Agility Innovation Partners

What Agility Innovation Partners does

Agility Innovation Partners (AgilityIP) is a private, Denver-based healthcare innovation accelerator that connects healthcare startups and innovative vendors to a national distribution network of brokers, consultants, and benefit advisors serving self-funded employers. Founded in 2017 by Drew Kallestad (originally as Agility Direct Care Solutions) and rebranded in May 2020, the firm operates a three-pillar service platform: (1) Pharmacy Benefit Optimization (PBO) and the trademarked PBM Biopsy, an independent pharmacy benefit consulting service that audits PBM contracts for conflicts and inefficiencies; (2) the Data Analytics Coalition (DAC), a subscription-based analytics offering powered by Innovu that aggregates buying power across member advisor firms and assigns dedicated analysts; and (3) Direct Pay Strategies, which connects employers to pre-negotiated Direct Primary Care and direct pay healthcare bundles.

The company represents a portfolio of healthcare innovation partners, including Nice Healthcare (in-home and virtual primary care at $36/employee/month), DiRx (manufacturer-direct generic mail-order pharmacy), FITT Finder (fitness discovery API), Clever RX (prescription price transparency), and Innovu (the data platform behind DAC). Its core technology is not a single proprietary product but a curated distribution and advisory platform, with proprietary methodology embedded in the PBM Biopsy and PBO consulting frameworks.

Agility generates revenue through three streams: recurring subscription and partnership fees from representing innovation partners, transaction-based commissions from its broker distribution network, and subscription fees for DAC membership. Pricing is quote-based with multi-year B2B contracts. The go-to-market is primarily channel-led (broker/consultant network) supplemented by direct executive-led sales to self-insured employers, with active marketing through content, SEO, and industry awards. The company is founder-owned, has no disclosed external funding, and operates as Agility Innovation Partners LLC in Colorado.

Name

Agility Innovation Partners

Legal name

Agility Innovation Partners LLC

Website

https://agilityinnovationpartners.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Agility Innovation Partners is a Denver-based healthcare innovation accelerator that connects healthcare startups to a national broker and benefits advisor network, offering pharmacy benefit consulting, data analytics, and direct pay strategies to self-insured employers and benefit advisors.

Ownership category

akta.pro rank

Product category

Healthcare Benefits Consulting

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Health and Welfare Funds (52512), Software Publishers (5132)

SIC

Services-Management Consulting Services (8742), Services-Prepackaged Software (7372)

akta.pro primary industry

Pharmacy Benefit Analytics, Reporting & Employer Consulting (HLAEAKAK)

akta.pro secondary industries

PBM Technology Platforms (ePA/eRx/Real-Time Benefit Tools) (HLAEAKAL), Group Pharmacy Benefit (Rx) Coverage & PBM-Integrated Plans (FSAIAFAN)

Keywords

• Healthcare innovation accelerator
• Pharmacy benefit consulting
• Health data analytics
• Direct primary care
• Benefit advisor services

Headquarters

HQ city

Parker

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Innovation Partner Representation: AgilityIP represents and accelerates healthcare innovations in the marketplace, connecting innovation partners to distribution networks and earning revenue through partnership arrangements.
2. Distribution Partner Revenue: Revenue generated from broker distribution networks and sales commissions for bringing partner healthcare innovations to employers and benefit advisors nationwide.
3. Data Analytics Coalition: Subscription-based data analytics services for benefit advisors and self-funded health plan clients, leveraging collective buying power to reduce costs.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

Agility Innovation Partners is a healthcare innovation accelerator that connects healthcare startups to a national distribution network of brokers, consultants, and benefit advisors serving self-funded employer health plans. The company delivers three integrated service lines — the Data Analytics Coalition (DAC) for health plan data analytics, Pharmacy Benefit Optimization (PBO) including the PBM Biopsy™ for independent PBM contract review, and Direct Pay Strategies providing access to pre-negotiated Direct Primary Care and direct-pay bundles. These services target self-insured employers and benefit advisors seeking to reduce health plan costs by 25-50% and pharmacy spend by up to 40%.

Product overview

Agility Innovation Partners is a healthcare innovation accelerator that operates as a unified platform with three core service offerings: Data Analytics Coalition (DAC), Pharmacy Benefit Optimization (PBO), and Direct Pay Strategies. The DAC provides health data analytics powered by the Innovu platform, enabling benefit advisors and self-funded employers to identify cost savings. PBO offers independent pharmacy benefit consulting to guide clients toward transparent PBM contracts. Direct Pay Strategies connects employers with national direct primary care and direct pay healthcare bundles. In addition to these core offerings, Agility represents a portfolio of healthcare innovation partners including FITT Finder (fitness discovery API), Nice Healthcare (in-home/virtual primary care), DiRx (online pharmacy), and Clever RX (prescription price transparency), extending the platform's reach across healthcare technology, pharmacy, and wellness sectors.

Differentiator

Problem solved

Functional benefit

Brands

• Data Analytics Coalition (DAC): A solution for Employee Benefit Advisors and their self-funded health-plan clients that removes cost and waste from health spend, leveraging the buying power of the Agility network.
• Pharmacy Benefit Optimizer PBO™
• PBM Biopsy™
• Direct Pay Strategies

Products and services

• Data Analytics Coalition (DAC) A health data analytics solution for Employee Benefit Advisors and self-funded employer health-plan clients that removes cost and waste from health spend. The DAC leverages aggregate network buying power to reduce data analytics costs and provides each member firm with a dedicated analyst to mine data and uncover cost-saving opportunities, including fiduciary-level benchmarking and emerging hospital pricing transparency.
• Pharmacy Benefit Optimization (PBO) An independent, unconflicted Pharmacy Benefit Consultant service for benefit advisors and employers seeking ethical, transparent PBM contracts. The PBO includes PBM Discovery, PBM Biopsy/RFP analysis, and PBM Transition services to help clients reduce pharmacy spend by up to 40% annually while removing PBM conflicts of interest.
• Direct Pay Strategies National, scalable direct-pay healthcare solutions that connect employers with pre-negotiated Direct Pay and Direct Primary Care bundles across the country. Includes unit-cost discovery meetings and opportunity analysis designed to reduce employer health plan costs by 20-50% without compromising care.

Quantifiable outcome

• 25-50% cost reduction on health plans without compromising care
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• InnovucoreTechnology or Integration · 22 July 2022Innovu serves as the data platform behind Agility's Data Analytics Coalition (DAC). The partnership provides fiduciary-level benchmarking, emerging hospital pricing transparency, and CAA-mandated fiduciary tools. Innovu's platform addresses the convergence of data analytics capabilities needed for health plan fiduciaries.
• Nice HealthcarecoreStrategic or Co-development Partner · 13 October 2020AgilityIP serves as Nice Healthcare's national expansion partner, building out their broker distribution network in western states. Nice Healthcare offers in-home and virtual primary care services at $36/employee/month with dependents free. The partnership aims to expand Nice's services to employers seeking to improve workforce health while removing healthcare costs.
• FITT FindercoreStrategic or Co-development Partner · 13 October 2020AgilityIP serves as FITT Finder's incubator and go-to-market partner. FITT Finder is the world's first fitness discovery engine providing real-time aggregation of fitness activities and services. The partnership delivers FITT Finder API technology to population health leaders nationwide in corporate wellness, health benefits, and insurance sectors.
• DiRxcoreStrategic or Co-development Partner · 13 October 2020AgilityIP is an authorized B2B expansion partner for DiRx, accelerating growth within the benefits advisor community. DiRx offers manufacturer-level pricing on FDA-approved generic medications with direct-to-patient mail-order delivery, eliminating PBM fees and cost layers.
• Vitality GroupminorGTM or Marketing Partner · 13 October 2020Partnership connection through FITT Finder. Vitality Group partnered with FITT Finder to include their fitness discovery engine in Vitality's Gateway Flex platform, offering flexible wellness benefits to employees.
• Clever RXminorStrategic or Co-development Partner · 13 October 2020Clever RX is a prescription price transparency card and mobile app offering up to 80% savings on prescriptions. AgilityIP partnered to bring Clever RX to brokers and consultants with compensation arrangements, as an alternative to Good RX.

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Navitus Health Solutions: Navitus is a transparent, pass-through PBM that eliminates spread pricing and rebates, contracting with employers, health plans, and benefit advisors. Like AgilityIP, it serves self-funded employers with unconflicted PBM economics and is frequently co-distributed through advisor channels.
• Pareto Intelligence: Pareto Intelligence provides healthcare data analytics, payment integrity, and risk-adjustment services to health plans, employers, and benefit advisors. Its analytics-as-a-service model and employer-focused value proposition overlap directly with AgilityIP's DAC offering.
• RxBenefits: RxBenefits is a pharmacy benefit administrator that provides independent PBM oversight, contract negotiation, and clinical management for self-funded employers and benefit advisors. It is one of the most direct competitors to AgilityIP's PBM Biopsy and PBO offerings, operating in the same advisor-channel GTM.
• Capital Rx: Capital Rx is a technology-driven PBM that operates a transparent, conflict-free claims processing platform (JUDI) and partners with benefit advisors and consultants to serve self-funded employers. Its advisory-aligned PBM model closely parallels AgilityIP's independent PBM positioning and benefit-advisor distribution approach.
• Artemis Health (now part of Nomi Health): Artemis Health provides a self-funded employer analytics platform that benchmarks claims, identifies cost drivers, and recommends actions for benefit advisors and HR teams. It is the closest direct competitor to AgilityIP's Data Analytics Coalition in serving benefit advisors with health-plan data insights.

Broad incumbents

• OneDigital: OneDigital is a major U.S. employee benefits consulting and brokerage firm serving mid-market and large self-funded employers with benefits advisory, PBM consulting, and analytics. It competes with AgilityIP for the same self-funded employer and broker-advisor relationships, particularly in expanding western markets.
• Mercer: Mercer is a global consulting firm with a large health and benefits practice advising large employers on PBM strategy, plan design, and provider contracting. While much broader than AgilityIP, Mercer competes for the same self-funded employer and advisor mandates and offers PBM advisory services at scale.

Emerging players

• Truveris: Truveris provides PBM contract analytics, bidding, and ongoing audit technology to employers, plans, and government programs. Its technology-enabled PBM oversight approach directly parallels the PBM Biopsy methodology and targets the same self-funded employer and advisor buyer.
• Picwell: Picwell is a benefits decision-support and analytics platform used by health plans, employers, and benefit advisors to recommend coverage choices and optimize plan design. It competes with AgilityIP's DAC for analytics-driven engagement of benefit advisors and self-funded employers.
• HealthJoy: HealthJoy is a benefits navigation and virtual care platform sold through benefit brokers and consultants to self-funded employers. It overlaps with AgilityIP's innovation accelerator model in bringing advisor-distributed point solutions to employer clients and competes for the same broker relationships.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/agility-innovation-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

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 Agility Innovation Partners