Conley and Conley Insurance Solutions
Conley and Conley Insurance Solutions is an independent insurance agency founded in 1995 in Auburn, California, distributing Medicare, individual health, life, dental, annuity, and group products to California consumers via 22+ carrier partnerships on a commission-based brokerage model.
- Company typePrivate
- Founded1995
- HeadquartersAuburn, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Conley and Conley Insurance Solutions does
Conley and Conley Insurance Solutions is an independent insurance agency founded in 1995 by David and Sheri Conley and headquartered in Auburn, California. The firm distributes Medicare-related products — Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D — alongside individual health insurance, life insurance, dental coverage, final expense insurance, annuities, and group health plans. It operates as a traditional brokerage, sourcing coverage from 22 or more carrier partners and recommending products to consumers on a personalized, consultation basis. There is no proprietary technology platform, no digital distribution layer, and no AI-driven workflow described; service delivery is relationship-led and human-mediated.
The business model is commission-based: revenue is generated from carrier commissions on placed policies and renewals, with no disclosed fees, premium volume, or per-client pricing. Customer acquisition relies on local reputation, referrals, and the free-consultation positioning, with the firm's footprint concentrated in Northern California. The firm is family-owned, has 1–10 employees, and shows no evidence of external capital, institutional investors, M&A activity, or expansion beyond its Auburn base.
The target customer base is dominated by Medicare-eligible seniors and individuals seeking individual health, life, dental, or annuity coverage in California. With 28+ years of continuous operation under the founders' names, the company's primary differentiator is local tenure and carrier breadth rather than scale, technology, or geographic reach. The firm functions as a stable, relationship-driven brokerage with no publicly disclosed revenue, growth metrics, or strategic capital initiatives.
Conley and Conley Insurance Solutions firmographics
Firmographics- Name
- Conley and Conley Insurance Solutions
- Legal name
- Conley Insurance Solutions
- Website
- https://healthinsurancestuff.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Conley and Conley Insurance Solutions is an independent insurance agency founded in 1995 in Auburn, California, distributing Medicare, individual health, life, dental, annuity, and group products to California consumers via 22+ carrier partnerships on a commission-based brokerage model.
- Ownership category
- akta.pro rank
Conley and Conley Insurance Solutions industry classification
Industry- Product category
- Insurance Brokerage Services
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Individual Supplemental Health (Hospital Indemnity, Critical Illness, Accident) (FSAIAEAD)
- akta.pro secondary industry
- Ancillary & Supplemental Health Products (Accident/Critical Illness/Hospital Indemnity) (HLAEABAJ)
Keywords
Where Conley and Conley Insurance Solutions is headquartered
LocationHeadquarters
- HQ city
- Auburn
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Conley and Conley Insurance Solutions business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- Insurance Commissions: The company operates as an independent insurance agency, earning commissions from insurance carriers for policies placed. Services to consumers are provided at no cost, with revenue generated through carrier commission agreements. This is a traditional insurance agency revenue model.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free consultation service - no cost to clients |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Conley and Conley Insurance Solutions product offering
Product offeringCore offering
Conley and Conley Insurance Solutions is an independent insurance agency that provides free advisory and brokerage services to consumers seeking Medicare plans, individual insurance, and group health coverage. The agency represents more than 20 insurance carriers and earns carrier commissions on policies placed. Core offerings include Medicare Advantage (Part C), Medicare Supplement (Medigap), Medicare Part D prescription drug plans, dental and vision plans, individual health plans, life insurance, final expense insurance, annuities, and employer-sponsored group health insurance.
Product overview
Conley Insurance Solutions operates as an independent insurance agency founded in 1995, offering a comprehensive portfolio of insurance products through multiple categories. The company's core offerings span Medicare-related products (Medicare Advantage Part C, Medicare Supplement/Medigap, and Prescription Drug Plans Part D) designed for seniors, alongside individual insurance products including health plans, life insurance, dental insurance, final expense insurance, and annuities. The agency also provides group health insurance for employers. As independent agents, they offer impartial comparisons across multiple insurance carriers including Aetna, Aflac, Anthem, Cigna, Humana, United Healthcare, and others, enabling personalized plan recommendations tailored to individual client needs. The company does not offer a unified software platform but rather serves as an advisory and brokerage service connecting clients with appropriate insurance products.
Differentiator
Problem solved
Functional benefit
Products and services
- Medicare Advantage (Medicare Part C) Medicare Advantage plans combine Original Medicare Part A and Part B into a single plan with additional coverage including dental, vision, hearing, and wellness benefits; offered to Medicare-eligible seniors through independent agent advisory.
- Medicare Supplement (Medigap) Medicare Supplement (Medigap) bridges the coverage gap left by Original Medicare, covering deductibles, copayments, and coinsurance for Medicare beneficiaries.
- Prescription Drug Plans (Medicare Part D) Medicare Part D Prescription Drug Plans work alongside Original Medicare and Medicare Advantage plans to provide prescription drug coverage for beneficiaries.
- Dental & Vision Plans Ancillary dental and vision plans available as standalone coverage or as part of Medicare Advantage, since these services are not included in Original Medicare.
- Individual Health Plans Individual health insurance plans providing personal health coverage outside of employer-sponsored or Medicare-based coverage for individuals and families.
- Life Insurance Life insurance products providing financial protection and death benefit coverage for individuals and families.
- Dental Insurance Standalone dental insurance coverage for preventive care, basic procedures, and major dental work for individuals.
- Final Expense Insurance Final expense insurance covers end-of-life costs including funeral expenses, burial costs, and other related financial obligations.
- Annuities Annuity products providing retirement income streams and financial planning solutions for individuals.
- Group Health Insurance Employer-sponsored group health insurance plans providing coverage for employees and their dependents at small to mid-size businesses.
Companies that use Conley and Conley Insurance Solutions
Customer profileSegments3 records
Ideal customer profiles3 records
Conley and Conley Insurance Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Conley and Conley Insurance Solutions partnerships and signals
Strategic signalPartnerships
22 partnerships are on record, tiered core.
- AetnacoreInsurance carrier partnership - represents Aetna Medicare and health insurance products as an independent agent.
- AflaccoreInsurance carrier partnership - offers Aflac supplemental insurance products through the agency.
- Alignment HealthcarecoreMedicare Advantage carrier partnership represented by the agency.
- AnthemcoreMajor health insurance carrier partnership offering Anthem health and Medicare products.
- Cigna HealthcarecoreHealth insurance carrier partnership representing Cigna products.
- Central States Health and Life Co. of OmahacoreRegional insurance carrier partnership offering health and life insurance products.
- Health NetcoreMedicare Advantage and health plan carrier partnership.
- Blue Shield of CaliforniacoreCalifornia-focused health insurance carrier partnership.
- HumanacoreMedicare Advantage and health insurance carrier partnership.
- Imperial Health PlancoreMedicare Advantage carrier partnership.
- Medi-SharecoreFaith-based health share program partnership.
- Molina HealthcarecoreMedicaid and Medicare managed care carrier partnership.
- Mutual of OmahacoreLife insurance and Medicare supplement carrier partnership.
- Oxford Health PlanscoreHealth insurance carrier partnership.
- Physicians MutualcoreMedicare supplement and health insurance carrier partnership.
- SCAN HealthcoreMedicare Advantage carrier partnership focused on seniors.
- Sutter HealthcoreHealth system-based health plan partnership.
- TransamericacoreLife insurance and annuity carrier partnership.
- United American Insurance CompanycoreMedicare supplement and supplemental insurance carrier partnership.
- United HealthcarecoreMajor national health insurance carrier partnership offering Medicare and commercial products.
- WellcarecoreMedicare Advantage and prescription drug plan carrier partnership.
- Western Health AdvantagecoreRegional California health insurance carrier partnership.
Scale indicators2 records
Recent moves4 records
Expansion highlights4 records
Conley and Conley Insurance Solutions competitors and assessment
Company assessmentDirect peers
- GoHealth: Medicare-focused brokerage using digital lead generation and licensed agents to sell Medicare Advantage and Supplement across multiple carriers. Directly comparable because both broker the same Medicare product set via multi-carrier partnerships.
- SelectQuote: Public direct-to-consumer insurance brokerage specializing in Medicare, life, and senior market products. Highly comparable because both serve Medicare-eligible seniors through a multi-carrier, commission-based distribution model with similar product mix.
- HealthPlanOne: Independent Medicare and individual health insurance agency representing multiple carriers. Directly comparable as a multi-carrier broker serving the same Medicare and individual/family health segments Conley targets.
- Boomer Benefits: Independent insurance agency focused on the senior market, particularly Medicare Supplement and Medicare Advantage. Comparable as an independent brokerage serving seniors with a multi-carrier product set and similar advisory positioning.
- eHealth: Online health insurance marketplace with a substantial Medicare brokerage arm. Comparable as a multi-carrier distributor of Medicare Advantage, Supplement, and individual health plans, though eHealth is far larger and technology-led.
Broad incumbents
- Humana: Top Medicare Advantage and Medicare Supplement carrier with significant independent-agent distribution. Comparable as both an underwriting counterparty for many of Conley's placements and a competitor via direct sales channels.
- UnitedHealthcare: Largest U.S. health insurer and leading Medicare Advantage carrier, operating extensive captive-agent and digital direct-to-consumer channels. Provides many of the products Conley distributes and competes via its own agency and online enrollment flows.
Emerging players
- Chapter: Digital-first Medicare advisory platform that helps seniors compare and select Medigap and Medicare Advantage plans. Comparable business focus on Medicare navigation, but uses a fully digital delivery model versus Conley's local in-person/phone advisory.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights6 records
Customer concentration
Conley and Conley Insurance Solutions social profiles
Digital presenceConley and Conley Insurance Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Conley and Conley Insurance Solutions leadership team
Management profileNumber of profiles
Profiles2 records
Conley and Conley Insurance Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Conley and Conley Insurance Solutions 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 Conley and Conley Insurance Solutions
What does Conley and Conley Insurance Solutions do?
Conley and Conley Insurance Solutions is an independent insurance agency that provides free advisory and brokerage services to consumers seeking Medicare plans, individual insurance, and group health coverage. The agency represents more than 20 insurance carriers and earns carrier commissions on policies placed. Core offerings include Medicare Advantage (Part C), Medicare Supplement (Medigap), Medicare Part D prescription drug plans, dental and vision plans, individual health plans, life insurance, final expense insurance, annuities, and employer-sponsored group health insurance.
Is Conley and Conley Insurance Solutions a public or private company?
Conley and Conley Insurance Solutions is a private company. It is classified as family owned and is currently operating.
When was Conley and Conley Insurance Solutions founded?
Conley and Conley Insurance Solutions was founded in 1995. It employs 1 to 10 people.
Where is Conley and Conley Insurance Solutions based?
Conley and Conley Insurance Solutions is headquartered in Auburn, United States, in the North America region.
How does Conley and Conley Insurance Solutions make money?
One revenue line is on record: insurance Commissions.
Who are Conley and Conley Insurance Solutions's main competitors?
Direct peers on record are GoHealth, SelectQuote, HealthPlanOne, Boomer Benefits and eHealth. Broad incumbents are Humana and UnitedHealthcare. Chapter is listed as an emerging player.
Does Conley and Conley Insurance Solutions have an API?
No public API is recorded for Conley and Conley Insurance Solutions.
What industry is Conley and Conley Insurance Solutions in?
Conley and Conley Insurance Solutions's product category is Insurance Brokerage Services. Its primary akta.pro industry code is FSAIAEAD, Individual Supplemental Health (Hospital Indemnity, Critical Illness, Accident), with a secondary code of HLAEABAJ, Ancillary & Supplemental Health Products (Accident/Critical Illness/Hospital Indemnity). Its NAICS code is 5242 and its SIC code is 6411.