Local Insurance Advisors

What Local Insurance Advisors does

Local Insurance Advisors (LIA) is a regional health insurance advisory firm founded in 2017 and headquartered in Oklahoma City, Oklahoma. The firm specializes in Medicare and individual health insurance products, providing personalized advisory services that help individual consumers navigate complex coverage decisions. LIA operates as a relationship-driven practice rather than a technology platform, with no proprietary products, software, or AI capabilities documented in the available sources.

LIA's go-to-market is direct advisory distribution to individuals across Oklahoma and the broader Midwest region. The firm employs between 251 and 500 people, consistent with a sizable field-based advisory and support organization. As a health insurance advisory, revenue is generated through commissions paid by insurance carriers on policies sold and serviced, with no publicly disclosed pricing or direct consumer fees. The firm's primary customer segment is individual consumers — particularly Medicare-eligible individuals and families seeking health insurance — and its stated value proposition is simplifying decisions through personalized service and product expertise rather than technology differentiation.

On December 19, 2025, LIA was acquired by Warner Pacific as a strategic expansion of Warner Pacific's Medicare and individual health insurance distribution capabilities in the Midwest. As part of the transaction, LIA co-owners Tom Mays and Travis Branch joined Warner Pacific as Regional Vice Presidents to lead growth efforts across the Midwest and beyond. Following the acquisition, LIA no longer operates as an independent entity and is consolidated under Warner Pacific.

Name

Local Insurance Advisors

Legal name

Local Insurance Advisors

Website

https://localinsuranceadvisor.com/

Company type

Private

Founded year

2017

Operating status

Acquired

Headcount range

251–500 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Oklahoma City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Insurance Advisory Services: Revenue generated from providing Medicare and health insurance advisory services to individuals. As an advisory firm, revenue is likely earned through commissions from insurance carriers for policies sold and serviced.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Local Insurance Advisors is an Oklahoma-headquartered advisory firm that provides personalized Medicare and individual health insurance guidance to consumers. The firm simplifies complex health insurance decisions by matching individuals with suitable plans from carriers, and operates across the Midwest region. The company was acquired by Warner Pacific on December 19, 2025, with its co-owners transitioning to Regional Vice President roles to expand distribution.

Differentiator

Problem solved

Functional benefit

Products and services

• Medicare Advisory Services
• Individual Health Insurance Advisory

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Warner PacificcoreStrategic or Co-development Partner · 19 December 2025Warner Pacific completed the acquisition of Local Insurance Advisors. The deal strengthens Warner Pacific's geographic footprint in the Midwest and expands its Medicare and individual health insurance distribution capabilities. LIA co-owners Tom Mays and Travis Branch will join Warner Pacific as Regional Vice Presidents to lead growth efforts across the Midwest and beyond.

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• HealthMarkets: National health insurance brokerage matching individuals and families with carriers across multiple states. Direct peer to LIA because it operates in the same individual health and Medicare advisory category using a similar carrier-commission revenue model and field/remote agent distribution.
• GoHealth: Public Medicare-focused insurance marketplace and brokerage. Comparable to LIA in that it sells Medicare and individual health policies through licensed agents, earns carrier commissions, and competes for the same senior consumer demographic.
• SelectQuote: Direct-to-consumer insurance distributor with a strong Medicare focus. Direct peer because it sells Medicare Advantage, Medicare Supplement, and individual health products via commissioned agents and competes head-to-head for the same end customer.
• eHealth: Online health insurance marketplace and brokerage offering Medicare and individual/family plans. Comparable to LIA in the same Medicare and individual health insurance vertical, with agent-assisted and digital channels and carrier-commission economics.
• SmartFinancial: Online insurance comparison platform distributing health, Medicare, and life products via a network of agents. Direct peer in that it competes for the same individual consumer seeking Medicare and health coverage and is compensated on a carrier commission basis.
• QuoteWizard: Insurance comparison marketplace distributing multiple lines including health, connecting consumers with carriers and agents. Comparable to LIA as a consumer-facing health insurance distribution intermediary with comparable carrier-commission revenue mechanics.
• Medicare.com: Medicare-focused consumer lead generation and brokerage site that connects seniors with Medicare plans via licensed agents. Direct peer in LIA's Medicare advisory category with similar commission-based economics and target customer.
• Benefytt Technologies (now Persona): Health insurance distributor offering Medicare, ACA, and individual health products via online and agent channels. Direct peer because it operates in the same individual and Medicare health advisory space using commissioned agent distribution.

Broad incumbents

• Warner Pacific: National insurance distribution, benefits, and advisory firm, now LIA's parent. Comparable as a broader incumbent operating across multiple insurance and benefits lines with overlapping Medicare and individual health distribution capabilities across the Midwest.

Regional players

• Senior Healthcare Advisors: Regional Medicare advisory firm focused on senior consumers. Comparable to LIA as a similarly positioned regional Medicare advisory competing for the same senior demographic with personalized advisory service.

Market position

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Local Insurance Advisors