SmartMatch Insurance Agency

What SmartMatch Insurance Agency does

SmartMatch Insurance Agency, LLC is a Medicare-focused insurance brokerage established in 2021 and headquartered at 120 W. 12th St., Suite 1700 in Kansas City, Missouri. The company is a wholly-owned subsidiary of Spring Venture Group, LLC. SmartMatch's core function is to guide Medicare-eligible consumers and employer-sponsored audiences through the selection, comparison, and enrollment of Medicare Advantage (Part C), Medicare Supplement (Medigap, via referral to partner agency United Medicare Advisors), and Medicare Part D prescription drug plans offered by a panel of 7 national carriers — Humana, UnitedHealthcare, Aetna (CVS Health), Anthem Blue Cross Blue Shield, HealthSpring (Cigna), Wellcare, and Zing Health.

The company operates a sales-led, telesales-style distribution model backed by a comparison platform that surfaces up-to-the-minute pricing, benefits, and plan options, with 400+ licensed insurance agents operating across all 50 states and Washington D.C. SmartMatch has built a dedicated Customer Success Team that conducts post-enrollment policy reviews and acts as a carrier liaison, formalizing a 3-step "Credible Guidance / Adaptable Solutions / Ethical Support" process. The product catalog has expanded beyond core Medicare into supplemental categories including Dental, Vision, Hearing, Accident, Hospital Indemnity, and Critical Illness coverage.

Monetization is on an affiliate/commission basis — SmartMatch receives carrier commissions on policies sold, allowing it to offer comparison and enrollment services to consumers at no charge. Through its SmartConnect sub-brand, the company extends this model to a B2B audience, providing HR departments, insurance brokers, financial advisors, and employer organizations (claimed at 2,900+ organizations) with a co-branded SmartConnect Benefits Portal, direct-mail and email campaigns, and dedicated account management. The platform handles HIPAA-sensitive personally identifiable information and is BBB-accredited at A+. SmartMatch is privately held, does not publicly disclose revenue, and has no disclosed funding rounds.

Name

SmartMatch Insurance Agency

Legal name

SmartMatch Insurance Agency, LLC

Website

https://smartmatch.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

SmartMatch Insurance Agency is a privately held Kansas City-based Medicare brokerage that uses 400+ licensed agents to compare, sell, and support Medicare Advantage, Part D, and supplemental plans from seven national carriers across all 50 states.

Ownership category

akta.pro rank

Product category

Medicare Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

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

akta.pro secondary industries

Medigap Member Support & Care Navigation (Advocacy/Concierge) (HLAEADAH), Medicare Dental & Vision (MA Embedded & Supplemental) (FSAIAHAJ), Medicare Standalone Vision Plans (HLAEAJAD)

Keywords

• Medicare insurance brokerage
• Medicare plan comparison
• Medicare Advantage plans
• Medicare enrollment assistance
• Supplemental health insurance

Headquarters

HQ city

Kansas City

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, Infrastructure

Revenue model

1. Insurance Commission Revenue: SmartMatch receives commissions from insurance providers based on policies sold. The company works with multiple national carriers and is compensated when customers enroll in plans through their agents. This allows SmartMatch to offer free services to customers.
2. Brokerage Services: As an independent insurance brokerage, SmartMatch earns commissions from insurance carriers for matching Medicare beneficiaries with appropriate plans.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels7 records

Core offering

SmartMatch is an independent Medicare insurance brokerage that helps Medicare-eligible individuals compare and enroll in Medicare Advantage, Medicare Supplement, and Medicare Part D plans from multiple national carriers. Licensed insurance agents deliver personalized phone-based consultations using a 3-step guidance process, with ongoing support from a Customer Success Team. Through the SmartConnect program, the brokerage also provides B2B Medicare transition solutions to employers, HR departments, brokers, and advisors.

Product overview

SmartMatch Insurance Agency operates a Medicare brokerage platform that offers Medicare Advantage (Part C), Medicare Supplement (Medigap via referral to United Medicare Advisors), and Medicare Part D prescription drug plans from multiple national carriers. The core offering includes a licensed insurance agent consultation service guided by a 3-step process (Credible Guidance, Adaptable Solutions, Ethical Support). Beyond core Medicare products, SmartMatch provides supplemental insurance including Dental, Vision, Hearing, Accident Coverage, Hospital Indemnity, and Critical Illness plans. For business clients, SmartConnect offers an organizational solution with a digital Benefits Portal, educational assets, email campaigns, and dedicated account management to help HR departments, brokers, and advisors guide Medicare-eligible employees and clients through enrollment.

Differentiator

Problem solved

Functional benefit

Brands

• SmartConnect: A B2B Medicare business solutions program offering Medicare guidance, solutions and support for businesses, HR departments, brokers, advisors, and organizations. Provides personalized service for working or retiring adults who are Medicare-eligible.

Products and services

• Medicare Advantage (Part C) Medicare Advantage plans from private CMS-approved carriers providing Part A and Part B benefits plus potential additional coverage including prescription drugs, vision, dental, and hearing services. Targeted at Medicare-eligible individuals (65+) seeking all-in-one coverage options.
• Medicare Supplement (Medigap) Supplemental insurance that fills gaps in Original Medicare coverage including deductibles, copayments, and coinsurance. Customers are referred to SmartMatch's partner agency United Medicare Advisors for these plans. Targets Medicare-eligible individuals seeking to manage out-of-pocket costs of Original Medicare.
• Medicare Part D (Prescription Drug Plans) Standalone prescription drug coverage offered as standalone plans or integrated into Medicare Advantage plans, with tiered formularies covering medications. Targets Medicare-eligible individuals needing prescription coverage.
• Dental Plans Supplemental dental insurance covering preventive care, basic procedures, and major dental work that stacks with other insurance to manage oral care costs. Targets Medicare-eligible individuals needing dental coverage not included in Original Medicare.
• Vision Plans Vision insurance covering routine eye exams, eyeglasses, contact lenses, and potentially elective procedures like LASIK. Targets Medicare-eligible individuals needing vision coverage.
• Hearing Plans Standalone hearing insurance providing routine exam coverage, hearing aids including fitting and maintenance, and filling gaps not covered by Medicare Advantage or Supplement plans. Targets Medicare-eligible individuals needing hearing care coverage.
• Accident Coverage Supplemental insurance providing cash payments for covered accidents to help cover expenses beyond regular health insurance, including emergency room care, ambulance services, and hospital stays. Targets Medicare-eligible individuals seeking accident-related expense protection.
• Hospital Indemnity Plans Supplemental plans paying predetermined amounts directly to insured individuals for hospitalizations, deductibles, copayments, medical testing, therapy, and related costs. Targets Medicare-eligible individuals seeking coverage for hospitalization-related out-of-pocket costs.
• Critical Illness Coverage Supplemental plans paying lump sum benefits upon diagnosis of covered critical illnesses such as cancer, heart attack, or stroke, customizable by condition and benefit amount. Targets Medicare-eligible individuals seeking financial protection against critical illness costs.
• SmartConnect (B2B Medicare Business Solutions) B2B Medicare business solutions program offering end-to-end Medicare guidance, enrollment support, and ongoing assistance for organizations, HR departments, brokers, and advisors. Targets employers with Medicare-eligible employees, insurance brokers, and financial advisors managing client Medicare transitions.
• SmartConnect Benefits Portal Digital one-stop-shop portal providing Medicare resources, plan option information, co-branded materials, email campaigns, and direct mail programs for SmartConnect business partners. Supports the SmartConnect B2B program with employer/HR-administrator-facing tools and resources.

Quantifiable outcome

• Trusted by 2,900+ organizations through SmartConnect business solutions
• +2 more outcomes

Named customers19 records

Segments4 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

Ten partnerships are on record, tiered core and minor.

• United Medicare AdvisorscoreChannel Partner/ Reseller/ DistributorSmartMatch refers customers who would benefit from Medicare Supplement (Medigap) plans to United Medicare Advisors, their partner agency. This ensures customers receive comprehensive coverage options beyond what SmartMatch directly offers.
• HumanacoreChannel Partner/ Reseller/ DistributorNational carrier partnership for Medicare Advantage plans. Humana is one of the 7 national carriers represented by SmartMatch offering Medicare plan options.
• HealthSpring (Cigna)coreChannel Partner/ Reseller/ DistributorNational carrier partnership for Medicare Advantage plans. HealthSpring is one of the 7 national carriers represented by SmartMatch.
• Anthem Blue Cross Blue ShieldcoreChannel Partner/ Reseller/ DistributorNational carrier partnership for Medicare Advantage plans. Anthem is one of the 7 national carriers represented by SmartMatch.
• UnitedHealthcarecoreChannel Partner/ Reseller/ DistributorNational carrier partnership for Medicare Advantage plans. UnitedHealthcare is one of the 7 national carriers represented by SmartMatch.
• Aetna (CVS Health)coreChannel Partner/ Reseller/ DistributorNational carrier partnership for Medicare Advantage plans. Aetna is one of the 7 national carriers represented by SmartMatch.
• Zing HealthcoreChannel Partner/ Reseller/ DistributorNational carrier partnership for Medicare Advantage plans. Zing Health is one of the 7 national carriers represented by SmartMatch.
• WellcarecoreChannel Partner/ Reseller/ DistributorNational carrier partnership for Medicare Advantage plans. Wellcare is one of the 7 national carriers represented by SmartMatch.
• Clear Spring HealthminorChannel Partner/ Reseller/ DistributorPreviously represented carrier that is exiting Medicare Advantage markets in Georgia, Colorado, and Illinois effective June 1, 2026.
• Spring Venture Group, LLCcoreOthersSmartMatch Insurance Agency, LLC and smartmatchdev.wpengine.com is wholly owned and operated by Spring Venture Group, LLC.

Scale indicators10 records

Recent moves7 records

Expansion highlights7 records

Direct peers

• SelectQuote: Public insurance brokerage specializing in senior market distribution of Medicare Advantage, Supplement, and life products via licensed agents. Direct comparable in agent-led, multi-carrier Medicare distribution.
• eHealth: Online Medicare marketplace and licensed agent brokerage offering MA, Medigap, and Part D plans from multiple carriers. Competes head-to-head with SmartMatch in tech-enabled Medicare comparison and enrollment.
• GoHealth: Medicare-focused health insurance marketplace using a proprietary tech platform and licensed agents to sell MA and Supplement plans from multiple carriers. Closely comparable in carrier-agnostic, agent-supported Medicare distribution.
• Boomer Benefits: Independent Medicare insurance agency representing multiple carriers and selling MA, Medigap, and Part D through licensed agents. Comparable in being a carrier-agnostic brokerage focused exclusively on the 65+ market.
• HealthPlanOne: Licensed Medicare brokerage and lead-generation platform offering MA, Supplement, and Part D plans from multiple national carriers via digital and call-center channels. Direct comparable in multi-carrier Medicare distribution.
• MedicareFAQ: Independent Medicare brokerage and content-driven lead generation business using licensed agents to sell MA, Medigap, and Part D across multiple carriers. Comparable in agent-supported, education-first Medicare sales motion.
• United Medicare Advisors: Independent Medicare-focused brokerage specializing in Medicare Supplement plans, and an actual referral partner of SmartMatch. Direct comparable in agent-led, multi-carrier Medicare distribution with overlapping product scope.

Broad incumbents

• QuoteWizard (by LendingTree): Insurance comparison marketplace that distributes leads across multiple insurance lines, including Medicare. Overlaps with SmartMatch's comparison-engine approach but operates across broader lines of business inside LendingTree's ecosystem.
• Aetna (CVS Health): One of the largest national Medicare Advantage carriers and an active partner of SmartMatch. Comparable as a scaled MA player with growing direct-to-consumer digital enrollment that competes with independent brokerages.
• Humana: Largest Medicare Advantage carrier in the US and a core SmartMatch carrier partner. Comparable as the dominant scaled MA insurer whose direct channels increasingly compete with independent broker distribution.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/smartmatchis
• Facebookfacebook.com/smartmatchinsuranceagency

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

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 SmartMatch Insurance Agency