i65
i65 is a Wisconsin-based Medicare enrollment guidance software company, subsidiary of 65 Incorporated, providing financial planners and advisory professionals with subscription software that produces personalized Needs Assessment, RoadMap, and iEstimate reports to help clients make Medicare enrollment decisions.
- Company typePrivate
- Founded2016
- HeadquartersMequon, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What i65 does
i65 is a Wisconsin-based Medicare enrollment guidance software company that operates as a subsidiary of 65 Incorporated, founded by nationally recognized Medicare experts Diane J. Omdahl (RN, MS) and Melinda Caughill (CSA). The company provides a web-based platform (app.i65.com) that converts complex Medicare regulations into guided questionnaires and produces three branded reports — i65 Needs Assessment, Medicare RoadMap, and iEstimate — which help financial planners and advisory professionals deliver personalized Medicare enrollment guidance to clients approaching age 65 or already enrolled. The core product is complemented by parent-company consulting services including one-on-one expert consultations, "Medicare Expert For A Day" engagements, and Open Enrollment plan review packages. State-specific modules address unique continuous open enrollment rules in Connecticut, Massachusetts, and New York, and white-labeling functionality allows advisors to substitute branding and customize RoadMap content.
The business operates on a subscription model with three tiers (Starter $499/year for up to 10 clients, Pro $999/year for up to 25 clients, Elite $2,999/year for up to 100 clients), supplemented by a Medicare Chauffeur add-on ($60/year) and per-report charges for Plan Selection Reports. Pricing was restructured effective June 1, 2025 — the first change since 2022 — with adjusted retail consulting rates (individual consult $799, couple $1,495 as of March 2025). Go-to-market is sales-led and self-serve through the company website with demo booking, reinforced by speaking engagements at financial planning industry conferences (NAPFA, FPA Wisconsin), a twice-monthly Medicare Mail newsletter, YouTube educational content, and earned media via the founders' national press appearances. The customer base consists primarily of independent financial advisors and advisory firms, with consumer-direct consulting serviced through the parent 65 Incorporated brand. The company is privately held with no disclosed external funding, no M&A activity, and no public ticker.
i65 firmographics
Firmographics- Name
- i65
- Legal name
- i65 / 65 Incorporated
- Website
- https://i65.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- i65 is a Wisconsin-based Medicare enrollment guidance software company, subsidiary of 65 Incorporated, providing financial planners and advisory professionals with subscription software that produces personalized Needs Assessment, RoadMap, and iEstimate reports to help clients make Medicare enrollment decisions.
- Ownership category
- akta.pro rank
i65 industry classification
Industry- Product category
- Medicare Guidance Software
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Computer Systems Design Services (541512)
- SIC
- Services-Prepackaged Software (7372), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Medigap Member Support & Care Navigation (Advocacy/Concierge) (HLAEADAH)
Keywords
Where i65 is headquartered
LocationHeadquarters
- HQ city
- Mequon
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
i65 business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Software Subscriptions: Annual subscription tiers (Starter, Pro, Elite) providing unlimited reports for a specified number of clients per year, plus per-report charges for Plan Selection Reports. Subscription pricing changed effective June 1, 2025 after maintaining same pricing since 2022.
- Medicare Planning Consultations: One-on-one consultations with Medicare experts through parent company 65 Incorporated. Includes 60-minute consultation and personalized Medicare RoadMap report. Offered at retail and discounted i65 subscriber pricing.
- Open Enrollment Plan Review Services: Plan comparison reports and consultations for Part D drug plans, Medigap policies, and Medicare Advantage plans during Open Enrollment period. Available as report-only or report plus consultation packages.
- Medicare Chauffeur Service: $200 off per consultation discount on 65 Incorporated consultation services for i65 subscribers, charged at $60/year
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Starter Level: Unlimited reports for up to 10 clients per year |
| Subscription | Annual | Pro Level: Unlimited reports for up to 25 clients per year |
| Subscription | Annual | Elite Level: Unlimited reports for up to 100 clients per year |
| Subscription | Annual | Medicare Chauffeur: Access to i65 software with $200 off per consultation discount |
| Other | One time/ perpetual license | Medicare Planning Consultation - Individual |
| Other | One time/ perpetual license | Medicare Planning Consultation - Couple |
| Other | One time/ perpetual license | Part D Plan Review - Report Only |
| Other | One time/ perpetual license | Part D Plan Review - Report + Consultation |
| Other | One time/ perpetual license | Medigap Policy Review - Report Only |
| Other | One time/ perpetual license | Medigap Policy Review - Report + Consultation |
| Other | One time/ perpetual license | Medicare Advantage Plan Review - Report Only |
| Other | One time/ perpetual license | Medicare Advantage Plan Review - Report + Consultation |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
i65 product offering
Product offeringCore offering
i65 provides subscription-based Medicare enrollment guidance software for financial planners and advisory professionals, producing three customized client reports (i65 Needs Assessment, Medicare RoadMap, and iEstimate) that translate complex Medicare regulations into guided questionnaires and step-by-step enrollment recommendations. The platform is paired with one-on-one Medicare consultations, Open Enrollment plan reviews, and the HeyMOE automated Open Enrollment service delivered through its parent company 65 Incorporated.
Product overview
i65 is a software platform providing Medicare enrollment guidance for financial planners and advisory professionals. The core offering consists of three customized reports: i65 Needs Assessment (Report #1) identifies client Medicare needs and mistakes to avoid; Medicare RoadMap (Report #2) provides step-by-step enrollment guidance with specific plan recommendations; and iEstimate (Report #3) generates personalized healthcare and long-term care cost estimates for retirement planning. The platform is complemented by consulting services including Personalized Medicare Consultation (one-on-one expert sessions), Medicare Expert For A Day (full-day expert engagement), and Open Enrollment/Plan Review Services. Additional offerings include the HeyMOE automated Open Enrollment service, i65 Medicare Mail newsletter, and Speaking Services featuring Medicare expert Melinda Caughill. Key features include Insurance Agent Finder Resources and White Labeling for advisors. The platform does not sell insurance and works on a fee-for-service basis.
Differentiator
Problem solved
Functional benefit
Brands
- HeyMOE: Automated Medicare Open Enrollment reminder and plan review service for individuals comparing plans during Medicare Open Enrollment period.
- Medicare RoadMap
- i65 Needs Assessment
- iEstimate
Products and services
- i65 Medicare Guidance Software Web-based Medicare enrollment guidance software platform for financial planners and advisory professionals. Generates three customized reports (Needs Assessment, Medicare RoadMap, iEstimate) that walk clients through Medicare enrollment decisions without selling insurance.
- i65 Needs Assessment First report in the i65 suite that identifies client needs regarding Medicare and healthcare in retirement, highlighting common and costly mistakes, specific steps to avoid them, and the consequences of those mistakes.
- Medicare RoadMap Second report in the i65 suite that provides step-by-step Medicare enrollment guidance, including timing decisions, coverage-type recommendations (Medicare Advantage, Medigap, Part D), and specific plan selections with enrollment instructions.
- iEstimate Third report in the i65 suite that creates personalized healthcare and long-term care cost estimates for retirement planning, including year-by-year breakdowns, IRMAA impact predictions, and long-term care need predictions broken out by care type.
- Personalized Medicare Consultation Most extensive Medicare service offering: a 60-minute (individual) or 90-minute (couple) consultation with a 65 Incorporated Medicare expert, including specific plan selection and a custom RoadMap report. Retail pricing $995 individual / $1,495 couple, with i65 subscriber discounts.
- Open Enrollment Plan Review Services Plan review services offered during the Medicare Open Enrollment period (October 15 – December 7), including Part D Plan Review, Medigap Policy Review, and Medicare Advantage Plan Review, available as report-only or report-plus-consultation packages.
- Medicare Expert For A Day Eight-hour engagement featuring a nationally recognized Medicare expert (Diane Omdahl or Melinda Caughill), including 60–90 minute presentations and consultations for clients approaching Medicare decisions.
- HeyMOE Automated Medicare Open Enrollment reminder and plan review service that helps Medicare beneficiaries compare prescription drug plans and Medicare Advantage options during the Open Enrollment period.
- Medicare Speaking Services Speaker services featuring Melinda Caughill for conferences, professional events, client education events, and webinars on topics including Medicare enrollment mistakes, retirement planning, and prescription drug coverage.
Quantifiable outcome
- Expert Medicare guidance provided in as little as 20 minutes
- +3 more outcomes
Companies that use i65
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles2 records
i65 technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature8 records
i65 partnerships and signals
Strategic signalScale indicators7 records
Recent moves5 records
Expansion highlights5 records
i65 competitors and assessment
Company assessmentEmerging players
- Holistiplan: Holistiplan is an advisor-focused tax planning platform that has expanded into retirement healthcare and Medicare-adjacent workflows. An emerging player that overlaps with i65 in serving financial advisors with retirement-domain tools.
Broad incumbents
- MoneyGuidePro: MoneyGuidePro is a widely adopted financial planning platform used by advisors that includes retirement healthcare and Medicare cost modules. A broad incumbent in advisor planning software that competes for the same wallet share as i65 inside advisory firms.
- Policygenius: Policygenius is an established insurance comparison marketplace with a Medicare vertical, offering plan comparison and enrollment support. A broad incumbent in the insurance advisory space that overlaps with i65 on plan comparison but with carrier relationships.
- eHealth: eHealth is a long-standing Medicare and health insurance marketplace with broad carrier partnerships and a large agent network. A scaled incumbent in Medicare enrollment that competes with i65 indirectly via Medicare plan comparison and shopping tools.
- GoHealth: GoHealth is a large, established Medicare insurance marketplace that connects consumers with carrier-affiliated agents. Operates broadly in Medicare enrollment with a much larger sales operation than i65 but differs on fiduciary positioning (carrier-affiliated).
Direct peers
- Chapter Advisors: Chapter is a Medicare-focused advisory platform built specifically for financial advisors, helping them navigate clients through Medicare decisions with a fee-based, no-insurance-sales model. Closest direct competitor to i65 in serving advisors with fiduciary Medicare guidance tooling.
- Connie Health: Connie Health provides free, no-insurance-sales Medicare brokerage-style guidance to consumers, with growing advisor and employer partnerships. Competes with i65 in the unbiased Medicare navigation category for consumers approaching 65.
- Medicare.com: Medicare.com is a consumer-facing Medicare plan comparison and education site offering plan search and enrollment support. Competes with i65 on consumer-facing Medicare guidance, though with a carrier-affiliated model.
- HealthView Services: HealthView Services provides healthcare cost projection and Medicare planning tools for financial advisors and retirement planners. Closely comparable to i65's iEstimate report on retirement healthcare and long-term care cost forecasting.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
i65 social profiles
Digital presencei65 financial estimates
Financial estimateRevenue estimate
Valuation estimate
i65 leadership team
Management profileNumber of profiles
Profiles2 records
i65 subsidiaries and ownership
Company hierarchySubsidiaries1 record
i65 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
i65 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 i65
What does i65 do?
i65 provides subscription-based Medicare enrollment guidance software for financial planners and advisory professionals, producing three customized client reports (i65 Needs Assessment, Medicare RoadMap, and iEstimate) that translate complex Medicare regulations into guided questionnaires and step-by-step enrollment recommendations. The platform is paired with one-on-one Medicare consultations, Open Enrollment plan reviews, and the HeyMOE automated Open Enrollment service delivered through its parent company 65 Incorporated.
Is i65 a public or private company?
i65 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was i65 founded?
i65 was founded in 2016. It employs 1 to 10 people.
Where is i65 based?
i65 is headquartered in Mequon, United States, in the North America region.
How does i65 make money?
Four revenue lines are on record. Software Subscriptions are the primary driver. The others are medicare Planning Consultations, open Enrollment Plan Review Services and medicare Chauffeur Service.
Who are i65's main competitors?
Holistiplan is listed as an emerging player. Broad incumbents are MoneyGuidePro, Policygenius, eHealth and GoHealth. Direct peers are Chapter Advisors, Connie Health, Medicare.com and HealthView Services.
Does i65 have an API?
No public API is recorded for i65.
What industry is i65 in?
i65's product category is Medicare Guidance Software. Its primary akta.pro industry code is HLAEADAH, Medigap Member Support & Care Navigation (Advocacy/Concierge). Its NAICS code is 524292 and its SIC code is 7372.