Managed Care Consultants, Inc. (MCC)

What Managed Care Consultants, Inc. (MCC) does

Managed Care Consultants, Inc. (MCC) is a privately held, family-owned insurance brokerage and benefits consulting firm headquartered in Aurora, Ohio, founded in 1993 by William 'Bill' Coleman and currently led by Managing Partner Jason P. Coleman and Senior Account Manager / Partner Tara Krol. The firm operates across three integrated service lines: Employee Benefits Consulting for employer groups (spanning insured and self-funded health plans, group life, dental, vision, HSA/HRA, disability, voluntary benefits, and compliance with PPACA, HIPAA, COBRA, and FMLA), Individual Health Insurance brokerage for individuals and families (health, dental, vision, life, accident, short-term medical, critical illness, telemedicine, and travel medical), and Medicare Solutions for seniors (Original Medicare guidance, Supplements, Medicare Advantage Part C, and Part D prescription drug plans). MCC represents 9 insurance organizations offering 94 products in its service area and distributes its offerings through direct advisory sales by phone and in-person at its Aurora office, in-person Medicare and employee benefit educational events, online carrier partner portals, and the PlanEnroll platform for Medicare enrollment.

MCC's technology posture is intentionally light on proprietary build: the firm relies on third-party platforms rather than proprietary systems, with PlanEnroll providing secure client profile management and CMS Scope of Appointment compliance for Medicare, and direct online application portal integrations with 11 carriers (Anthem, Medical Mutual, Oscar, SummaCare, UnitedHealthcare, Ameritas, Humana, Delta Dental, VSP, GeoBlue, and Allstate Health Solutions) enabling online quoting and enrollment. Marketing is largely content-led, centered on a Medicare educational video library, an extensive FAQ section, Medicare enrollment resources, community events, and 'Request a Consultation' forms.

Revenue is generated primarily through carrier-paid commissions on placed insurance business, supplemented by negotiated professional-services fees for employer-side employee benefits consulting engagements such as plan design and ongoing compliance management. Pricing is not publicly disclosed; the firm offers free initial consultations, premium-based insurance products are priced by carriers, and consulting fees are negotiated per engagement. Customer mix is diversified across employer groups, individuals and families, and Medicare-eligible seniors, with a regional Northeast Ohio focus.

Name

Managed Care Consultants, Inc. (MCC)

Legal name

Managed Care Consultants, Inc.

Website

https://mccinc.biz

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

Managed Care Consultants, Inc. (MCC) is a private, family-owned insurance brokerage founded in 1993, serving Northeast Ohio employers, individuals, and Medicare-eligible seniors. It provides employee benefits consulting, individual health insurance, and Medicare solutions across nine carrier relationships covering 94 products.

Ownership category

akta.pro rank

Product category

Insurance Brokerage and Employee Benefits Consulting

NAICS

Insurance Agencies and Brokerages (52421), Management Consulting Services (54161), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industries

Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH), Risk, Compliance & Internal Controls Consulting (BPAHACAJ), Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC) (HLADALAI)

Keywords

• Insurance brokerage services
• Employee benefits consulting
• Medicare solutions advisory
• Individual health insurance
• Benefits compliance consulting

Headquarters

HQ city

Aurora

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: MCC earns commissions from insurance carriers for placing business. The company represents 9 organizations offering 94 products in the service area, including Medicare Advantage plans, Medicare Supplements, Medicare Part D prescription drug plans, individual/family health insurance, dental, vision, short-term medical, and employee benefit plans. Commissions are typically a percentage of premium paid by clients to insurance carriers.
2. Employee Benefits Consulting Services: The company provides professional consulting services for employee benefits including plan design, compliance with Health Care Reform (PPACA), HIPAA privacy and security, COBRA, FMLA, and other regulatory requirements. Services include strategic planning, benefits program development, and ongoing compliance management.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Managed Care Consultants, Inc. is an insurance brokerage and benefits consulting firm that represents 9 carrier organizations offering 94 products across three lines: (1) Employee Benefits Consulting for employer groups, including plan design, implementation, and ongoing compliance support for insured and self-funded health, dental, vision, life, disability, and voluntary benefits; (2) Individual Health Insurance brokerage for individuals and families; and (3) Medicare Solutions covering Medicare Supplement, Medicare Advantage (Part C), and Medicare Prescription Drug (Part D) plans. The firm earns commissions from carriers and consulting fees from employer clients, operating from Aurora, Ohio across Northeast Ohio.

Product overview

Managed Care Consultants, Inc. (MCC) is a benefits consulting firm offering a unified suite of advisory and brokerage services rather than a single software product. The core offerings include Employee Benefits Consulting (covering insured/self-funded health plans, life insurance, dental, vision, disability, voluntary benefits, and HSA/HRA implementation), Individual Health Insurance (offering health, dental, vision, life, accident, short-term medical, critical illness/cancer, telemedicine, and travel medical products), and Medicare Solutions (including Original Medicare guidance, Medicare Supplement Insurance Plans, Medicare Advantage Plans/Part C, and Medicare Prescription Drug Plans/Part D). Supporting these core offerings are add-on services including Employee Benefits Compliance (PPACA, HIPAA, COBRA, FMLA compliance), Benefits Consultation, an online Quote and Enroll Portal connecting clients with 11+ carrier partner portals (Anthem, Medical Mutual, Oscar, SummaCare, UnitedHealthcare, Ameritas, Humana, Delta Dental, VSP, GeoBlue), PlanEnroll for Medicare plan management, Medicare Enrollment Resources, and Medicare Educational Videos. The firm represents 9 organizations offering 94 products in the Medicare/insurance space.

Differentiator

Problem solved

Functional benefit

Products and services

• Employee Benefits Consulting Comprehensive insurance and employee benefits consulting services for employer groups, including development and implementation of corporate employee benefit plans, strategic planning, and ongoing support using advanced technology and consulting expertise.
• Individual Health Insurance Wide array of individual and family insurance products from multiple insurance providers, including health, dental, vision, life insurance, accident plans, short-term medical, critical illness/cancer, telemedicine, and travel medical coverage.
• Medicare Solutions Medicare-related advisory and brokerage services including Original Medicare (Part A and Part B) guidance, Medicare Supplement Insurance Plans, Medicare Advantage Plans (Part C), and Medicare Prescription Drug Plans (Part D), with educational resources and enrollment assistance.
• Medicare Supplement Insurance Plans Supplemental insurance used alongside Original Medicare, where Medicare pays 80% of covered benefits and the Supplement typically pays the remaining 20%. Does not include prescription drug coverage.
• Medicare Advantage Plans (Part C) All-in-one alternative to Original Medicare offered by private Medicare-approved companies, bundling Part A (Hospital Insurance), Part B (Medical Insurance), and usually Part D (prescription drug coverage).
• Medicare Prescription Drug Plans (Part D) Standalone prescription drug coverage plans that add drug coverage to Original Medicare, some Medicare Cost Plans, PFFS Plans, and Medicare Medical Savings Account Plans, each with their own formulary and tiered pricing.
• Employee Benefits Compliance Services Compliance consulting covering Health Care Reform (PPACA), wellness programs, HRA, SPD, SBC, health reimbursement accounts, HSAs, FSAs, Form 5550, HIPAA, COBRA, Medicare Part D notices, Medicare Secondary Payer, spousal carve-outs, and FMLA.
• Benefits Consultation Expert consultation services for developing benefits programs tailored to company and employee needs, including plan implementation and ongoing support.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

Partnerships

One partnership is on record.

• PlanEnrollcoreTechnology or IntegrationPlanEnroll is a secure online platform used by MCC advisors to assist Medicare clients with Part C Advantage plan and Part D drug plan options. The platform allows clients to create profiles storing their Medicare details, preferred pharmacies, doctors, and medications. The system syncs with MCC advisors and includes required CMS Scope of Appointment form functionality for Medicare compliance.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• USI Insurance Services: USI is a top-10 U.S. insurance brokerage with a significant employee benefits practice serving middle-market employers. It is comparable to MCC in target customer (mid-market employers) and product mix (group health, voluntary, retirement, individual), though USI operates nationally.
• Holmes Murphy: Holmes Murphy is an independent insurance brokerage specializing in employee benefits, risk management, and commercial insurance. It is comparable to MCC because both are advisory-led brokerages serving employer groups with benefits consulting plus individual/Medicare products, though Holmes Murphy operates at national scale.
• Alliant Insurance Services: Alliant is a specialty insurance brokerage with strong employee benefits and middle-market practices. It is comparable to MCC because both broker group health, individual, and Medicare products to mid-market clients, but Alliant operates nationally with hundreds of producers.
• OneDigital: OneDigital is a large national employee benefits and insurance advisory firm. It is comparable to MCC because it serves the same core customer (employers seeking benefits consulting plus individual/Medicare advisory) but at significantly greater scale with proprietary technology and broader geographic reach.
• Hub International: Hub International is a major North American insurance brokerage serving mid-market and large employers with employee benefits and risk advisory. It is comparable to MCC in core segment and product offering, though with much broader geographic and segment coverage.
• Brown & Brown, Inc. Brown & Brown is a publicly traded national insurance brokerage with strong employee benefits and Medicare advisory practices. It is comparable to MCC in core offerings (group benefits, individual, Medicare) but operates across all 50 states with thousands of employees.
• Integrity Marketing Group: Integrity Marketing Group is a leading distributor of life and health insurance products including Medicare Advantage and individual health plans. It is comparable to MCC in the Medicare and individual health distribution model (multi-carrier, advisor-led), but at vastly greater scale with an active acquisition strategy for independent agencies.
• Lockton Companies: Lockton is the world's largest independent insurance brokerage, with deep employee benefits and benefits consulting practices. It is comparable to MCC because it serves the same employer benefits advisory segment, though at vastly greater scale and with proprietary consulting frameworks.

Emerging players

• EbenConcepts: EbenConcepts is a Medicare-focused insurance agency. It is comparable to MCC in the Medicare distribution niche, representing multiple carriers and offering advisory-led enrollment support, though at a much smaller and more digitally-native scale.

Regional players

• The Mahoney Group: The Mahoney Group is a regional insurance and benefits brokerage in the Midwest. It is comparable to MCC because both are independent brokerages serving employers and individuals with health, life, and Medicare products through multi-carrier representation in similar geographies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/2823880

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Managed Care Consultants, Inc. (MCC)