Strategic Growth Insurance Associates

What Strategic Growth Insurance Associates does

Strategic Growth Insurance Associates (SGIA Medicare Consulting) is a privately held Medicare insurance consulting firm founded in 2007 and headquartered in Walnut, California. The company operates as an intermediary between Medicare beneficiaries, employers, and insurance brokers on one side and Medicare carriers on the other, providing personalized plan selection, enrollment, and ongoing coverage support through a team of licensed Benefit Consultants. SGIA has served 24,950 clients and 425 employer partners and holds carrier contracts across all 50 U.S. states, enabling it to represent 1–15 organizations offering 5–100 products in any given market.

The firm delivers its services through three core programs: Individual Medicare Programs, Employer Medicare Programs (designed to lower employer health insurance costs and enhance employee benefits), and Insurance Consultant Programs (resourcing brokers and consultants). Its product surface spans Medicare Supplement (Medigap), Medicare Advantage (Part C), Prescription Drug Plans (Part D), Chronic Illness Plans, and Special Needs Plans (DUALS), with add-on services including Chronic Care Management (CCM) and Advanced Primary Care Management (APCM). Distribution is led by inside sales via phone (888-284-3314) and email ([email protected]), supplemented by a weekly educational blog, email newsletter, and social media presence on Facebook and LinkedIn. Plan comparison is executed through a third-party tool (DestinationRx/Integrity); no proprietary technology platform has been disclosed.

SGIA's revenue model is commission-based: services are provided at no cost to individuals and employers, and the firm earns affiliate/referral commissions from Medicare carriers upon enrollment. Leadership comprises Michael Clark (CEO/COO) and George Paganos (Co-Founder), both former senior executives at major health insurance carriers, supported by approximately ten licensed Benefit Consultants with 10–30+ years of individual industry tenure. The company is founder-owned with no external private equity or venture capital backing disclosed.

Name

Strategic Growth Insurance Associates

Legal name

Strategic Growth Insurance Associates, Inc.

Website

https://sgiamedicare.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Strategic Growth Insurance Associates is a privately held Medicare insurance consultancy founded in 2007 in Walnut, California, providing free Medicare plan selection and enrollment assistance to individuals, employers, and insurance brokers across all 50 U.S. states through licensed Benefit Consultants, earning commission-based revenue from Medicare carriers.

Ownership category

akta.pro rank

Product category

Medicare Insurance Consulting

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)

akta.pro secondary industry

Medicare Member Engagement & Care Management (Utilization, Case/Disease Mgmt) (FSAIAGAL)

Keywords

• Medicare consulting
• Medicare insurance
• Medicare enrollment services
• Employer health benefits
• Senior health insurance

Headquarters

HQ city

Walnut

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, Operations, Technology or R&D, Others

Revenue model

1. Commission-based revenue from Medicare carriers: Services are provided at no cost to individuals and employers. Revenue is generated through commissions paid by Medicare carriers when customers enroll in plans through SGIA.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Strategic Growth Insurance Associates (SGIA Medicare Consulting) is a Medicare consulting firm that provides personalized plan comparison, enrollment assistance, and ongoing coverage support for individual Medicare beneficiaries, employer groups, and insurance brokers across all 50 U.S. states. Services are delivered at no cost to clients by licensed Benefit Consultants via phone and email, with the firm earning commissions from Medicare carriers whose plans it represents (1-15 organizations, 5-100 products per area).

Product overview

SGIA Medicare Consulting is a Medicare consulting firm operating as a platform with three core service offerings: Employer Medicare Programs (helping businesses reduce healthcare costs through Medicare integration), Individual Medicare Programs (guiding individuals through Medicare enrollment with personalized plan comparisons), and Insurance Consultant Programs (providing brokers with resources to serve their Medicare-eligible clients). The company offers access to 1-15 insurance organizations representing 5-100 products across all 50 states, serving over 24,950 clients and 425 employer partners since 2007. Supporting these core programs are Medicare plan modules including Medicare Supplement (Medigap), Medicare Advantage (Part C), Prescription Drug Plans (Part D), Chronic Illness Plans, and Special Needs Plans (DUALS). The firm also provides educational content through its weekly blog covering topics such as Part D formularies, drug tiers, Medicare supplements, and enrollment guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Employer Medicare Programs Employer-focused Medicare consulting program that helps businesses lower health insurance claim costs and employee premiums while reducing administrative burden by integrating Medicare coverage with employer group health benefits.
• Individual Medicare Programs Medicare consulting service for individuals that provides personalized plan comparison, enrollment assistance, and ongoing support at no cost to the Medicare beneficiary, delivered by licensed Benefit Consultants via phone and email.
• Insurance Consultant Medicare Programs Medicare assistance program for insurance brokers and consultants that provides resources to expand employee benefit packages for their clients at no cost, addressing brokers' gap in Medicare expertise.

Quantifiable outcome

• 24,950 clients served
• +2 more outcomes

Named customers3 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

Partnerships

One partnership is on record.

• Medicare Carriers (Unnamed)coreOthersThe company has contracts with Medicare carriers across all 50 states, enabling them to offer a wide range of Medicare plans to clients. Specific carrier names are not disclosed on the website. The company represents 1-15 organizations offering 5-100 products in any given area.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• GoHealth: GoHealth is a Medicare-focused health insurance marketplace and brokerage that sells Medicare Advantage, Medigap, and Part D plans through a network of licensed agents — directly comparable to SGIA's individual Medicare enrollment and carrier-commission model.
• SelectQuote: SelectQuote is a direct-to-consumer insurance distributor whose Senior division focuses on Medicare plans, using telesales and digital marketing to enroll beneficiaries in MA, Medigap, and Part D products — overlapping with SGIA's phone/email-led sales motion.
• eHealth: eHealth operates an online Medicare insurance marketplace connecting consumers with MA, Medigap, and Part D plans from multiple carriers — serving the same individual Medicare beneficiary segment as SGIA, with a digital-first rather than consultant-led model.
• HealthPlanOne: HealthPlanOne is an insurance brokerage specializing in Medicare and individual health plans, working with multiple carriers across geographies — directly comparable in commission model and target customer.
• Healthcare.com: Healthcare.com is an insurance comparison marketplace with a Medicare segment that connects beneficiaries with carriers and licensed agents — same beneficiary base as SGIA with a heavier digital acquisition emphasis.
• Brokers International: Brokers International is an insurance marketing organization and brokerage distributing Medicare, life, and health products across multiple carrier partners — comparable distribution architecture to SGIA at a larger scale.

Emerging players

• Chapter: Chapter is a Medicare advisory platform that pairs beneficiaries with licensed advisors for plan selection and ongoing coverage support, mirroring SGIA's white-glove consulting value proposition but with a tech-enabled service wrapper.

Broad incumbents

• BenefitMall: BenefitMall is a broader insurance and employee benefits brokerage platform serving employers, brokers, and individual consumers; its product set spans group benefits beyond Medicare, making it a comparable but wider-spectrum incumbent to SGIA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/SGIAMEDICARE
• LinkedInlinkedin.com/company/sgiamedicare

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Strategic Growth Insurance Associates