Lundy Insurance
Lundy Insurance Services, Inc. is a privately held, independent insurance brokerage based in La Mesa, CA that brokers health, Medicare, travel, life, disability, and long-term care insurance for individuals, families, and small businesses across the Western United States, earning commissions from multiple carriers.
- Company typePrivate
- Founded2003
- HeadquartersLa Mesa, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Lundy Insurance does
Lundy Insurance Services, Inc. is a privately held, independent insurance brokerage headquartered in La Mesa, California, with an additional office in Boise, Idaho. Founded by Erick Lundy in 2002/2003, the firm serves individuals, families, and small-to-large businesses across the Western United States, with a stated primary focus on small-business employee benefits. The agency is a multi-carrier broker offering individual and family health insurance, group health insurance, Medicare Supplement/Advantage/Part D plans, travel insurance (via GeoBlue), disability insurance, life insurance, long-term care insurance, and employee benefits consulting. Carrier relationships include Anthem Blue Cross, Aetna, Blue Shield of California, and Kaiser Permanente, with provider network options including Sharp HealthCare, UC San Diego Health, and Scripps Health in the San Diego market.
The underlying technology stack is intentionally lightweight: a client portal delivers HR resources, forms, and a professional networking forum, while quoting is generated through third-party platforms — GeoBlue for travel, Quotit.net for individual health, DestinationRx for Medicare, and DIServices for disability. The agency also publishes "Lundy University," an educational content library covering HMO/PPO plans, HSA/HRA/FSA administration, Medicare, and a "7 Strategies to Maximize Your Business" benefits program.
The business model is carrier-commission-based: as an independent broker, Lundy Insurance earns commissions on new policy placements and on renewals across its product portfolio, with no publicly disclosed pricing. The go-to-market is sales-led, relying on phone, email, website quote forms, in-person consultations, and word-of-mouth referrals. The agency is founder- and family-owned (Erick Lundy as President, Blake Lundy as a Certified Benefits Consultant), with no external private equity or venture capital investment. Revenue is not publicly disclosed.
Lundy Insurance firmographics
Firmographics- Name
- Lundy Insurance
- Legal name
- Lundy Insurance Services, Inc.
- Website
- https://lundyinsurance.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Lundy Insurance Services, Inc. is a privately held, independent insurance brokerage based in La Mesa, CA that brokers health, Medicare, travel, life, disability, and long-term care insurance for individuals, families, and small businesses across the Western United States, earning commissions from multiple carriers.
- Ownership category
- akta.pro rank
Lundy Insurance 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 Health Insurance Brokerage & Distribution (FSAIAEAL)
- akta.pro secondary industry
- Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)
Keywords
Where Lundy Insurance is headquartered
LocationHeadquarters
- HQ city
- La Mesa
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Lundy Insurance business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Insurance Brokerage Commissions: As an independent insurance brokerage, Lundy Insurance earns commissions from insurance carriers for placing policies. The agency offers products across multiple insurance categories including health insurance (individual, family, group), Medicare plans (supplement, advantage, Part D), travel insurance, life insurance, disability insurance, long-term care, and employee benefits. Revenue is generated through ongoing commissions on renewals as well as new policy placements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Quote-based pricing - no public tiers |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Lundy Insurance product offering
Product offeringCore offering
Lundy Insurance Services, Inc. is an independent insurance brokerage that places health insurance, Medicare plans, travel insurance, disability, life, and long-term care policies for individuals and families, along with group health insurance and employee benefits programs for businesses. The agency earns commissions from multiple carriers (Anthem Blue Cross, Aetna, Blue Shield of California, Kaiser Permanente and others) and provides consulting, comparison, and enrollment services across the Western United States, with offices in La Mesa, California and Boise, Idaho.
Product overview
Lundy Insurance Services, Inc. is an independent insurance agency offering a portfolio of insurance products and employee benefits services. The company provides Individual & Family Health Insurance, Group Health Insurance (Small/Large Group Benefits), Medicare Plans (Supplement, Advantage, Part D), Travel Insurance via GeoBlue partnership, Disability Insurance, Life Insurance, Long Term Care Insurance, and Employee Benefits programs. The company operates as a broker connecting clients with carriers including Anthem Blue Cross, Aetna, Blue Shield of CA, and Kaiser, while providing educational resources through Lundy University covering HMO/PPO plans, HSA/HRA/FSA accounts, and Medicare information.
Differentiator
Problem solved
Functional benefit
Products and services
- Individual & Family Health Insurance Individual and family health insurance plans providing medical coverage for personal health needs, offered to individuals and families across the Western United States.
- Group Health Insurance Small and large group health insurance benefits for businesses seeking employee health coverage, including HMO/PPO plans and HSA/HRA/FSA administration.
- Medicare Plans Medicare Supplement, Medicare Advantage, and Part D Prescription Plans for seniors aged 65 and older, supported by AHIP-certified specialists.
- Travel Insurance Out-of-country travel insurance coverage provided through the agency's partnership with GeoBlue.
- Disability Insurance Paycheck protection insurance covering loss of income due to disability, positioned as essential coverage after medical insurance.
- Life Insurance Life insurance coverage for individuals and families.
- Long Term Care Insurance Long-term care insurance coverage for extended care needs.
- Employee Benefits Programs Comprehensive employee benefits programs for businesses including group health insurance, benefits consulting, HR compliance support, and the 7 Strategies program to maximize benefits ROI.
Companies that use Lundy Insurance
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Lundy Insurance technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Lundy Insurance partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered minor.
- GeoBlueminorGeoBlue is a travel insurance provider that Lundy Insurance partners with to offer travel insurance quotes to customers. Lundy Insurance acts as a referral partner, directing customers to GeoBlue's travel insurance platform (geobluetravelinsurance.com) for out-of-country travel coverage. This is a co-branded relationship where Lundy provides the customer connection and GeoBlue provides the product.
- Anthem Blue CrossminorAnthem Blue Cross is one of the insurance carriers represented by Lundy Insurance as an independent brokerage. The agency sells Anthem Blue Cross health insurance products to individuals, families, and businesses in California.
- AetnaminorAetna is an insurance carrier represented by Lundy Insurance as an independent brokerage. The agency offers Aetna health insurance products to their customer base.
- Blue Shield of CaliforniaminorBlue Shield of California is an insurance carrier represented by Lundy Insurance as an independent brokerage. The agency offers Blue Shield health insurance products in California markets.
- Kaiser PermanenteminorKaiser Permanente is mentioned as a Health Maintenance Organization (HMO) network option that Lundy Insurance helps clients navigate. Kaiser is one of the provider networks available through the agency's HMO plan offerings.
- Sharp HealthCareminorSharp HealthCare is mentioned as a provider network option within HMO plans offered through Lundy Insurance's brokerage services in the San Diego area.
- UC San Diego HealthminorUC San Diego Health (UCSD) is mentioned as a provider network option within HMO plans available through Lundy Insurance's brokerage services in the San Diego region.
- Scripps HealthminorScripps Health is mentioned as a provider network option within HMO plans available through Lundy Insurance's brokerage services in the San Diego region.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Lundy Insurance competitors and assessment
Company assessmentDirect peers
- eHealth: Online health insurance marketplace offering individual, family, Medicare, and small business plans from multiple carriers. Represents the digital-native version of Lundy's brokerage model and a key competitive threat.
- GoHealth: Medicare-focused health insurance marketplace and brokerage leveraging tele-sales and carrier partnerships. Directly comparable to Lundy's Medicare specialization but operates via a centralized, technology-enabled call-center model.
- SelectQuote: Senior-focused direct-to-consumer insurance broker with a heavy emphasis on Medicare and life products. Competes with Lundy for the same Medicare-eligible demographic in California and across the Western US.
- HealthMarkets: National independent insurance agency franchise specializing in health, Medicare, and supplemental insurance distribution across the US. Operates the same multi-carrier, multi-line brokerage model as Lundy but at vastly greater scale.
Broad incumbents
- Brown & Brown: National insurance brokerage and risk management firm serving commercial, personal, and employee benefits clients. Operates an active roll-up strategy acquiring independent agencies — a comparable incumbent and potential acquirer.
- Marsh McLennan: Global professional services firm offering insurance brokerage (Marsh) and health/benefits consulting (Mercer). Represents the scale end of the industry against which Lundy's localized services compete for mid-market group benefits clients.
- HUB International: Global insurance brokerage and financial services firm with strong personal lines, employee benefits, and commercial insurance capabilities. Represents a likely consolidator profile for independent agencies like Lundy.
- OneDigital: Large US employee benefits, financial services, and insurance brokerage firm. Directly competes with Lundy for small-group employee benefits accounts but offers a much broader portfolio including retirement, HR consulting, and compliance.
Emerging players
- NFP (acquired by Aon): Middle-market-focused insurance broker and benefits consultant. Represents an active acquirer of independent agencies and a comparable mid-market broker with employee benefits emphasis in California.
- Insurance Canopy / Connected Insurance: Specialty insurance brokers and digital distribution platforms. Adjacent emerging players using technology-led distribution in niches that overlap with Lundy's individual health and ancillary products.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Lundy Insurance social profiles
Digital presenceLundy Insurance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lundy Insurance leadership team
Management profileNumber of profiles
Profiles3 records
Lundy Insurance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lundy Insurance 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 Lundy Insurance
What does Lundy Insurance do?
Lundy Insurance Services, Inc. is an independent insurance brokerage that places health insurance, Medicare plans, travel insurance, disability, life, and long-term care policies for individuals and families, along with group health insurance and employee benefits programs for businesses. The agency earns commissions from multiple carriers (Anthem Blue Cross, Aetna, Blue Shield of California, Kaiser Permanente and others) and provides consulting, comparison, and enrollment services across the Western United States, with offices in La Mesa, California and Boise, Idaho.
Is Lundy Insurance a public or private company?
Lundy Insurance is a private company. It is classified as family owned and is currently operating.
When was Lundy Insurance founded?
Lundy Insurance was founded in 2003. It employs 1 to 10 people.
Where is Lundy Insurance based?
Lundy Insurance is headquartered in La Mesa, United States, in the North America region.
How does Lundy Insurance make money?
One revenue line is on record: insurance Brokerage Commissions.
Who are Lundy Insurance's main competitors?
Direct peers on record are eHealth, GoHealth, SelectQuote and HealthMarkets. Broad incumbents are Brown & Brown, Marsh McLennan, HUB International and OneDigital. Emerging players are NFP (acquired by Aon) and Insurance Canopy / Connected Insurance.
Does Lundy Insurance have an API?
No public API is recorded for Lundy Insurance.
What industry is Lundy Insurance in?
Lundy Insurance's product category is Insurance Brokerage Services. Its primary akta.pro industry code is FSAIAEAL, Individual Health Insurance Brokerage & Distribution, with a secondary code of FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs). Its NAICS code is 5242 and its SIC code is 6411.