The McCormick Agency
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.
- Company typePrivate
- Founded2016
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
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
Where The McCormick Agency is headquartered
LocationHeadquarters
- 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
- 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
| Model | Billing | Price |
|---|---|---|
| Other | Other | Free services to all customers |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
The McCormick Agency product offering
Product offeringCore 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 profileNamed customers3 records
Segments2 records
Ideal customer profiles3 records
The McCormick Agency technology and API
TechnologyTechnology 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 signalPartnerships
Six partnerships are on record, tiered core.
- Healthcare Solutions TeamcoreThe 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 ShieldcoreOne of the top insurance carriers represented by The McCormick Agency for health insurance products.
- HumanacoreMajor insurance carrier represented, offering Medicare Advantage and other health plans.
- AetnacoreTop insurance carrier in the network providing health and Medicare products.
- United HealthcarecoreMajor insurance carrier represented offering comprehensive health coverage options.
- National GeneralcoreInsurance carrier represented for health and Medicare products.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
The McCormick Agency competitors and assessment
Company assessmentEmerging 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 presenceThe McCormick Agency compliance and trust
Trust signalCompliance2 records
The McCormick Agency financial estimates
Financial estimateRevenue estimate
Valuation estimate
The McCormick Agency leadership team
Management profileNumber of profiles
Profiles2 records
The McCormick Agency funding detail
Funding detailFunding 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 investmentM&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.