Boeck & Associates

What Boeck & Associates does

Boeck & Associates, Inc. is a privately held independent insurance brokerage headquartered in Medford, Oregon, providing employee benefits, life and health insurance, and financial services to individuals, families, and employer groups in the Southern Oregon market centered on Medford and Grants Pass. The firm was founded by Larry Boeck, CLU, ChFC, who serves as president and has over 30 years of industry experience; the broader producer team averages more than 25 years of experience each.

The company's product offering spans two core lines: Individual and Family Insurance Products (health, Medicare Advantage/Supplements/Part D, dental, vision, life, disability income, long-term care, estate planning) and Employer Group Benefits (health/dental/vision plans, group life and AD&D, short/long-term disability, cancer and accident plans, voluntary benefits, HSA/HRA, self-insured plans, and cafeteria plans). Technology infrastructure is minimal and not proprietary: a Zywave-powered HR HUB client portal provides employer group clients with customized benefit information, legislative and compliance updates, employee communications, and paperless employee access. There is no in-house engineering or product organization evident.

The business model is commission-based brokerage: as an independent agent representing all major Oregon carriers (Regence, HealthNet, Providence, PacificSource, Moda) plus national carriers (Mutual of Omaha, LifeMap, Standard, MetLife), Boeck & Associates earns carrier commissions on placed business. Go-to-market is sales-led and relationship-driven, with producers personally engaging clients; pricing is quote-based with no publicly disclosed fee schedule. The firm also operates under HIPAA-aligned privacy practices given its handling of protected health information.

Name

Boeck & Associates

Legal name

Boeck & Associates, Inc.

Website

https://boeckinsurance.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

Boeck & Associates is a privately held independent insurance brokerage in Medford, Oregon, providing employee benefits, life and health insurance, and Medicare coverage to individuals, families, and employer groups across Southern Oregon via nine major carrier relationships.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Large Group Health Insurance (Mid-Market & National Accounts) (FSAIAFAE)

akta.pro secondary industries

Small Group Health Insurance (2–50/100) (FSAIAFAD), Business Overhead Expense (BOE) Disability Insurance (FSAIAIAJ), Employer-Sponsored Dental & Vision (Group) (FSAIAHAH), Group AD&D Insurance (Employer-Sponsored) (FSAIALAA)

Keywords

• Employee benefits brokerage
• Health insurance services
• Group benefits administration
• Medicare supplement planning
• Life and disability insurance

Headquarters

HQ city

Medford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: As an independent insurance broker, Boeck & Associates earns commissions from insurance carriers for placing business. They are brokers for all major insurance companies in Oregon as well as national carriers including Regence, HealthNet, Providence, PacificSource, Mutual of Omaha, LifeMap, Standard, MetLife, and Moda.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

Boeck & Associates is an independent insurance brokerage that places employee benefits, life, and health insurance products from major Oregon and national carriers on behalf of individuals, families, and employer groups in Southern Oregon. Core offerings span individual lines (health, Medicare, dental, vision, life, disability, long-term care, estate planning) and group lines (health plans, dental, vision, group life/AD&D, disability, voluntary benefits, HSA, HRA, self-insured and cafeteria plans), supported by an HR HUB client portal and structured renewal service commitment.

Product overview

Boeck & Associates operates as an insurance brokerage offering two core product lines: (1) Individual and Family Insurance Products covering health, Medicare, dental, vision, life, disability income, long-term care, and estate planning; and (2) Employer Group Benefits providing comprehensive workplace insurance and benefit administration. The company layers its insurance offerings with the HR HUB technology platform, a web-based client portal powered by Zywave that delivers customized benefit information, compliance updates, and employee communications. Services include a structured Quality Service Commitment with defined timeline commitments for renewal, enrollment, and ongoing support. The company represents all major Oregon and national insurance carriers, enabling them to market and negotiate plans on behalf of employer clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual and Family Insurance Products Full range of personal insurance products for individuals and families including health insurance, Medicare (Advantage, Supplements, Medigap, Part D), dental, vision, life, disability income, long-term care, and estate planning. Targets individuals and families needing personal coverage and financial protection.
• Employer Group Benefits Professional benefit planning and brokerage services for employer groups including health plans, dental, vision, group life, AD&D, short and long-term disability, cancer and accident plans, voluntary benefits, HSA, HRA, self-insured plans, cafeteria plans, and renewal marketing/premium negotiation support. For businesses seeking cost-effective group coverage and HR compliance support.
• Quality Service Commitment Structured service timeline and process for employer clients including current benefit review, 1–3 year benefits strategy development, plan marketing, premium negotiation, action plan creation, HR HUB access, ACA/COBRA/FMLA/HIPAA compliance assistance, open enrollment meetings, and ongoing claims support.
• HR HUB Client Portal Human Resource portal providing customized benefit information, legislative and compliance updates, employee communications, and a paperless employee-based online portal. Available to employer group clients to access their benefits information and ongoing compliance resources.
• Medicare Coverage Options Medicare-related insurance products including Medicare Advantage Plans, Medicare Supplements (Medigap), and Part D prescription drug coverage. For individuals navigating Medicare enrollment and supplemental coverage decisions.
• Consumer-Directed Health Plans Tax-advantaged health account products including Health Savings Accounts (HSA) and Health Reimbursement Arrangements (HRA) offered to employer groups as part of group benefits planning.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Nine partnerships are on record, tiered core.

• RegencecoreChannel Partner/ Reseller/ DistributorRegional health insurance carrier. Boeck & Associates serves as a broker/distributor for Regence insurance products offered to individual and employer group clients in Oregon.
• HealthNetcoreChannel Partner/ Reseller/ DistributorHealth insurance carrier. Boeck & Associates distributes HealthNet products to clients in the Southern Oregon market.
• Providence Health PlancoreChannel Partner/ Reseller/ DistributorRegional health insurance carrier. Boeck & Associates serves as a broker for Providence insurance products in Oregon.
• PacificSource Health PlanscoreChannel Partner/ Reseller/ DistributorRegional health insurance carrier. Boeck & Associates distributes PacificSource products to individual and group clients.
• Mutual of OmahacoreChannel Partner/ Reseller/ DistributorNational insurance carrier. Boeck & Associates distributes Mutual of Omaha life insurance and supplemental health products.
• LifeMapcoreChannel Partner/ Reseller/ DistributorInsurance carrier. Boeck & Associates distributes LifeMap insurance products through their brokerage.
• Standard Insurance CompanycoreChannel Partner/ Reseller/ DistributorNational insurance carrier specializing in life and disability insurance. Boeck & Associates distributes Standard products.
• MetLifecoreChannel Partner/ Reseller/ DistributorGlobal insurance carrier. Boeck & Associates serves as a broker for MetLife products including dental, vision, and other insurance offerings.
• Moda HealthcoreChannel Partner/ Reseller/ DistributorRegional health insurance carrier. Boeck & Associates distributes Moda Health insurance products in Oregon.

Scale indicators2 records

Recent moves5 records

Expansion highlights2 records

Broad incumbents

• Acrisure: National insurance brokerage and financial services platform known for acquiring regional brokerages. Comparable to Boeck in product breadth and another likely consolidator of founder-owned brokerages in Boeck's size range.
• World Insurance Associates: National insurance brokerage with a focused employee benefits practice and aggressive acquisition strategy. Comparable in core benefits product set and as a representative acquirer of small regional brokerages like Boeck.
• USI Insurance Services: Large national brokerage with a substantial employee benefits division. Comparable to Boeck in product mix (group health, voluntary, retirement) and serves many of the same employer segments but at significantly greater scale.
• Hub International: National insurance brokerage with deep employee benefits capabilities and a roll-up acquisition strategy. Competes with Boeck for mid-market employer accounts and represents a likely acquirer profile for founder-owned regional brokerages.
• Brown & Brown: Large national insurance brokerage with a strong employee benefits and commercial lines practice. Comparable to Boeck in core product offering (group health, life, disability, voluntary) but operates at vastly greater scale through acquisitions, including regional shops. Represents the type of acquirer and competitor Boeck faces in the regional market.
• Marsh McLennan: Global insurance brokerage and risk management firm with extensive employee benefits consulting. Comparable in employer benefits product offering but operates at vastly larger scale across national accounts; sets competitive benchmarks for broker capabilities.

Emerging players

• eHealth: Online insurance marketplace and broker specializing in individual health, Medicare, and small group coverage. Comparable to Boeck's individual and Medicare product lines but competes via a digital-first, low-touch model — a structural threat to traditional broker economics.
• GoHealth: Technology-driven Medicare-focused broker using a digital platform paired with licensed agents. Comparable to Boeck's Medicare book of business and represents the digital-disruption vector that traditional Southern Oregon brokerages face for Medicare-eligible clients.

Direct peers

• The Partners Group: Independent Pacific Northwest insurance and benefits brokerage headquartered in the PNW. Highly comparable to Boeck as a regional multi-carrier brokerage focused on employer group benefits, individual health, and Medicare products — and a likely direct competitor for employer clients in Oregon.

Regional players

• PayneWest Insurance: Pacific Northwest-focused insurance brokerage with strong employee benefits practice. Directly comparable to Boeck's product mix and client base; serves a similar regional market just north of Boeck's Southern Oregon territory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

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 Boeck & Associates