montgomery and assoc inc

What montgomery and assoc inc does

Montgomery and Assoc Inc is a Medicare-focused insurance brokerage operating out of Mesa, Arizona, led by a single licensed Medicare insurance agent (George Montgomery). The firm assists Medicare-eligible individuals in comparing and enrolling in Medicare-related coverage, functioning as a consumer-facing advisory rather than an underwriting entity. Its go-to-market is anchored to educational content on Medicare enrollment timing — the Annual Election Period, Open Enrollment Period, Special Enrollment Periods, and Medicare Advantage Disenrollment Period — which drives inbound leads into an enrollment workflow offered at no direct cost to the consumer.

The brokerage's product surface is built around Medicare Advantage plans (HMO, PPO, PFFS), Medicare Prescription Drug Plans, life insurance, and non-Medicare health insurance, all accessed through an affiliate arrangement with PlanEnroll, a brand operated by Integrity Marketing Group, LLC. This affiliate structure is what gives a single-agent operation access to a multi-carrier portfolio, standardized enrollment forms, and the regulatory/quoting infrastructure required to transact across multiple carriers. The underlying technology stack is a relatively standard CMS-based website (cookie-tracking, contact forms, PDF resource downloads) rather than a proprietary platform; the differentiated technology and carrier integration sit at the PlanEnroll/Integrity Marketing layer above the brokerage.

Commercially, Montgomery and Assoc operates on a commission-based affiliate referral model. No fees are charged to the consumer; revenue is earned as referral commissions from insurance carriers when a referred enrollee is confirmed active in a plan. Customer segments are exclusively individual Medicare-eligible consumers (and adjacent life/health prospects), with no enterprise or group-channel presence. The economic profile is therefore that of a typical independent Medicare producer — small book, single-operator labor model, and revenue tightly coupled to AEP/OEP seasonality and to the integrity of the PlanEnroll affiliate channel.

Name

montgomery and assoc inc

Website

https://maia-us.com

Company type

Private

Operating status

Operating

Short description

Montgomery and Assoc Inc is a Mesa, Arizona-based Medicare insurance brokerage operated by a single licensed agent, affiliated with PlanEnroll (Integrity Marketing Group), helping Medicare-eligible individuals compare and enroll in Medicare Advantage, Part D, life, and health insurance.

Ownership category

akta.pro rank

Product category

Medicare Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210), Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Medicare Advantage (MA) Plans (FSAIAGAA)

akta.pro secondary industries

Medigap Marketing, Lead Gen & Compliance (CMS/Do-Not-Call/TPMO) (HLAEADAE), Ancillary & Supplemental Health Products (Accident/Critical Illness/Hospital Indemnity) (HLAEABAJ)

Keywords

• Medicare insurance brokerage
• Medicare Advantage enrollment
• Health insurance advisory
• Life insurance brokerage
• Medicare Part D advisory

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Commission: Services are free for customers. PlanEnroll and its affiliated agents earn commissions from insurance companies when customers enroll in coverage through their platform.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Montgomery and Assoc Inc is a licensed Medicare insurance agent affiliated with the PlanEnroll national network, helping Medicare-eligible individuals shop, compare, and enroll in Medicare Advantage HMO/PPO/PFFS, Medicare Prescription Drug Plans, health insurance, and life insurance products. The offering is delivered through online enrollment tools, phone-based licensed-agent guidance, and in-person engagement, with access to multiple leading insurance carriers including UnitedHealthcare, Humana, Aetna, Cigna, Nationwide, Pacific Life, Protective, and Mutual of Omaha.

Product overview

PlanEnroll is an online insurance brokerage platform operated by Integrity Marketing Group that helps individuals shop, compare, and enroll in Medicare, life insurance, and health insurance products. The platform connects consumers with a national network of licensed insurance agents who provide guidance through digital and phone-based channels. PlanEnroll represents Medicare Advantage HMO, PPO, PFFS, and Prescription Drug Plan organizations, as well as life and health insurance carriers including Nationwide, UnitedHealthcare, Humana, Aetna, Cigna, and others. The platform offers educational resources including the Medicare Coverage Review Kit, New to Medicare Checklist, Medicare Guide, and Medicare Road Map, enabling consumers to understand their coverage options and complete enrollments online or by phone.

Differentiator

Problem solved

Functional benefit

Products and services

• Medicare Insurance Brokerage Services Licensed-agent advisory and enrollment services for Medicare Advantage HMO, PPO, and PFFS plans and Medicare Prescription Drug Plans, offered to Medicare-eligible individuals online, by phone, or in person through the PlanEnroll affiliate network.
• Health Insurance Brokerage Services Licensed-agent advisory and enrollment services for health insurance products offered through the PlanEnroll network of leading insurance companies, available to consumers online and by phone.
• Life Insurance Brokerage Services Licensed-agent advisory and enrollment services for life insurance products (including carriers such as Nationwide, Pacific Life, Protective, Mutual of Omaha, North American Company for Life and Health Insurance, F&G Annuities & Life, National Life Group, Core Bridge, and American Amicable) accessed through PlanEnroll's national network.

Named customers1 record

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

18 partnerships are on record, tiered core and major.

• PlanEnrollcoreChannel Partner/ Reseller/ DistributorMontgomery and Assoc Inc operates as a licensed Medicare insurance agent affiliated with PlanEnroll, an insurance brokerage platform. PlanEnroll is operated by Integrity Marketing Group, LLC.
• Integrity Marketing Group, LLCcoreOthersParent company that operates the PlanEnroll brand and affiliated licensed insurance agencies certified to sell Medicare products.
• UnitedHealthcaremajorChannel Partner/ Reseller/ DistributorMajor health insurance carrier offered through PlanEnroll's Medicare product portfolio
• HumanamajorChannel Partner/ Reseller/ DistributorMajor health insurance carrier offered through PlanEnroll's Medicare product portfolio
• AetnamajorChannel Partner/ Reseller/ DistributorMajor health insurance carrier offered through PlanEnroll's Medicare product portfolio
• CignamajorChannel Partner/ Reseller/ DistributorHealth insurance carrier offered through PlanEnroll's Medicare product portfolio
• NationwidemajorChannel Partner/ Reseller/ DistributorInsurance carrier offered through PlanEnroll's product portfolio
• Pacific LifemajorChannel Partner/ Reseller/ DistributorLife and health insurance carrier offered through PlanEnroll's product portfolio
• ProtectivemajorChannel Partner/ Reseller/ DistributorLife insurance carrier offered through PlanEnroll's product portfolio
• Mutual of OmahamajorChannel Partner/ Reseller/ DistributorInsurance carrier offered through PlanEnroll's Medicare product portfolio
• WellcaremajorChannel Partner/ Reseller/ DistributorMedicare-focused health insurance carrier offered through PlanEnroll
• North American Company for Life and Health InsurancemajorChannel Partner/ Reseller/ DistributorLife and health insurance carrier offered through PlanEnroll's product portfolio
• CVS HealthmajorChannel Partner/ Reseller/ DistributorHealth insurance carrier offered through PlanEnroll's Medicare product portfolio
• Anthem Blue CrossmajorChannel Partner/ Reseller/ DistributorMajor health insurance carrier offered through PlanEnroll's Medicare product portfolio
• F&G Annuities & LifemajorChannel Partner/ Reseller/ DistributorAnnuities and life insurance carrier offered through PlanEnroll
• National Life GroupmajorChannel Partner/ Reseller/ DistributorLife insurance and annuities carrier offered through PlanEnroll
• Core BridgemajorChannel Partner/ Reseller/ DistributorInsurance carrier offered through PlanEnroll's product portfolio
• American AmicablemajorChannel Partner/ Reseller/ DistributorLife insurance carrier offered through PlanEnroll's product portfolio

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Direct peers

• 65Medicare.com (e-TeleQuote): Direct-to-consumer Medicare brokerage focused on MA and PDP plans via licensed agents and digital marketing. Comparable in carrier-agnostic Medicare enrollment targeting baby boomers aging into Medicare.
• Benefytt Technologies: Medicare-focused insurance distribution platform marketing MA, Medicare Supplement, and Part D plans via digital channels and licensed agent follow-up. Closely comparable in product mix and consumer-acquisition motion.
• HealthPlanOne: Online Medicare brokerage selling MA, Medicare Supplement, and Part D plans from multiple carriers via licensed agents across the country. Closely mirrors Montgomery and Assoc's model of multi-carrier Medicare enrollment supported by digital and phone channels.
• Medicare Allies: Smaller Medicare brokerage selling MA, Medigap, and Part D plans from multiple carriers via licensed agents. Direct competitor for the same Medicare-eligible consumer, especially in local/regional markets.
• PlanEnroll (Integrity Marketing Group): Direct operating platform — Montgomery and Assoc Inc is itself an affiliated agent of PlanEnroll/Integrity Marketing Group. PlanEnroll represents the same carrier set (UnitedHealthcare, Humana, Aetna, Cigna, etc.) and serves the same Medicare-eligible consumer with the same phone/online enrollment motion.

Broad incumbents

• SelectQuote: Public, scaled multi-carrier insurance distributor with a strong Medicare Advantage and life insurance focus. Comparable in customer base (Medicare-eligible individuals) and carrier-brokerage model, though materially larger and more diversified.
• GoHealth: Public Medicare-focused online brokerage with a national agent network and carrier portfolio overlapping UnitedHealthcare, Humana, and Aetna. Directly comparable in product mix (MA/PDP) and multi-state agent distribution model.
• QuoteWizard (by LendingTree): Insurance comparison platform that distributes leads across health, life, and Medicare categories to carrier and broker partners. Comparable in lead-generation-led distribution to Medicare-eligible consumers.
• eHealth (eHealthInsurance): Large online health insurance marketplace offering Medicare Advantage, Medicare Supplement, and Part D plans from multiple carriers. Comparable product breadth and digital-led enrollment experience targeting the same Medicare-eligible consumer.

Emerging players

• Medicare.com: Online Medicare resource and lead-generation site that connects shoppers to licensed agents and carriers. Comparable in targeting the Medicare-eligible consumer with educational content and agent handoff.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 montgomery and assoc inc