrity Marketing Group, SelectQuote, GoHealth and eHealth. Direct peers are Ritter Insurance Marketing, SunFire Matrix, Agent Pipeline and Quotit Corporation. CSG Actuarial is listed as an others. Benefytt Technologies (now part of SelectQuote) is listed as an emerging player.
Does Berwick Insurance Group have an API?
No public API is recorded for Berwick Insurance Group.
What industry is Berwick Insurance Group in?
Berwick Insurance Group's product category is Insurance Distribution Services (NMO/FMO). Its primary akta.pro industry code is FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs), with a secondary code of FSAIAEAL, Individual Health Insurance Brokerage & Distribution. Its NAICS code is 52421 and its SIC code is 6411.