Invst In You
Invst In You, Inc. is a Laguna Beach, California-based insurance agency offering life, health, long-term care, disability, and group insurance products to individuals, families, and small businesses across California via a small, relationship-driven advisory team.
- Company typePrivate
- Founded2009
- HeadquartersLaguna Beach, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Invst In You does
Invst In You, Inc. is a privately held insurance agency headquartered at 384 Forest Ave #21, Laguna Beach, California. Founded around 2009, the firm operates with a small team of three — Owner & CEO Alfred Landolph, co-owner Pamela Somers (JD, MFT), and health insurance specialist Heather Cotsenmoyer — and has accumulated roughly 30 years of operating experience in the life and health insurance category.
The agency functions as a multi-line insurance broker, offering life insurance, health insurance, individual plans, employer-sponsored plans, long-term care insurance, and disability insurance. Products are sourced from multiple carriers, and the firm matches clients to coverage based on personalized needs assessments. The technology stack is extremely thin: the company's digital presence is a GoDaddy Website Builder site, with no proprietary software, no mobile app, no API, and no disclosed integrations. Operations are conducted via phone-based consultations and in-person meetings at the Laguna Beach office.
Revenue is generated through insurance commissions on policy placement and renewals, described as a recurring stream. The go-to-market is sales-led, relying on direct phone outreach, website contact forms, and referral-based relationship selling. The firm serves two customer segments — individual consumers and families (primary) and small to mid-size businesses seeking employer-sponsored group plans (secondary) — both within California. There are no funding rounds, no partnerships, no acquisitions, and no disclosed financial figures.
Invst In You firmographics
Firmographics- Name
- Invst In You
- Legal name
- Invst In You, Inc.
- Website
- https://invstinyou.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Invst In You, Inc. is a Laguna Beach, California-based insurance agency offering life, health, long-term care, disability, and group insurance products to individuals, families, and small businesses across California via a small, relationship-driven advisory team.
- Ownership category
- akta.pro rank
Where Invst In You is headquartered
LocationHeadquarters
- HQ city
- Laguna Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Invst In You business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Insurance Commissions: The company earns commissions by accessing and placing clients with various insurance products from multiple carriers including life, health, long-term care, and disability insurance. Revenue is generated through policy sales and renewals.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Individual and Family Insurance Plans |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels1 record
Invst In You product offering
Product offeringCore offering
Invst In You, Inc. is a full-service insurance agency based in Laguna Beach, California, that sells life, health, long-term care, disability, and employer-sponsored insurance plans accessed from multiple carriers. The firm provides personalized needs assessments and matches individuals, families, and small-to-mid-size businesses with appropriate coverage through relationship-driven phone and in-office consultations.
Product overview
Invst In You, Inc. is a full-service insurance agency with 30 years of experience specializing in Life and Health insurance products. The company offers a comprehensive portfolio of insurance solutions including Life Insurance, Health Insurance, Individual Plans, Employer Plans, Long Term Care Insurance, and Disability Insurance. The firm accesses multiple insurance products from various providers to match clients with the right coverage for their specific needs.
Differentiator
Problem solved
Functional benefit
Products and services
- Life Insurance
Companies that use Invst In You
Customer profileSegments2 records
Ideal customer profiles2 records
Invst In You technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Invst In You partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Invst In You competitors and assessment
Company assessmentBroad incumbents
- Humana:
- State Farm: Mass-market insurance carrier with captive-agent network selling life, health, and supplemental products. Overlaps with Invst In You on life and health brokerage activity but operates at vastly greater scale with proprietary product economics.
- New York Life: Large, established life insurance carrier and financial services firm with captive-agent distribution. Comparable product overlap on life, LTC, and disability, but as a carrier-plus-agency model rather than an independent brokerage.
Direct peers
- GoHealth: Large-scale health insurance brokerage serving individuals and Medicare-eligible consumers across multiple carriers. Comparable in the multi-carrier intermediary model and focus on health/life products, though operating through centralized telesales rather than local advisory.
- SelectQuote: Direct-to-consumer insurance brokerage platform selling life and health policies across multiple carriers. Comparable to Invst In You in product mix (life, health, supplemental) but operates at vastly larger scale via digital and telesales channels.
- HealthMarkets: Insurance agency connecting individuals, families, and small businesses with health, life, Medicare, and supplemental plans from multiple carriers. Closest comparable in product breadth and customer segments (individuals + SMBs) to Invst In You.
- eHealth: Online health insurance marketplace and brokerage offering individual, family, Medicare, and small-business plans across multiple carriers. Direct peer in the multi-carrier health and life brokerage space, though delivered through a digital-first model.
- Policygenius: Online insurance marketplace specializing in life, disability, and supplemental coverage across multiple carriers. Direct competitor on the life and disability product lines Invst In You sells, representing the digital-native evolution of the same brokerage model.
Regional players
- Blue Shield of California: California-focused health insurance carrier offering individual, family, and group plans in the same state Invst In You serves. Comparable on the health insurance product line and overlapping geography, though as a carrier rather than an independent broker.
- Covered California: California's state-run ACA health insurance marketplace where individuals and families compare and enroll in health plans, often with agent assistance. Competes for the same individual health insurance shoppers in California and shapes the commission economics Invst In You relies on.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key highlights5 records
Customer concentration
Invst In You social profiles
Digital presenceInvst In You financial estimates
Financial estimateRevenue estimate
Valuation estimate
Invst In You leadership team
Management profileNumber of profiles
Profiles3 records
Invst In You funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Invst In You 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 Invst In You
What does Invst In You do?
Invst In You, Inc. is a full-service insurance agency based in Laguna Beach, California, that sells life, health, long-term care, disability, and employer-sponsored insurance plans accessed from multiple carriers. The firm provides personalized needs assessments and matches individuals, families, and small-to-mid-size businesses with appropriate coverage through relationship-driven phone and in-office consultations.
Is Invst In You a public or private company?
Invst In You is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Invst In You founded?
Invst In You was founded in 2009. It employs 1 to 10 people.
Where is Invst In You based?
Invst In You is headquartered in Laguna Beach, United States, in the North America region.
How does Invst In You make money?
One revenue line is on record: insurance Commissions.
Who are Invst In You's main competitors?
Broad incumbents on record are Humana, State Farm and New York Life. Direct peers are GoHealth, SelectQuote, HealthMarkets, eHealth and Policygenius. Regional players are Blue Shield of California and Covered California.
Does Invst In You have an API?
No public API is recorded for Invst In You.