Whitaker Insurance Group
Whitaker Insurance Group is a privately held Medicare insurance agency that provides licensed advisory and enrollment services across six U.S. states for Medicare beneficiaries, including veterans and dually eligible individuals, earning revenue through carrier commissions.
- Company typePrivate
- Founded2022
- Headquarters—
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Whitaker Insurance Group does
Whitaker Insurance Group is a privately held, bootstrapped Medicare-focused insurance agency operating as an LLC in the United States. The firm provides personalized consultation, education, and enrollment assistance to Medicare-eligible individuals — primarily those aged 65 and older — across six states: Mississippi, Tennessee, Louisiana, Arkansas, Missouri, and Kentucky. Services span Original Medicare (Parts A and B), Medicare Advantage (Part C), Medicare Part D prescription drug coverage, Medicare Supplement (Medigap) plans, and specialized advisory for dually eligible Medicare-Medicaid beneficiaries and veterans with TRICARE For Life, CHAMPVA, and VA benefits. The company also offers guidance on Medicare Savings Programs and the Extra Help Low-Income Subsidy.
The business operates on a commission-based revenue model, earning compensation from carriers on the Medicare Advantage, Medicare Supplement, and Part D plans it sells. Go-to-market is sales-led and relationship-driven: prospective clients initiate contact through the website (medplan4u.com), dedicated phone lines (toll-free 888-612-2347 plus local lines per state), or email, after which they schedule a consultation with one of a small number of licensed agents such as Rosie Abrams or Lyndsie Moore. The firm has 7 employees and is founder-owned by the Whitaker family, with no external institutional funding, no parent company, and no disclosed technology platform beyond a content website and the third-party AgencyBloc scheduling system. Founded in 2022, the company emphasizes simplified explanations, licensed-and-certified expertise, and 20+ years of combined agent experience as its principal differentiators.
Whitaker Insurance Group firmographics
Firmographics- Name
- Whitaker Insurance Group
- Legal name
- Whitaker Insurance Group
- Website
- https://medplan4u.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Whitaker Insurance Group is a privately held Medicare insurance agency that provides licensed advisory and enrollment services across six U.S. states for Medicare beneficiaries, including veterans and dually eligible individuals, earning revenue through carrier commissions.
- Ownership category
- akta.pro rank
Whitaker Insurance Group industry classification
Industry- Product category
- Medicare Insurance Services
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411), Accident & Health Insurance (6321)
- akta.pro primary industry
- Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)
- akta.pro secondary industries
- Medicare Plan Administration & Third-Party Services (TPA/BPO, Enrollment, Billing) (FSAIAGAI), Medicare Supplement (Medigap) (FSAIAEAG)
Keywords
Whitaker Insurance Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Others
Revenue model
- Insurance Commissions: Whitaker Insurance Group generates revenue through commissions on insurance plans sold to clients, including Medicare Advantage, Medicare Supplement, and Medicare Part D plans. The company is a licensed insurance agency that helps clients evaluate and select appropriate Medicare coverage options.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Whitaker Insurance Group product offering
Product offeringCore offering
Whitaker Insurance Group is a licensed insurance agency that educates and guides individuals on Medicare healthcare choices, helping clients evaluate and enroll in Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D plans. The agency also coordinates benefits for veterans (TRICARE For Life, CHAMPVA, VA) and dually eligible Medicare/Medicaid beneficiaries across Mississippi, Tennessee, Louisiana, Arkansas, Missouri, and Kentucky.
Product overview
Whitaker Insurance Group is a Medicare-focused insurance agency offering personalized guidance and education services for Medicare beneficiaries. The company provides consultation on the full spectrum of Medicare products including Original Medicare (Parts A & B), Medicare Advantage (Part C), Prescription Drug Coverage (Part D), and Medicare Supplement (Medigap) plans. Additional specialized services include assistance for veterans with TRICARE For Life, CHAMPVA, and VA benefits coordination, as well as support for dually eligible individuals who have both Medicare and Medicaid. The firm operates across Mississippi, Tennessee, Louisiana, Arkansas, Missouri, and Kentucky, with over 20 years of combined experience in the insurance industry.
Differentiator
Problem solved
Functional benefit
Products and services
- Medicare Education and Enrollment Guidance Personalized Medicare education and enrollment advisory service provided by licensed and certified agents, helping clients evaluate Original Medicare, Medicare Advantage, Medicare Supplement, and Part D options and make informed coverage decisions. Targeted at Medicare-eligible individuals across Mississippi, Tennessee, Louisiana, Arkansas, Missouri, and Kentucky.
- Medicare Part A and Part B (Original Medicare) Education Educational guidance on Original Medicare Parts A (Hospital Insurance) and B (Medical Insurance), covering inpatient care, skilled nursing, hospice, doctors' services, outpatient care, and related premiums. For Medicare-eligible individuals seeking foundational coverage understanding.
- Medicare Part C (Medicare Advantage) Guidance Advisory and enrollment assistance for Medicare Advantage plans from private insurers that bundle Parts A, B, and usually Part D, often with extra vision, hearing, and dental benefits. For individuals seeking an alternative to Original Medicare.
- Medicare Part D (Prescription Drug Coverage) Guidance Guidance on Medicare-approved prescription drug plans covering Part D costs. For Medicare beneficiaries seeking standalone drug coverage or drug coverage bundled with Medicare Advantage.
- Medicare Supplement (Medigap) Guidance Advisory and enrollment assistance for Medicare Supplement/Medigap policies from private insurers that work with Original Medicare to cover copays, coinsurance, and deductibles. For beneficiaries seeking to reduce out-of-pocket Original Medicare costs.
- Medicare Savings Programs (MSPs) and Extra Help Assistance Guidance on state-administered Medicare Savings Programs that help low-income beneficiaries with Part A and Part B expenses, plus the Extra Help Low-Income Subsidy program for Part D premium, deductible, and copayment assistance. For dually eligible Medicare/Medicaid beneficiaries.
- Veterans Benefits Coordination (TRICARE For Life, CHAMPVA, VA) Guidance for veterans, their spouses, and dependents on how Medicare coordinates with TRICARE For Life (Medicare-wraparound coverage), CHAMPVA (health benefits for dependents of permanently disabled veterans), and VA benefits. For veterans and military families navigating multi-program coverage.
- Appointment Scheduling Service Direct appointment booking service that lets prospective clients schedule phone consultations with licensed agents like Rosie Abrams to discuss Medicare and health insurance options. Powered by the AgencyBloc platform. For individuals ready to receive personalized Medicare guidance.
Companies that use Whitaker Insurance Group
Customer profileSegments5 records
Ideal customer profiles4 records
Whitaker Insurance Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Whitaker Insurance Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Whitaker Insurance Group competitors and assessment
Company assessmentBroad incumbents
- Humana: Humana is the largest Medicare Advantage carrier in the US with a substantial captive and independent agent distribution network. As a Medicare Advantage carrier and distributor, Humana is both a partner and adjacent competitor to Whitaker's broker-led Medicare Advantage placement.
- Bankers Life: Bankers Life is a national insurance distribution company with deep focus on Medicare and supplemental health products for seniors, primarily through career/captive agents. Highly comparable customer base and product mix to Whitaker.
Direct peers
- Chapter: Chapter (formerly MedicareBob) is a Medicare-focused advisory and brokerage that emphasizes personalized guidance for seniors, including complex cases. It is highly comparable in value proposition to Whitaker's 'simplified explanations and personalized service' positioning.
- HealthPlanOne: HealthPlanOne is a licensed insurance agency that distributes Medicare Advantage, Supplement, and Part D plans through online and phone channels. Its agent-assisted enrollment model and customer base directly overlap with Whitaker's Medicare beneficiaries.
- eHealth: eHealth operates one of the largest online Medicare insurance marketplaces and brokerages in the US. Both eHealth and Whitaker earn commissions on Medicare Advantage, Supplement, and Part D plan enrollments, sharing the same customer segment and product set.
- GoHealth: GoHealth is a Medicare-focused insurance distribution platform that connects consumers with Medicare plans via telephone and digital channels with licensed agents. Whitaker's phone-first, licensed-agent sales motion maps to GoHealth's core operating model, though at much smaller scale.
- SelectQuote: SelectQuote is a large, publicly traded DTC distributor of Medicare insurance plans (Advantage, Supplement, Part D) operating across most US states. Whitaker Insurance Group runs a fundamentally similar agent-led distribution model but at radically smaller scale, making SelectQuote the closest direct comparable for business model and GTM.
- QuoteWizard: QuoteWizard (acquired by LendingTree) connects consumers with multiple insurance products, including Medicare plans, through a lead-generation and brokerage model. Operates on the same intermediary economics as Whitaker Insurance Group.
Emerging players
- MedicareFAQ: MedicareFAQ is a content-driven Medicare insurance agency that combines education with licensed-agent enrollment support, similar to Whitaker's content + phone-consult approach. Comparable in being educator-led rather than captive-carrier.
- Ensurem: Ensurem is a Florida-based Medicare insurance agency that distributes Medicare Advantage, Supplement, and Part D plans through licensed agents serving multiple states. Comparable scale and model to Whitaker Insurance Group.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Whitaker Insurance Group social profiles
Digital presenceWhitaker Insurance Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Whitaker Insurance Group leadership team
Management profileNumber of profiles
Profiles3 records
Whitaker Insurance Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Whitaker Insurance Group 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 Whitaker Insurance Group
What does Whitaker Insurance Group do?
Whitaker Insurance Group is a licensed insurance agency that educates and guides individuals on Medicare healthcare choices, helping clients evaluate and enroll in Medicare Advantage, Medicare Supplement (Medigap), and Medicare Part D plans. The agency also coordinates benefits for veterans (TRICARE For Life, CHAMPVA, VA) and dually eligible Medicare/Medicaid beneficiaries across Mississippi, Tennessee, Louisiana, Arkansas, Missouri, and Kentucky.
Is Whitaker Insurance Group a public or private company?
Whitaker Insurance Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Whitaker Insurance Group founded?
Whitaker Insurance Group was founded in 2022. It employs 1 to 10 people.
How does Whitaker Insurance Group make money?
One revenue line is on record: insurance Commissions.
Who are Whitaker Insurance Group's main competitors?
Broad incumbents on record are Humana and Bankers Life. Direct peers are Chapter, HealthPlanOne, eHealth, GoHealth, SelectQuote and QuoteWizard. Emerging players are MedicareFAQ and Ensurem.
Does Whitaker Insurance Group have an API?
No public API is recorded for Whitaker Insurance Group.
What industry is Whitaker Insurance Group in?
Whitaker Insurance Group's product category is Medicare Insurance Services. Its primary akta.pro industry code is FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs), with a secondary code of FSAIAGAI, Medicare Plan Administration & Third-Party Services (TPA/BPO, Enrollment, Billing). Its NAICS code is 5242 and its SIC code is 6411.