MedicarePartners

What MedicarePartners does

MedicarePartners is a B2B partnership platform that routes clients of professional service firms—primarily SSDI/disability attorneys, CPAs and financial advisors, and insurance professionals—into Medicare enrollment guidance after they become eligible (notably at the 24-month post-SSDI-entitlement trigger and at age 65). The company is operated by MedicarePartners LLC, founded in 2018, and is led by Cal, a licensed insurance agent since 1989. MedicarePartners shares unified leadership with MedicareMall, a sister consumer-facing sub-brand that delivers expert Medicare guidance to end clients from initial questions through long-term coverage decisions.

The firm's core technology is a proprietary partner portal hosted on LeadMQ (account.leadmq.com/login), built specifically for attorney partners to enter new clients, monitor referral business, and run historical reports. A separate referral tracking system identifies clients approaching Medicare eligibility and tracks enrollment progress. A strategic integration with Chronicle, an ERE monitoring platform used by 2,100+ disability professionals tracking 177,000+ SSDI cases, embeds MedicarePartners directly into case-management workflows so firms can refer clients at the precise eligibility window.

MedicarePartners generates revenue exclusively through affiliate referral commissions paid by insurance carriers on client enrollments and annual renewals. Services are offered at no cost to referring partners (attorneys, CPAs, insurance professionals), who earn commission payments without needing insurance licensing. The company is HIPAA-compliant (self-attested), founder-owned, employs 11-50 people, is based in San Marcos, Texas, and operates exclusively in the U.S. market with no disclosed revenue, funding, or M&A activity.

Name

MedicarePartners

Legal name

MedicarePartners LLC

Website

https://medicarepartners.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

MedicarePartners is a B2B partnership platform that routes clients of SSDI attorneys, CPAs, financial advisors, and insurance professionals into Medicare enrollment support, monetizing through carrier-paid referral and renewal commissions via its proprietary LeadMQ-based partner portal.

Ownership category

akta.pro rank

Product category

Medicare Enrollment Services

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

Medicare Plan Administration & Third-Party Services (TPA/BPO, Enrollment, Billing) (FSAIAGAI), Medigap Member Support & Care Navigation (Advocacy/Concierge) (HLAEADAH)

Keywords

• Medicare enrollment services
• SSDI-to-Medicare transition
• Partner referral network
• Licensed insurance agents
• Retirement healthcare planning

Headquarters

HQ city

San Marcos

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Referral Commissions - Enrollment: MedicarePartners earns commissions from insurance carriers when referred clients enroll in Medicare plans. Partner firms receive compensation through this referral arrangement without requiring insurance licensing.
2. Annual Renewal Commissions: Ongoing commissions paid annually when referred clients maintain their Medicare coverage, creating recurring revenue from the partner-referred client base.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

MedicarePartners operates a B2B partner referral platform that connects SSDI attorneys, disability professionals, CPAs, financial advisors, and insurance agents with licensed Medicare enrollment specialists for their clients. The company earns commissions from insurance carriers on referred client enrollments and annual renewals, while partner firms receive compensation without needing insurance licensing. Its client-facing MedicareMall sub-brand delivers education, plan comparison, and enrollment support to individuals transitioning from SSDI to Medicare eligibility.

Product overview

MedicarePartners operates as a B2B partnership platform offering Medicare enrollment guidance to individuals after SSDI approval. The core platform (MedicarePartners) connects professional partners—SSDI attorneys, CPAs, financial advisors, and insurance professionals—with Medicare expertise. It is powered by MedicareMall, the client-facing sub-brand that delivers expert Medicare guidance. A Custom Partner Portal built on LeadMQ provides attorney partners with proprietary tools for client management and reporting. All services emphasize HIPAA compliance, education-first guidance, and a compensation model for partners without requiring insurance licensing.

Differentiator

Problem solved

Functional benefit

Brands

• MedicareMall: Client-facing platform dedicated to delivering expert Medicare guidance and support, powering MedicarePartners.

Products and services

• MedicarePartners Partner Network A B2B partnership platform that connects SSDI attorneys, disability professionals, CPAs, financial advisors, and insurance professionals with Medicare enrollment support for their clients transitioning from SSDI to Medicare eligibility. Partners earn commissions on enrollments and annual renewals without obtaining insurance licensing.
• MedicareMall Client-Facing Platform The client-facing platform dedicated to delivering expert Medicare guidance and support, providing a seamless experience from initial questions to long-term coverage decisions for individuals enrolling in Medicare after SSDI approval.

Quantifiable outcome

• No insurance licensing required for referring partners
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• Chronicle (Chronicle Legal)coreGTM or Marketing PartnerChronicle is the ERE monitoring software used by over 2,100 disability professionals to track cases across SSA's portal daily. The partnership surfaces Medicare eligibility timing (24 months post-entitlement) so firms can connect eligible clients to MedicarePartners. Chronicle's case tracking enables firms to refer clients at the right time, earning commissions on enrollment and annual renewals. No insurance licensing required from referring firms.
• MedicareMallcoreStrategic or Co-development PartnerMedicareMall is the client-facing platform powered by MedicarePartners, dedicated to delivering expert Medicare guidance and support. Together, they provide a seamless experience for clients from initial questions to long-term coverage decisions. Founded by Cal (licensed agent since 1989), MedicareMall and MedicarePartners operate together under unified leadership focused on education-first guidance.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• CoverRight: Digital-first Medicare brokerage that uses technology to match beneficiaries with Medicare plans. Comparable on the tech-enabled brokerage model and commission-based revenue, but operates at smaller scale and focuses more on D2C than partner referrals.
• Chapter: Modern Medicare advisory that combines licensed agents with proprietary technology to help beneficiaries choose Medicare plans. Directly comparable on the education-first, tech-enabled Medicare brokerage positioning, but typically reaches consumers rather than partner referral firms.
• Allsup: Provider of Social Security disability representation and Medicare-related services, with overlap in the SSDI-to-Medicare transition niche MedicarePartners targets. Comparable in serving SSDI claimants approaching Medicare eligibility.

Direct peers

• SelectQuote: Senior-focused direct-to-consumer insurance brokerage with a major Medicare vertical. Comparable in that it earns commission revenue from Medicare enrollments and uses proprietary technology to manage agent productivity and lead conversion.
• Healthcare.com: Online health insurance marketplace distributing Medicare, ACA, and other health plans via carrier commissions. Operates a comparable brokerage-style model and competes for the same enrollment-driven consumer demand.
• Boomer Benefits: Independent Medicare insurance agency focused on seniors and partner-referred clients, similar to MedicarePartners. Comparable in serving both consumer and professional-partner channels and earning carrier commissions on Medicare enrollments.
• GoHealth: Public Medicare-focused insurance brokerage that uses lead generation and licensed agent telesales to enroll beneficiaries in Medicare plans. Comparable business model, same carrier-commission revenue mechanic, and overlapping target of aging-in and special-needs Medicare populations.
• eHealth: Large online Medicare insurance marketplace that sells and brokers Medicare Advantage, Medigap, and Part D plans direct to consumers. Highly comparable to MedicarePartners because it monetizes through carrier commissions and competes for the same enrollment-driven revenue.

Broad incumbents

• Integrity Marketing Group: Large insurance distributor and FMO with significant Medicare distribution operations. Comparable as a Medicare-focused FMO/insurance distributor earning carrier commissions through agent and partner networks, but at vastly greater scale and breadth.

Others

• MediaAlpha: Technology platform that powers customer acquisition for Medicare and other insurance carriers via real-time bidding. Comparable as an enabler of the lead-generation and partner referral economics MedicarePartners relies on, though it operates one layer removed as infrastructure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/medicarepartners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 MedicarePartners