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The McCormick Agency

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uuid0038izp

Namestring
The McCormick Agency
Legal namestring
The McCormick Agency
Company typeenum
Private
Founded yearint
2016
Short descriptiontext

The McCormick Agency is a Chicago-based, founder-led insurance brokerage founded in 2016 by Drew McCormick, licensed across 35+ U.S. states, and offering health, Medicare, life, and supplemental insurance products to individuals, families, small businesses, and seniors on a commission basis through the Healthcare Solutions Team network.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersChicago, United States
HQ citystring
Chicago
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
health insurance brokerage, Medicare insurance plans, life insurance products, supplemental health coverage, individual health insurance
Industry3 codes
1Individual Health Insurance Brokerage & Distribution
CodeFSAIAEALPrimaryYes
2Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs)
CodeFSAIAGAHPrimaryNo
3Independent Broker-Dealer / Registered Representative Networks
CodeFSAEACAGPrimaryNo
NAICS code1 code
  • Insurance Agencies and Brokerages52421
SIC code1 code
  • Insurance Agents, Brokers & Service6411
Product category
Insurance Brokerage Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Insurance Agent Commissions
TypeAffiliate Referral
Description

The agency earns commissions from insurance carriers (Blue Cross Blue Shield, Humana, Aetna, United Healthcare, National General) when clients enroll in policies. Services are provided free to customers as the commission is paid by the insurance company.

mccormickhealth.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Marketing or Sales, Technology or R&D, Operations
Pricing details1 tier
1Free services to all customers
ModelOtherBilling cadenceOther
Notes

No cost to use agency services. Commission-based revenue from insurance carriers.

mccormickhealth.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

The McCormick Agency is an independent insurance brokerage that helps individuals, families, and small businesses enroll in health insurance, Medicare, life insurance, and supplemental coverage products from multiple carriers. Services include needs assessment, plan comparison, and enrollment assistance provided at no cost to clients, with revenue derived from commissions paid by insurance carriers (Blue Cross Blue Shield, Humana, Aetna, United Healthcare, National General). The agency is licensed in 35+ U.S. states and operates as part of the Healthcare Solutions Team network.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Achieved HealthCare.gov Elite Circle of Champions status with 100+ plan selections
+1 more record
Product overview1 text field

The McCormick Agency is an insurance brokerage firm and a member of the Healthcare Solutions Team, offering a comprehensive portfolio of insurance products for individuals, families, and small businesses. The core offering centers on major medical health insurance, including Marketplace enrollments, small group plans, and Medicare coverage options. Their product lineup spans health insurance (with short-term, travel, cancer, accident, fixed benefit, and dental/vision plans), Medicare products (Advantage PPOs/HMOs, Supplements F/G/N/K, Part D prescription plans, and ancillary long-term care), and life insurance (term, whole, simplified issue, and universal). They also offer supplemental products including Health Savings Accounts, critical illness insurance, and prescription discount cards. The agency represents major carriers including Blue Cross Blue Shield, Humana, Aetna, United Healthcare, and National General, and their services are provided at no cost to clients.

Product and service1 record
1Health Insurance
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership6 partners
Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

The McCormick Agency is a proud member of Healthcare Solutions Team. This affiliation provides warm insurance leads, advancement opportunities, industry leading CRM, and opportunities for partnership. The network enables agents to work with multiple carriers and access broader market reach.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

One of the top insurance carriers represented by The McCormick Agency for health insurance products.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Major insurance carrier represented, offering Medicare Advantage and other health plans.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Top insurance carrier in the network providing health and Medicare products.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Major insurance carrier represented offering comprehensive health coverage options.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier represented for health and Medicare products.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeEmerging player
Description

Online comparison platform for individual, family, Medicare, and short-term health insurance. Comparable to the digital portion of McCormick's funnel and competing for the same intent-driven quote requests.

TypeDirect peer
Description

Online insurance marketplace with strong presence in life, disability, and health coverage, including agent-assisted placement. Comparable in cross-selling life and supplemental health products via licensed agents.

TypeDirect peer
Description

Multi-carrier insurance distributor operating senior, life, and auto verticals through agent-led and digital channels. Comparable because both earn carrier commissions on individual health and life policies via licensed agent consultation.

TypeDirect peer
Description

National insurance agency network connecting individuals, families, and small businesses with health, Medicare, and supplemental carriers. Directly comparable multi-carrier, multi-state agency model.

TypeDirect peer
Description

One of the largest U.S. online health insurance brokerages, offering individual, family, Medicare, and small business plans across all 50 states. Directly comparable because both serve consumers shopping for individual/Medicare coverage via a digital quote-and-consult model with licensed agents.

TypeDirect peer
Description

Public Medicare-focused health insurance broker with a technology-driven enrollment platform. Directly comparable in the Medicare Advantage and Supplement distribution motion that is a major part of McCormick's product mix.

TypeOthers
Description

The national insurance agency network of which The McCormick Agency is a member. Comparable as the parent network providing leads, CRM, and carrier access — the operating backbone behind McCormick's distribution.

TypeEmerging player
Description

Digital ACA Marketplace broker focused on subsidized individual coverage. Comparable because it competes in the same consumer-individual health insurance shopping funnel, particularly for ACA-eligible customers.

TypeEmerging player
Description

Specialized Medicare broker focused on Medicare Supplement and Advantage plan selection with an advisor-led model. Comparable in the high-touch Medicare brokerage niche that is core to McCormick's senior segment.

TypeEmerging player
Description

Lead-generation and comparison platform routing consumer insurance requests to agents. Comparable as a competing digital acquisition channel for health insurance shoppers.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance2 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

The McCormick Agency

Insurance Brokerage Servicesmccormickhealth.com

The McCormick Agency is a Chicago-based, founder-led insurance brokerage founded in 2016 by Drew McCormick, licensed across 35+ U.S. states, and offering health, Medicare, life, and supplemental insurance products to individuals, families, small businesses, and seniors on a commission basis through the Healthcare Solutions Team network.

The McCormick Agency firmographics

Firmographics
Name
The McCormick Agency
Legal name
The McCormick Agency
Website
https://mccormickhealth.com
Company type
Private
Founded year
2016
Operating status
Operating
Headcount range
1–10 employees
Short description
The McCormick Agency is a Chicago-based, founder-led insurance brokerage founded in 2016 by Drew McCormick, licensed across 35+ U.S. states, and offering health, Medicare, life, and supplemental insurance products to individuals, families, small businesses, and seniors on a commission basis through the Healthcare Solutions Team network.
Ownership category
akta.pro rank

The McCormick Agency industry classification

Industry
Product category
Insurance Brokerage Services
NAICS
Insurance Agencies and Brokerages (52421)
SIC
Insurance Agents, Brokers & Service (6411)
akta.pro primary industry
Individual Health Insurance Brokerage & Distribution (FSAIAEAL)
akta.pro secondary industries
Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH), Independent Broker-Dealer / Registered Representative Networks (FSAEACAG)

Keywords

  • Health insurance brokerage
  • Medicare insurance plans
  • Life insurance products
  • Supplemental health coverage
  • Individual health insurance

Where The McCormick Agency is headquartered

Location

Headquarters

HQ city
Chicago
HQ country
United States
HQ region
North America

Offices1 record

Markets served

The McCormick Agency business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

  1. Insurance Agent Commissions: The agency earns commissions from insurance carriers (Blue Cross Blue Shield, Humana, Aetna, United Healthcare, National General) when clients enroll in policies. Services are provided free to customers as the commission is paid by the insurance company.

Pricing tiers

ModelBillingPrice
OtherOtherFree services to all customers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

The McCormick Agency product offering

Product offering

Core offering

The McCormick Agency is an independent insurance brokerage that helps individuals, families, and small businesses enroll in health insurance, Medicare, life insurance, and supplemental coverage products from multiple carriers. Services include needs assessment, plan comparison, and enrollment assistance provided at no cost to clients, with revenue derived from commissions paid by insurance carriers (Blue Cross Blue Shield, Humana, Aetna, United Healthcare, National General). The agency is licensed in 35+ U.S. states and operates as part of the Healthcare Solutions Team network.

Product overview

The McCormick Agency is an insurance brokerage firm and a member of the Healthcare Solutions Team, offering a comprehensive portfolio of insurance products for individuals, families, and small businesses. The core offering centers on major medical health insurance, including Marketplace enrollments, small group plans, and Medicare coverage options. Their product lineup spans health insurance (with short-term, travel, cancer, accident, fixed benefit, and dental/vision plans), Medicare products (Advantage PPOs/HMOs, Supplements F/G/N/K, Part D prescription plans, and ancillary long-term care), and life insurance (term, whole, simplified issue, and universal). They also offer supplemental products including Health Savings Accounts, critical illness insurance, and prescription discount cards. The agency represents major carriers including Blue Cross Blue Shield, Humana, Aetna, United Healthcare, and National General, and their services are provided at no cost to clients.

Differentiator

Problem solved

Functional benefit

Products and services

  • Health Insurance

Quantifiable outcome

  • Achieved HealthCare.gov Elite Circle of Champions status with 100+ plan selections
  • +1 more outcomes

Companies that use The McCormick Agency

Customer profile

Named customers3 records

Segments2 records

Ideal customer profiles3 records

The McCormick Agency technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

The McCormick Agency partnerships and signals

Strategic signal

Partnerships

Six partnerships are on record, tiered core.

  • Healthcare Solutions TeamcoreChannel Partner/ Reseller/ DistributorThe McCormick Agency is a proud member of Healthcare Solutions Team. This affiliation provides warm insurance leads, advancement opportunities, industry leading CRM, and opportunities for partnership. The network enables agents to work with multiple carriers and access broader market reach.
  • Blue Cross Blue ShieldcoreChannel Partner/ Reseller/ DistributorOne of the top insurance carriers represented by The McCormick Agency for health insurance products.
  • HumanacoreChannel Partner/ Reseller/ DistributorMajor insurance carrier represented, offering Medicare Advantage and other health plans.
  • AetnacoreChannel Partner/ Reseller/ DistributorTop insurance carrier in the network providing health and Medicare products.
  • United HealthcarecoreChannel Partner/ Reseller/ DistributorMajor insurance carrier represented offering comprehensive health coverage options.
  • National GeneralcoreChannel Partner/ Reseller/ DistributorInsurance carrier represented for health and Medicare products.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

The McCormick Agency competitors and assessment

Company assessment

Emerging players

  • HealthCare.com: Online comparison platform for individual, family, Medicare, and short-term health insurance. Comparable to the digital portion of McCormick's funnel and competing for the same intent-driven quote requests.
  • Benefy Technologies: Digital ACA Marketplace broker focused on subsidized individual coverage. Comparable because it competes in the same consumer-individual health insurance shopping funnel, particularly for ACA-eligible customers.
  • Chapter Advisors: Specialized Medicare broker focused on Medicare Supplement and Advantage plan selection with an advisor-led model. Comparable in the high-touch Medicare brokerage niche that is core to McCormick's senior segment.
  • W3LL People / QuoteWizard (insurtech): Lead-generation and comparison platform routing consumer insurance requests to agents. Comparable as a competing digital acquisition channel for health insurance shoppers.

Direct peers

  • Policygenius: Online insurance marketplace with strong presence in life, disability, and health coverage, including agent-assisted placement. Comparable in cross-selling life and supplemental health products via licensed agents.
  • SelectQuote: Multi-carrier insurance distributor operating senior, life, and auto verticals through agent-led and digital channels. Comparable because both earn carrier commissions on individual health and life policies via licensed agent consultation.
  • HealthMarkets: National insurance agency network connecting individuals, families, and small businesses with health, Medicare, and supplemental carriers. Directly comparable multi-carrier, multi-state agency model.
  • eHealth: One of the largest U.S. online health insurance brokerages, offering individual, family, Medicare, and small business plans across all 50 states. Directly comparable because both serve consumers shopping for individual/Medicare coverage via a digital quote-and-consult model with licensed agents.
  • GoHealth: Public Medicare-focused health insurance broker with a technology-driven enrollment platform. Directly comparable in the Medicare Advantage and Supplement distribution motion that is a major part of McCormick's product mix.

Others

  • Healthcare Solutions Team: The national insurance agency network of which The McCormick Agency is a member. Comparable as the parent network providing leads, CRM, and carrier access — the operating backbone behind McCormick's distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

The McCormick Agency social profiles

Digital presence

The McCormick Agency compliance and trust

Trust signal

Compliance2 records

The McCormick Agency financial estimates

Financial estimate

Revenue estimate

Valuation estimate

The McCormick Agency leadership team

Management profile

Number of profiles

Profiles2 records

The McCormick Agency funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

The McCormick Agency M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The McCormick Agency

What does The McCormick Agency do?

The McCormick Agency is an independent insurance brokerage that helps individuals, families, and small businesses enroll in health insurance, Medicare, life insurance, and supplemental coverage products from multiple carriers. Services include needs assessment, plan comparison, and enrollment assistance provided at no cost to clients, with revenue derived from commissions paid by insurance carriers (Blue Cross Blue Shield, Humana, Aetna, United Healthcare, National General). The agency is licensed in 35+ U.S. states and operates as part of the Healthcare Solutions Team network.

Is The McCormick Agency a public or private company?

The McCormick Agency is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was The McCormick Agency founded?

The McCormick Agency was founded in 2016. It employs 1 to 10 people.

Where is The McCormick Agency based?

The McCormick Agency is headquartered in Chicago, United States, in the North America region.

How does The McCormick Agency make money?

One revenue line is on record: insurance Agent Commissions.

Who are The McCormick Agency's main competitors?

Emerging players on record are HealthCare.com, Benefy Technologies, Chapter Advisors and W3LL People / QuoteWizard (insurtech). Direct peers are Policygenius, SelectQuote, HealthMarkets, eHealth and GoHealth. Healthcare Solutions Team is listed as an others.

Does The McCormick Agency have an API?

No public API is recorded for The McCormick Agency.

What industry is The McCormick Agency in?

The McCormick Agency'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 52421 and its SIC code is 6411.

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