senior savings organization - referral partners - cpa's - tax professionals
Houston-based independent insurance agency helping Medicare-eligible seniors in the Houston metro compare and enroll in Medicare Advantage, Supplement, Part D, and supplemental insurance across nine carrier partners, supported by CPA and tax-professional referral channels.
- Company typePrivate
- Founded-
- HeadquartersHouston, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What senior savings organization - referral partners - cpa's - tax professionals does
Senior Savings Organization is an independent insurance agency headquartered in Houston, Texas, focused exclusively on Medicare and senior-market insurance products. Founded by Brooks Boyd, who brings more than 30 years of insurance industry experience, the firm is supported operationally by a small named team that includes Brigid Boyd. The agency's service offering centers on one-to-one advisory consultations delivered by phone, video (Zoom), and in-person appointment, targeting Medicare-eligible consumers in the Houston metropolitan area. Referral relationships with CPAs and tax professionals serve as an alternate demand source into the same customer base.
The agency's product breadth is built on appointments with nine national and regional carriers — Aetna, Blue Cross Blue Shield, Capitol Life, Cigna, Humana, Manhattan Life, Mutual of Omaha, Pan American, and UnitedHealthcare — yielding roughly 75 plan options spanning Medicare Advantage, Medicare Supplement (Medigap), Medicare Part D prescription drug coverage, and ancillary dental and vision products. The technology stack is described as standard off-the-shelf tooling: Zoom for virtual consultations, Calendly for scheduling, and a proprietary Rx Drug Lookup utility that supports Part D formulary-driven plan comparison. An online shop enables direct purchase of select standalone supplemental products from carriers such as Manhattan Life and Ameritas/Security Life. No proprietary platform, AI/ML capabilities, or enterprise integrations are referenced.
Revenue is generated through standard insurance-carrier commissions on placed policies. The go-to-market leans on educational content (podcasts, videos), customer testimonials, and referral partner channels rather than paid performance marketing, with no disclosed institutional or employer-group business. Geographic scope is regional; no multi-state expansion, external funding, M&A, or exit activity is documented. The structural positioning is that of a traditional, relationship-led Medicare agency rather than a tech-enabled insurance platform.
senior savings organization - referral partners - cpa's - tax professionals firmographics
Firmographics- Name
- senior savings organization - referral partners - cpa's - tax professionals
- Legal name
- Senior Savings Organization
- Website
- https://seniorsavingsorganization.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Houston-based independent insurance agency helping Medicare-eligible seniors in the Houston metro compare and enroll in Medicare Advantage, Supplement, Part D, and supplemental insurance across nine carrier partners, supported by CPA and tax-professional referral channels.
- Ownership category
- akta.pro rank
senior savings organization - referral partners - cpa's - tax professionals industry classification
Industry- Product category
- Medicare Insurance Brokerage
- NAICS
- Services for the Elderly and Persons with Disabilities (624120), Services for the Elderly and Persons with Disabilities (62412)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Elder Services & Aging Support (BPAGAEAF)
- akta.pro secondary industry
- Social Care & Long-Term Care Benefits Administration (BPAIAKAK)
Keywords
Where senior savings organization - referral partners - cpa's - tax professionals is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
senior savings organization - referral partners - cpa's - tax professionals business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Insurance Commission Revenue: As an independent insurance agency, the company earns commissions from insurance carriers when policies are sold and renewed. Services are provided at no cost to customers, with revenue generated through carrier commissions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | No-cost consultation and plan matching services |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
senior savings organization - referral partners - cpa's - tax professionals product offering
Product offeringCore offering
Senior Savings Organization is an independent insurance agency that provides no-cost Medicare advisory and brokerage services to seniors and their spouses. The agency represents multiple insurance carriers and helps clients select among Medicare Advantage, Medicare Supplement (Medigap), Medicare Part D, dental/vision, supplemental, and individual health insurance plans, while also providing ongoing services such as billing corrections, Medicare appeals, and annual prescription drug plan reviews.
Product overview
Senior Savings Organization is an independent insurance agency offering a portfolio of Medicare-related insurance products for seniors. The core offerings consist of Medicare Advantage Plans (Part C), Medicare Supplement Insurance Plans (Medigap), and Medicare Part D Prescription Drug Plans. These are complemented by supplemental insurance products including dental and vision coverage, cancer/critical illness plans, life insurance, hospital indemnity, accident plans, and travel insurance. The company represents nine carrier partners (Aetna, Blue Cross Blue Shield, Capitol Life, Cigna, Humana, Manhattan Life, Mutual of Omaha, Pan American, and UnitedHealthcare) and currently offers access to 75 products. Services include free Medicare plan consultations, annual prescription drug plan reviews, claims appeals, and cost-benefit analyses for clients on group health plans.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Clients report finding better coverage, saving money, and having confidence that their providers and medications will be covered.
Companies that use senior savings organization - referral partners - cpa's - tax professionals
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
senior savings organization - referral partners - cpa's - tax professionals technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
senior savings organization - referral partners - cpa's - tax professionals partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- AetnacoreInsurance carrier partner offering Medicare Advantage and related products through the agency.
- Blue Cross Blue ShieldcoreMajor health insurance carrier partner offering Medicare plans through the independent agency.
- Capitol LifeminorInsurance carrier partner represented by the agency for Medicare-related products.
- CignacoreHealth insurance carrier partner offering Medicare Advantage and supplemental products.
- HumanacoreMajor Medicare carrier partner offering Medicare Advantage and related plans.
- Manhattan LifecoreInsurance carrier partner offering individual health insurance products available through online shop.
- Mutual of OmahacoreMedicare supplement and related insurance carrier partner represented by the agency.
- Pan AmericanminorInsurance carrier partner offering products through the agency.
- UnitedHealthcarecoreLarge national Medicare carrier partner offering Medicare Advantage and supplement plans.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
senior savings organization - referral partners - cpa's - tax professionals competitors and assessment
Company assessmentDirect peers
- HealthPlanOne: Health and Medicare insurance brokerage representing multiple carriers, with phone- and web-based distribution targeting Medicare-eligible seniors. Directly comparable in product set, carrier portfolio approach, and senior customer focus.
- SelectQuote: Public, senior-focused insurance distributor specializing in Medicare Advantage, Medicare Supplement, and life products via a multi-channel sales platform. Directly comparable as a Medicare-focused insurance brokerage serving seniors with commission-based revenue.
- eHealth: Online health insurance marketplace with a strong Medicare segment offering Medicare Advantage, Supplement, and Part D plans from multiple carriers. Comparable as a multi-carrier Medicare broker competing for the same senior customer via online and advisor-assisted channels.
- GoHealth: Medicare-focused health insurance marketplace that pairs seniors with Medicare Advantage and Supplement plans across multiple carriers. Comparable to Senior Savings Organization as a multi-carrier Medicare broker with telephonic and digital distribution.
- Boomer Benefits: Independent insurance agency focused on Medicare Supplement, Medicare Advantage, and ancillary products for the 65+ market. Directly comparable in target customer (seniors), product mix, and multi-carrier independent agency model.
Broad incumbents
- UnitedHealthcare (AARP Medicare): Largest Medicare Advantage carrier by enrollment and a Senior Savings Organization carrier partner. Comparable as a key counterparty whose commission terms, product availability, and direct-to-consumer channels directly shape agency economics.
- Humana: One of the largest Medicare Advantage carriers in the U.S. and a carrier partner of Senior Savings Organization. Comparable as a counterparty in the Medicare distribution chain and as a benchmark for the agency's largest product line.
- Anthem / Blue Cross Blue Shield: Major national Medicare Advantage and Supplement carrier represented by Senior Savings Organization. Comparable as a carrier-side counterparty whose product portfolio, rates, and broker programs determine a material share of the agency's revenue.
Emerging players
- Medicare Plan Finder (MedicareGuides): Independent Medicare advisory service helping seniors compare Medicare Advantage, Supplement, and Part D plans. Comparable as a commission-based advisory intermediary serving the same Medicare-eligible population with a more digital-first delivery model.
- QuoteWizard (by LendingTree): Online insurance comparison platform that includes Medicare products alongside other personal lines. Comparable as a comparison-shopping intermediary for insurance products, though Medicare is a smaller part of its portfolio.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
senior savings organization - referral partners - cpa's - tax professionals social profiles
Digital presencesenior savings organization - referral partners - cpa's - tax professionals financial estimates
Financial estimateRevenue estimate
Valuation estimate
senior savings organization - referral partners - cpa's - tax professionals leadership team
Management profileNumber of profiles
Profiles2 records
senior savings organization - referral partners - cpa's - tax professionals funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
senior savings organization - referral partners - cpa's - tax professionals 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 senior savings organization - referral partners - cpa's - tax professionals
What does senior savings organization - referral partners - cpa's - tax professionals do?
Senior Savings Organization is an independent insurance agency that provides no-cost Medicare advisory and brokerage services to seniors and their spouses. The agency represents multiple insurance carriers and helps clients select among Medicare Advantage, Medicare Supplement (Medigap), Medicare Part D, dental/vision, supplemental, and individual health insurance plans, while also providing ongoing services such as billing corrections, Medicare appeals, and annual prescription drug plan reviews.
Is senior savings organization - referral partners - cpa's - tax professionals a public or private company?
senior savings organization - referral partners - cpa's - tax professionals is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was senior savings organization - referral partners - cpa's - tax professionals founded?
senior savings organization - referral partners - cpa's - tax professionals was founded in -1. It employs 1 to 10 people.
Where is senior savings organization - referral partners - cpa's - tax professionals based?
senior savings organization - referral partners - cpa's - tax professionals is headquartered in Houston, United States, in the North America region.
How does senior savings organization - referral partners - cpa's - tax professionals make money?
One revenue line is on record: insurance Commission Revenue.
Who are senior savings organization - referral partners - cpa's - tax professionals's main competitors?
Direct peers on record are HealthPlanOne, SelectQuote, eHealth, GoHealth and Boomer Benefits. Broad incumbents are UnitedHealthcare (AARP Medicare), Humana and Anthem / Blue Cross Blue Shield. Emerging players are Medicare Plan Finder (MedicareGuides) and QuoteWizard (by LendingTree).
Does senior savings organization - referral partners - cpa's - tax professionals have an API?
No public API is recorded for senior savings organization - referral partners - cpa's - tax professionals.
What industry is senior savings organization - referral partners - cpa's - tax professionals in?
senior savings organization - referral partners - cpa's - tax professionals's product category is Medicare Insurance Brokerage. Its primary akta.pro industry code is BPAGAEAF, Elder Services & Aging Support, with a secondary code of BPAIAKAK, Social Care & Long-Term Care Benefits Administration. Its NAICS code is 624120 and its SIC code is 6411.