Senior Health Medicare
Senior Health Medicare specializes in helping people navigate the difficult terrain of medicare, health, and life insurance.
- Company typePrivate
- Founded-
- HeadquartersFarmington, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Senior Health Medicare does
Senior Health Medicare is an independent Medicare insurance brokerage that helps individual Medicare beneficiaries (seniors and retirees, typically aged 65+) select, compare, and manage Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D prescription drug plans. The firm operates under the legal entity Omega Benefit Strategies and was co-founded in 2013 in Novi, Michigan by Jake DuBois (former Ford Motor Company IT professional) and Kevin Tunison (Marine Corps veteran); Tunison has since retired from active involvement. The company operates across 42 U.S. states and distributes its services through phone-based inside sales supported by licensed Medicare advisors, supplemented by online plan-comparison and needs-inquiry tools that allow clients to compare plans, carriers, and rates remotely.
The product portfolio centers on three comparison services — Medigap Comparison, Medicare Part D Review, and Prescription Plan Review — alongside add-on modules including a Discount Drug Card, Medicare Education Center, on-demand Medicare Webinars/Videos, and a Buddy Referral Program that pays a $25 gift card for each successful client referral. The technology stack is described as "technology-enabled" but the core operational differentiator is a phone-based consultation model that the firm claims replicates the quality of in-person meetings, with online self-service comparison tools acting as a front door. The platform is not described as AI-driven; the moat sits in carrier-relationship breadth and human-advisor expertise rather than proprietary automation.
Senior Health Medicare is a privately held, founder-owned company with no disclosed outside investment or parent entity, and operates as an independent agent earning transaction commissions from a broad carrier roster that includes United Healthcare, Humana, Blue Cross Blue Shield, Cigna, Mutual of Omaha, Bankers Fidelity, Gerber Life, HAP, Medico, CSI, Priority Health, and New Era. Go-to-market is sales-led and advisor-driven, with top-of-funnel demand generated through educational content marketing (YouTube, Detroit Channel 4 TV appearances, WJR 760 AM "Medicare University" podcast), webinars, and a referral program. Pricing is quote-based per carrier and plan and is not publicly listed.
Senior Health Medicare firmographics
Firmographics- Name
- Senior Health Medicare
- Legal name
- Omega Benefit Strategies
- Website
- https://www.seniorhealthmedicare.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Senior Health Medicare specializes in helping people navigate the difficult terrain of medicare, health, and life insurance.
- Ownership category
- akta.pro rank
Senior Health Medicare industry classification
Industry- Product category
- Medicare Insurance Brokerage & Advisory
- 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 Advantage (MA) Plans (FSAIAGAA)
- akta.pro secondary industries
- Medicare Supplement (Medigap) (FSAIAEAG), Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC) (HLADALAI)
Keywords
Where Senior Health Medicare is headquartered
LocationHeadquarters
- HQ city
- Farmington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Senior Health Medicare business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Others
Revenue model
- Insurance Commission Revenue: Senior Health Medicare operates as an independent insurance agency earning commissions from insurance carriers when they write policies for clients. They have access to almost every carrier in the Medicare space and make recommendations based on client needs.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Senior Health Medicare product offering
Product offeringCore offering
Senior Health Medicare is an independent Medicare insurance brokerage and advisory firm that helps seniors navigate Medicare, health, and life insurance options. The company works with nearly every major Medicare carrier across 42 states to provide unbiased plan comparison, prescription drug plan (Part D) reviews, Medigap (Medicare Supplement) comparisons, and ongoing annual coverage reviews. Licensed Medicare advisors deliver guidance over the phone using a technology-enabled consultation platform.
Product overview
Senior Health Medicare offers an integrated suite of Medicare guidance and plan comparison services, functioning as an independent insurance broker. The core product portfolio centers on Medicare plan comparison tools including Medigap Comparison, Medicare Part D Review, and Prescription Plan Review, which work together to help clients find optimal coverage. These are complemented by add-on services such as the Discount Drug Card, Medicare Education Center, Medicare Webinars & Videos, and a Buddy Referral Program. The company operates across 42 states and maintains partnerships with major insurance carriers including United Healthcare, Blue Cross Blue Shield, Humana, Cigna, and others. The service model combines technology-enabled efficiency with expert advisor support to guide seniors through Medicare decisions.
Differentiator
Problem solved
Functional benefit
Products and services
- Medicare Part D Review A guided process to review and compare Medicare Part D prescription drug plans, helping Medicare beneficiaries find the most cost-effective coverage for their medications.
- Medigap Comparison A comparison service for Medicare Supplement (Medigap) plans that collects client information to provide customized options tailored to individual needs and budgets.
- Prescription Plan Review A Medicare needs assessment service that helps clients obtain better coverage at lower costs by simplifying the prescription drug plan selection process.
- Discount Drug Card A prescription drug discount card offering potential savings on medications for Medicare clients.
- Medicare Plans and Rates Comparison A plan comparison service enabling clients to compare Medicare plans, companies, and rates from multiple carriers across 42 states to find the best program for their needs.
- Buddy Referral Program A referral incentive program where existing clients receive a $25 gift card for referring friends and family who purchase a policy.
- Medicare Webinars & Videos Educational video content including webinars on Medicare Supplement selection, guarantee issue periods, VA coverage, and Medicare underwriting.
- Medicare Education Center An educational resource providing Medicare information, including Truths & Myths content, general Medicare guidance, and ongoing advice to help seniors stay informed about healthcare options.
Companies that use Senior Health Medicare
Customer profileNamed customers3 records
Segments1 record
Ideal customer profiles1 record
Senior Health Medicare technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Senior Health Medicare partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered minor.
- Bankers FidelityminorInsurance carrier partner offering Medicare-related insurance products through Senior Health Medicare's independent agency channel.
- Blue Cross Blue ShieldminorMajor insurance carrier partner providing Medicare Advantage and supplement plans distributed through Senior Health Medicare.
- CignaminorInsurance carrier partner offering Medicare-related health insurance products through the company's sales channel.
- CSIminorInsurance carrier partner providing Medicare plan options through Senior Health Medicare's independent distribution network.
- Gerber LifeminorLife and health insurance carrier partner offering products through the company's sales network.
- HAP (Health Alliance Plan)minorRegional health insurance partner in Michigan offering Medicare plans through Senior Health Medicare.
- HumanaminorMajor national Medicare carrier partner providing Medicare Advantage and Part D plans distributed through Senior Health Medicare.
- MedicominorInsurance carrier partner offering Medicare-related coverage options through the company's distribution channel.
- Mutual of OmahaminorEstablished insurance carrier partner providing Medicare Supplement and other health insurance products through Senior Health Medicare.
- Priority HealthminorMichigan-based health plan partner offering Medicare options through Senior Health Medicare's sales channel.
- New EraminorInsurance carrier partner providing Medicare-related products distributed through the company's independent agency network.
- United HealthcareminorOne of the largest national Medicare carriers, providing Medicare Advantage, Part D, and supplement plans through Senior Health Medicare.
Scale indicators1 record
Recent moves6 records
Expansion highlights4 records
Senior Health Medicare competitors and assessment
Company assessmentDirect peers
- SelectQuote Insurance Services: Publicly traded direct-to-consumer insurance agency specializing in Medicare Advantage, Medigap, and life insurance distribution. Closest comparable business model to Senior Health Medicare, operating at much larger scale with similar multi-carrier brokerage approach.
- eHealth: Online health insurance marketplace and broker offering Medicare Advantage, Medigap, and Part D plans from multiple carriers nationwide. Comparable to SHM in product scope and carrier-agnostic positioning, though with greater technology and digital-marketing scale.
- GoHealth: Medicare-focused health insurance marketplace with a telephonic/enrollment-center distribution model comparable to SHM's phone-based advisor approach. Operates a proprietary technology platform and large carrier relationships.
- HealthMarkets: Independent insurance brokerage distributing Medicare, individual health, life, and supplemental products from multiple carriers. Closely comparable business model to SHM with similar multi-carrier independent agent structure.
Emerging players
- Chapter Advisory: Tech-enabled Medicare advisory focused primarily on Medigap comparison and selection. Comparable to SHM's Medigap Comparison offering but positioned as a digital-first challenger targeting the same senior demographic.
- CoverRight: Digital Medicare broker focused on Medicare Advantage and supplemental plan comparison with advisory support. Competes with SHM for the same Medicare-eligible consumer in the digital channel.
Broad incumbents
- Mutual of Omaha: Established insurance carrier and one of SHM's named carrier partners, offering Medicare Supplement and other insurance products directly to consumers as well as through independent brokers. Comparable to SHM in product scope but as a carrier rather than broker.
- UnitedHealthcare (AARP Medicare): Largest Medicare Advantage carrier in the US and a key SHM carrier partner. Competes both as a distribution partner and directly with consumers, increasingly investing in direct enrollment channels that could disintermediate brokers like SHM.
- Humana: Major Medicare Advantage and Part D carrier and named SHM partner. Represents both a commission-revenue source and a direct-to-consumer competitor in the Medicare space.
- Blue Cross Blue Shield (Michigan / national): Major Medicare Advantage and Medigap carrier and a named SHM partner. Operates both through independent broker channels and direct consumer enrollment, comparable product scope to SHM.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Senior Health Medicare social profiles
Digital presenceSenior Health Medicare financial estimates
Financial estimateRevenue estimate
Valuation estimate
Senior Health Medicare leadership team
Management profileNumber of profiles
Profiles11 records
Senior Health Medicare funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Senior Health Medicare 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 Health Medicare
What does Senior Health Medicare do?
Senior Health Medicare is an independent Medicare insurance brokerage and advisory firm that helps seniors navigate Medicare, health, and life insurance options. The company works with nearly every major Medicare carrier across 42 states to provide unbiased plan comparison, prescription drug plan (Part D) reviews, Medigap (Medicare Supplement) comparisons, and ongoing annual coverage reviews. Licensed Medicare advisors deliver guidance over the phone using a technology-enabled consultation platform.
Is Senior Health Medicare a public or private company?
Senior Health Medicare is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Senior Health Medicare founded?
Senior Health Medicare was founded in -1. It employs 11 to 50 people.
Where is Senior Health Medicare based?
Senior Health Medicare is headquartered in Farmington, United States, in the North America region.
How does Senior Health Medicare make money?
One revenue line is on record: insurance Commission Revenue.
Who are Senior Health Medicare's main competitors?
Direct peers on record are SelectQuote Insurance Services, eHealth, GoHealth and HealthMarkets. Emerging players are Chapter Advisory and CoverRight. Broad incumbents are Mutual of Omaha, UnitedHealthcare (AARP Medicare), Humana and Blue Cross Blue Shield (Michigan / national).
Does Senior Health Medicare have an API?
No public API is recorded for Senior Health Medicare.
What industry is Senior Health Medicare in?
Senior Health Medicare's product category is Medicare Insurance Brokerage & Advisory. Its primary akta.pro industry code is FSAIAGAA, Medicare Advantage (MA) Plans, with a secondary code of FSAIAEAG, Medicare Supplement (Medigap). Its NAICS code is 524292 and its SIC code is 6411.