Evolve Insurance Group, LLC.
Evolve Insurance Group is an independent Medicare insurance brokerage founded in 2019 in Altoona, PA, advising individual beneficiaries in PA, MD, FL, and OH on Medicare Advantage, Supplement, and Part D plans across 20+ contracted carriers on a no-fee, commission-based model.
- Company typePrivate
- Founded2019
- HeadquartersAltoona, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Evolve Insurance Group, LLC. does
Evolve Insurance Group, LLC. is an independent Medicare insurance brokerage founded in 2019 and headquartered in Altoona, Pennsylvania. The firm is contracted with 20+ insurance carriers and sells Medicare Part A/B, Part D Prescription Drug Plans, Medicare Supplement (Medigap) insurance, and Medicare Advantage (Part C) plans to individual beneficiaries across Pennsylvania, Maryland, Florida, and Ohio. The company operates under a commission-based revenue model, earning compensation from carriers for policies placed and charging no fee or premium uplift to clients. Customer acquisition is driven by personalized consultations scheduled through Calendly, phone-based advisory calls, downloadable client intake and Scope of Appointment forms, and educational content including a Turning 65 Checklist guide.
The business is built on a traditional independent-agency distribution model rather than proprietary technology or financial products. Its core operations consist of a five-person team led by co-founder Jocelyn Wolf alongside licensed sales agents Chris Bertani and Michael Montecalvo, supported by an executive assistant. The team relies on a Squarespace-hosted website, online scheduling, standard CRM-adjacent intake forms, SMS/text messaging for client communication, and earned media placements in outlets such as Pittsburgh Post-Gazette and WTAJ to source and convert leads. The firm emphasizes unbiased carrier comparison, local Central Pennsylvania roots, and ongoing annual plan reviews as its value proposition to Medicare-eligible consumers.
Evolve Insurance Group is privately held, has not raised institutional funding, and has no disclosed M&A, partnership, or restructuring activity beyond a minor strategic relationship with Babb, Inc. Geographic expansion from Pennsylvania into Maryland, Florida, and Ohio has been the primary growth vector since founding, paired with incremental hiring of AHIP-certified licensed producers. The firm is subject to CMS Medicare marketing rules and state insurance regulation, operating in a commoditized broker market where competitive differentiation rests on local trust, multi-carrier access, and advisory service quality rather than technology or scale.
Evolve Insurance Group, LLC. firmographics
Firmographics- Name
- Evolve Insurance Group, LLC.
- Legal name
- Evolve Insurance Group, LLC.
- Website
- https://evolveinsurancegrp.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Evolve Insurance Group is an independent Medicare insurance brokerage founded in 2019 in Altoona, PA, advising individual beneficiaries in PA, MD, FL, and OH on Medicare Advantage, Supplement, and Part D plans across 20+ contracted carriers on a no-fee, commission-based model.
- Ownership category
- akta.pro rank
Evolve Insurance Group, LLC. industry classification
Industry- Product category
- Medicare Insurance Brokerage
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411), Accident & Health Insurance (6321)
- akta.pro primary industry
- MA-PD Plans (Medicare Advantage with Prescription Drug Coverage) (FSAIAGAG)
- akta.pro secondary industry
- Medicare Supplement (Medigap) (FSAIAEAG)
Keywords
Where Evolve Insurance Group, LLC. is headquartered
LocationHeadquarters
- HQ city
- Altoona
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Evolve Insurance Group, LLC. business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Insurance Commission Revenue: As an independent insurance agency contracted with multiple insurance carriers (20+ organizations), Evolve Insurance Group earns commissions from carriers for policies placed. There is no fee or increased premium charged to clients for working with the agency.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | No-cost consultation services for Medicare beneficiaries |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Evolve Insurance Group, LLC. product offering
Product offeringCore offering
Evolve Insurance Group is an independent Medicare insurance brokerage that provides free, personalized consultation and enrollment assistance to Medicare-eligible individuals. The firm is contracted with 20+ insurance carriers to offer Medicare Advantage (Part C), Medicare Supplement (Medigap), Medicare Part D prescription drug plans, and Original Medicare guidance across PA, MD, FL, and OH markets. Clients pay no fee or premium increase for the agency's services; Evolve is compensated through carrier commissions on policies placed.
Product overview
Evolve Insurance Group is an independent Medicare insurance brokerage offering a comprehensive suite of insurance products and advisory services. Their core offerings include Medicare Part A (Hospital Insurance), Medicare Part B (Medical Insurance), Medicare Part D Prescription Drug Plans, Medicare Supplement Insurance (Medigap), and Medicare Advantage Plans (Part C). As an independent agency contracted with 20+ insurance carriers, they provide unbiased guidance to help clients find plans tailored to their budget and healthcare needs. The company also provides free educational resources including a Turning 65 Checklist guide, Client Intake Forms, and Scope of Appointment Forms to facilitate the consultation process.
Differentiator
Problem solved
Functional benefit
Products and services
- Medicare Advantage Plans (Part C)
Companies that use Evolve Insurance Group, LLC.
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
Evolve Insurance Group, LLC. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Evolve Insurance Group, LLC. partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Babb, Inc.minorStrategic partnership with Babb, Inc. referenced on the company About page. Details of the partnership scope and nature are limited.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Evolve Insurance Group, LLC. competitors and assessment
Company assessmentDirect peers
- HealthMarkets: Independent insurance agency with a national agent network distributing Medicare, individual health, and life insurance products via carrier commissions. Closer to Evolve's structure than eHealth/GoHealth because it operates through independent licensed agents, not as a centralized call center.
Emerging players
- Benefytt Technologies (HealthInsurance.com): Direct-to-consumer distributor of Medicare, individual, and family health insurance with a technology-enabled lead-to-enrollment platform. Comparable to Evolve in selling Medicare via carrier commissions, but competing via online search and call-center conversion rather than local trust-driven advisory.
- QuoteWizard (LendingTree-owned): Online insurance comparison marketplace, including Medicare. Operates by routing consumer leads to carrier/agent partners for commission; comparable to Evolve in the carrier-commission economics but competes for the same intent-driven search traffic.
Others
- Medicare.gov / SHIP counselor network: Government-funded State Health Insurance Assistance Program (SHIP) provides free, unbiased Medicare counseling — the same underlying 'no-cost, unbiased local advisor' positioning Evolve uses. Not a competitor for commissions, but a structural alternative that some beneficiaries use instead of any private broker, including Evolve.
- Humana Inc. Largest Medicare Advantage carrier, and also operates captive agent channels and pays third-party broker commissions. As one of the 20+ carriers Evolve is appointed with, Humana is a key commercial counterparty — its commission schedule and policy decisions directly drive Evolve's revenue trajectory.
Broad incumbents
- GoHealth, Inc. Public Medicare-focused brokerage that matches beneficiaries with Medicare Advantage, Supplement, and Part D plans via carrier commissions. Directly analogous revenue model and product set to Evolve, differing only in scale (large call-center operation) and technology depth.
- SelectQuote: Public, multi-channel insurance distributor with a large Medicare-focused vertical. Comparable because it sells Medicare Advantage and Supplement plans through licensed agents across many states, monetizing carrier commissions just like Evolve — only at vastly larger scale and with a paid-media and tele-sales engine rather than a local-consultation model.
- eHealth, Inc. Online Medicare marketplace and broker that compares plans across carriers and earns commissions. Comparable to Evolve's independent agency model (multi-carrier, no-cost to consumer), but distributed through a digital/web experience rather than 1:1 local consultation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Evolve Insurance Group, LLC. social profiles
Digital presenceEvolve Insurance Group, LLC. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Evolve Insurance Group, LLC. leadership team
Management profileNumber of profiles
Profiles4 records
Evolve Insurance Group, LLC. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Evolve Insurance Group, LLC. 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 Evolve Insurance Group, LLC.
What does Evolve Insurance Group, LLC. do?
Evolve Insurance Group is an independent Medicare insurance brokerage that provides free, personalized consultation and enrollment assistance to Medicare-eligible individuals. The firm is contracted with 20+ insurance carriers to offer Medicare Advantage (Part C), Medicare Supplement (Medigap), Medicare Part D prescription drug plans, and Original Medicare guidance across PA, MD, FL, and OH markets. Clients pay no fee or premium increase for the agency's services; Evolve is compensated through carrier commissions on policies placed.
Is Evolve Insurance Group, LLC. a public or private company?
Evolve Insurance Group, LLC. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Evolve Insurance Group, LLC. founded?
Evolve Insurance Group, LLC. was founded in 2019. It employs 1 to 10 people.
Where is Evolve Insurance Group, LLC. based?
Evolve Insurance Group, LLC. is headquartered in Altoona, United States, in the North America region.
How does Evolve Insurance Group, LLC. make money?
One revenue line is on record: insurance Commission Revenue.
Who are Evolve Insurance Group, LLC.'s main competitors?
HealthMarkets is listed as a direct peer. Emerging players are Benefytt Technologies (HealthInsurance.com) and QuoteWizard (LendingTree-owned). Others are Medicare.gov / SHIP counselor network and Humana Inc.. Broad incumbents are GoHealth, Inc., SelectQuote and eHealth, Inc..
Does Evolve Insurance Group, LLC. have an API?
No public API is recorded for Evolve Insurance Group, LLC..
What industry is Evolve Insurance Group, LLC. in?
Evolve Insurance Group, LLC.'s product category is Medicare Insurance Brokerage. Its primary akta.pro industry code is FSAIAGAG, MA-PD Plans (Medicare Advantage with Prescription Drug Coverage), with a secondary code of FSAIAEAG, Medicare Supplement (Medigap). Its NAICS code is 5242 and its SIC code is 6411.