Senior Med Solutions
- Company typePrivate
- Founded2015
- HeadquartersAzusa, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Senior Med Solutions does
Senior Med Solutions (SMS) is a privately-held Field Marketing Organization (FMO) operating nationally in the United States that recruits, supports, and enables independent insurance agents and agencies selling Medicare, Health, and Life insurance products. The company provides agents with no-cost access to its technology platform, which centers on the Medicare Market Advisor Quoting Tool (an unbiased comparative quoting engine), the Efax Enrollments electronic enrollment system, the SMS Academy training and industry-update platform, an SMS-based communication system for appointment and account notifications, and a back-office suite for license tracking, appointment status monitoring, and carrier liaison services. SMS also delivers compliance programs (including an FDR Medicare Compliance Program Guide aimed at reducing fraud, waste, and abuse), one-on-one consultations, marketing and lead-generation strategy coaching, and dedicated market managers assigned to agents and agency partners.
Senior Med Solutions firmographics
Firmographics- Name
- Senior Med Solutions
- Legal name
- Senior Med Solutions
- Website
- https://srmedsolutions.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Senior Med Solutions industry classification
Industry- Product category
- Insurance Distribution Services (FMO)
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)
- akta.pro secondary industries
- Medigap Distribution & Brokerage (Captive/Independent/IMO/FMO) (HLAEADAD), Medigap Marketing, Lead Gen & Compliance (CMS/Do-Not-Call/TPMO) (HLAEADAE), Medigap Plan Administration (Enrollment, Billing & Member Services) (HLAEADAC)
Keywords
Where Senior Med Solutions is headquartered
LocationHeadquarters
- HQ city
- Azusa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Senior Med Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Insurance Commission Revenue: Senior Med Solutions generates revenue by contracting with insurance carriers and receiving commissions when agents sell insurance products through their platform. The company connects insurance agents with carriers and earns a share of the commissions. They offer top commission contracts available in the industry and do not charge agents for their services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free membership for insurance agents |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Senior Med Solutions product offering
Product offeringCore offering
Senior Med Solutions is a Field Marketing Organization (FMO) that distributes Medicare, Health, and Life insurance products to independent insurance agents and agencies on a national basis. The company provides agents with no-cost quoting and enrollment technology tools, dedicated market manager support, compliance program resources, training, and marketing strategy assistance, earning revenue through commissions paid by carrier partners on policies sold by agents in its network.
Product overview
Senior Med Solutions is a Field Marketing Organization (FMO) that operates as a single unified platform offering Medicare, Health, and Life insurance products. The core product portfolio centers on the Medicare Market Advisor Quoting Tool for unbiased product comparison, supported by no-cost quoting and enrollment tools. Additional modules include the FDR Medicare Compliance Program Guide for regulatory compliance, SMS Academy for agent education and industry updates, and Efax Enrollments for electronic document submission. The company also provides back-office support, marketing strategy services, and one-on-one consulting as part of its service ecosystem for insurance agents and agencies.
Differentiator
Problem solved
Functional benefit
Brands
- SMS Academy: Training and update platform for insurance agents providing updates on insurance carriers, compliance and legislation announcements, new product releases, market updates, and upcoming plan year benefits.
Products and services
- Medicare Market Advisor Quoting Tool
Companies that use Senior Med Solutions
Customer profileSegments3 records
Ideal customer profiles2 records
Senior Med Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Senior Med Solutions partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Insurance CarrierscoreSenior Med Solutions works with multiple insurance carriers to provide Medicare, Health, and Life insurance products through their agent network. The company represents various insurance companies and products, offering agents access to competitive commission contracts and diverse product portfolios. Their local market experts perform weekly analysis and reviews of specific markets and products to ensure agents have the best and most competitive solutions.
Scale indicators1 record
Expansion highlights5 records
Senior Med Solutions competitors and assessment
Company assessmentDirect peers
- e-TeleQuote Insurance: Medicare-focused insurance agency/FMO selling Medicare Advantage and Supplement plans via agents and call centers, sharing the same Medicare distribution focus and carrier-commission revenue model.
- Ritter Insurance Marketing: One of the largest independent FMOs in the U.S., recruiting and supporting insurance agents for Medicare, life, and health products with carrier contracts, marketing tools, and back-office support — the closest analog to Senior Med Solutions's FMO business model.
- Ascend: Independent FMO focused on Medicare, life, and health products serving insurance agents nationwide with carrier appointments, marketing support, and back-office services — comparable GTM and product focus to SMS.
- UASI (United American Senior Insurance): Medicare-focused FMO/IMO providing agents with carrier appointments, quoting tools, and compliance support — directly comparable FMO model targeting the same agent and beneficiary segments.
Broad incumbents
- National Western Life Insurance Company: Carrier and distribution organization in the Medicare Supplement and life insurance space that interfaces with FMOs and agents similarly to how Senior Med Solutions's carrier partners operate.
- GoHealth: Public Medicare-focused health insurance marketplace using technology, carrier relationships, and agent call centers — broader incumbent operating in the same Medicare distribution value chain.
- SelectQuote: Public insurance distribution company specializing in senior-market life and Medicare products, using technology-enabled agent and lead generation models — adjacent competitor for agent-recruited distribution.
- Integrity Marketing Group: Large, PE-backed insurance distribution platform that owns and partners with many FMOs and agencies. Serves as both a competitor and a potential acquirer of FMOs like Senior Med Solutions given its scale in Medicare and life distribution.
Emerging players
- Benefytt Technologies: Insurance distribution and lead generation platform with focus on health and Medicare products, comparing carrier plans for consumers — adjacent technology-driven distribution competitor.
Regional players
- Agent Pipeline: FMO/IMO providing agents with Medicare and life carrier appointments and marketing support, with a comparable agent-services platform even if its geographic footprint is more concentrated.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Senior Med Solutions social profiles
Digital presenceSenior Med Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Senior Med Solutions leadership team
Management profileNumber of profiles
Profiles1 record
Senior Med Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Senior Med Solutions 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 Senior Med Solutions
What does Senior Med Solutions do?
Senior Med Solutions is a Field Marketing Organization (FMO) that distributes Medicare, Health, and Life insurance products to independent insurance agents and agencies on a national basis. The company provides agents with no-cost quoting and enrollment technology tools, dedicated market manager support, compliance program resources, training, and marketing strategy assistance, earning revenue through commissions paid by carrier partners on policies sold by agents in its network.
Is Senior Med Solutions a public or private company?
Senior Med Solutions is a private company. It is classified as unknown and is currently operating.
When was Senior Med Solutions founded?
Senior Med Solutions was founded in 2015. It employs 11 to 50 people.
Where is Senior Med Solutions based?
Senior Med Solutions is headquartered in Azusa, United States, in the North America region.
How does Senior Med Solutions make money?
One revenue line is on record: insurance Commission Revenue.
Who are Senior Med Solutions's main competitors?
Direct peers on record are e-TeleQuote Insurance, Ritter Insurance Marketing, Ascend and UASI (United American Senior Insurance). Broad incumbents are National Western Life Insurance Company, GoHealth, SelectQuote and Integrity Marketing Group. Benefytt Technologies is listed as an emerging player. Agent Pipeline is listed as a regional player.
Does Senior Med Solutions have an API?
No public API is recorded for Senior Med Solutions.
What industry is Senior Med Solutions in?
Senior Med Solutions's product category is Insurance Distribution Services (FMO). Its primary akta.pro industry code is FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs), with a secondary code of HLAEADAD, Medigap Distribution & Brokerage (Captive/Independent/IMO/FMO). Its NAICS code is 524292 and its SIC code is 6411.