Medicare BackOffice
- Company typePrivate
- Founded2015
- HeadquartersOmaha, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
Medicare BackOffice firmographics
Firmographics- Name
- Medicare BackOffice
- Legal name
- Medicare BackOffice
- Website
- https://medicarebackoffice.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Ownership category
- akta.pro rank
Medicare BackOffice industry classification
Industry- Product category
- Medicare Insurance Referral Services
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Insurance Agents, Brokers & Service (6411), Hospital & Medical Service Plans (6324)
- 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
Where Medicare BackOffice is headquartered
LocationHeadquarters
- HQ city
- Omaha
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Medicare BackOffice business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Referral Fees from Carriers: Medicare BackOffice receives referral fees from insurance carriers when referred clients enroll in Medicare Supplement or Medicare Advantage plans. Partners receive $100-$200 per successful enrollment. Fees are paid one month after policy issuance once carrier pays Medicare BackOffice. No referral fees are paid for Part D, dental, vision, hearing or ancillary products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free Service for Partners |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Medicare BackOffice product offering
Product offeringCore offering
Medicare BackOffice is a Medicare referral partner service that connects financial advisors, insurance agents, attorneys, CPAs, HR professionals, and other partners with salaried Licensed Insurance Agents who help their Medicare-age clients navigate enrollment in Medicare Supplement, Medicare Advantage, and Prescription Drug plans. The service is provided by Insuractive, a licensed insurance agency operating in all 50 states and DC, and is delivered free of charge to both partners and referred clients. Partners access a self-serve Partner Dashboard Portal to submit referrals, track status, access marketing materials, and monitor referral fee payments of $100-$200 per successful enrollment.
Product overview
Medicare BackOffice is a Medicare referral partner platform connecting financial advisors, attorneys, CPAs, and insurance professionals with Licensed Insurance Agents. The core offering consists of the Medicare Referral Program, which enables partners to refer clients for Medicare plan enrollment assistance, paired with a Partner Dashboard Portal for tracking referrals and payments. The company facilitates Medicare Supplement plans, Medicare Advantage plans (HMO, PPO, PFFS), and dental/ancillary insurance products. All services are free to partners and their clients, with referral fees ranging from $100 to $200 paid to partners for Medicare Supplement and Medicare Advantage plan enrollments.
Differentiator
Problem solved
Functional benefit
Products and services
- Medicare Referral Program A referral service for financial advisors, insurance agents, attorneys, CPAs, and other professionals that connects them with salaried Licensed Insurance Agents who conduct needs analysis and help referred Medicare-age clients enroll in Medicare Supplement, Medicare Advantage, and Prescription Drug plans. The service is free to partners and clients; referral fees are paid to partners when enrollments are confirmed.
Quantifiable outcome
- $100-$200 referral fee per successful enrollment
- +1 more outcomes
Companies that use Medicare BackOffice
Customer profileSegments5 records
Ideal customer profiles4 records
Medicare BackOffice technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Medicare BackOffice partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Travel Insurance CenterminorMedicare BackOffice has a partnership with Travel Insurance Center to provide travel insurance solutions for Medicare-age clients who travel internationally. Clients are referred to Travel Insurance Center for medical and emergency medical evacuation coverage. Medicare generally does not cover medical expenses during foreign travel.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Medicare BackOffice competitors and assessment
Company assessmentBroad incumbents
- eHealth: Large, publicly traded Medicare and health insurance marketplace that connects consumers with carriers. Operates a much broader, direct-to-consumer funnel than Medicare BackOffice but competes in the same Medicare Supplement/Advantage distribution space that Medicare BackOffice serves through its partner channel.
- QuoteWizard (by LendingTree): Lead-generation and comparison platform within LendingTree that distributes shoppers to licensed insurance agents across multiple lines including Medicare. Comparable as an agent-routing layer for Medicare shoppers, though it operates across many insurance verticals.
Direct peers
- GoHealth: Medicare-focused insurance marketplace and brokerage using both direct and partner-led enrollment models. Directly comparable to Medicare BackOffice in product mix (Medigap, MA, Part D) and reliance on licensed agents to close referred or inbound shoppers.
- HealthPlanOne: Medicare-focused brokerage and lead-generation platform selling Medigap, MA, and Part D plans through licensed agents. Directly comparable to Medicare BackOffice in Medicare product specialization and agent-mediated enrollment.
- SelectQuote: Publicly traded direct-to-consumer distributor of Medicare Supplement, Medicare Advantage, and life insurance. Closely comparable to Medicare BackOffice in product focus and licensed-agent distribution, though it relies on a proprietary lead engine rather than an external partner network.
- Medicare.com: Consumer-facing Medicare comparison and enrollment site that routes shoppers to licensed insurance agents. Comparable to Medicare BackOffice as an indirect referral/orchestration layer, though it owns the consumer touchpoint rather than relying on third-party professional partners.
Emerging players
- CoverRight: Digital Medicare broker specializing in Medicare Advantage and Supplement enrollment through licensed advisors. Comparable to Medicare BackOffice in advisory-led model and Medigap/MA focus, but serves consumers directly online.
- Chapter: Modern Medicare advisory platform pairing consumers with licensed advisors for unbiased Medicare plan selection. Highly comparable in 'salaried agent' positioning and advisory-led model, but competes via a direct-to-consumer tech experience rather than partner referrals.
- Assurance: Technology-enabled insurance marketplace with a strong Medicare distribution arm serving consumers and partner-driven flows. Overlaps with Medicare BackOffice's mix of licensed-agent servicing and Medigap/MA product focus.
Others
- Anthem Blue Cross Blue Shield (Medicare distribution): Major carrier whose Medicare Supplement and Advantage products are among the carriers Medicare BackOffice agents enroll clients into. Not a competitor, but a key counterparty — relevant for understanding carrier relationships and fee economics in the same distribution chain.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Medicare BackOffice financial estimates
Financial estimateRevenue estimate
Valuation estimate
Medicare BackOffice leadership team
Management profileNumber of profiles
Profiles5 records
Medicare BackOffice funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Medicare BackOffice 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 Medicare BackOffice
What does Medicare BackOffice do?
Medicare BackOffice is a Medicare referral partner service that connects financial advisors, insurance agents, attorneys, CPAs, HR professionals, and other partners with salaried Licensed Insurance Agents who help their Medicare-age clients navigate enrollment in Medicare Supplement, Medicare Advantage, and Prescription Drug plans. The service is provided by Insuractive, a licensed insurance agency operating in all 50 states and DC, and is delivered free of charge to both partners and referred clients. Partners access a self-serve Partner Dashboard Portal to submit referrals, track status, access marketing materials, and monitor referral fee payments of $100-$200 per successful enrollment.
Is Medicare BackOffice a public or private company?
Medicare BackOffice is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Medicare BackOffice founded?
Medicare BackOffice was founded in 2015. It employs 251 to 500 people.
Where is Medicare BackOffice based?
Medicare BackOffice is headquartered in Omaha, United States, in the North America region.
How does Medicare BackOffice make money?
One revenue line is on record: referral Fees from Carriers.
Who are Medicare BackOffice's main competitors?
Broad incumbents on record are eHealth and QuoteWizard (by LendingTree). Direct peers are GoHealth, HealthPlanOne, SelectQuote and Medicare.com. Emerging players are CoverRight, Chapter and Assurance. Anthem Blue Cross Blue Shield (Medicare distribution) is listed as an others.
Does Medicare BackOffice have an API?
No public API is recorded for Medicare BackOffice.
What industry is Medicare BackOffice in?
Medicare BackOffice's product category is Medicare Insurance Referral Services. Its primary akta.pro industry code is FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs), with a secondary code of FSAIAGAI, Medicare Plan Administration & Third-Party Services (TPA/BPO, Enrollment, Billing). Its NAICS code is 524292 and its SIC code is 6411.