Jeffery Insurance
Jeffery Insurance is a Scottsdale, Arizona-based licensed health insurance brokerage representing multiple carriers (BlueCross BlueShield, Aetna, United Healthcare, Humana, Cigna) and serving Medicare beneficiaries, Medicaid recipients, individuals, families, small businesses, and travelers.
- Company typePrivate
- Founded2009
- HeadquartersScottsdale, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Jeffery Insurance does
Jeffery Insurance is a licensed Arizona health insurance brokerage founded in 2009 and headquartered in Scottsdale, with a secondary office in Pine. The firm operates as a commission-based intermediary, offering free consultation and enrollment assistance to consumers across Medicare (Parts A, B, C, D and Supplements), Medicaid, ACA individual and family plans, employer group health, travel medical, and ancillary dental and vision coverage. Its primary customer base is Arizona Medicare beneficiaries aged 65 and older, with secondary segments comprising Medicaid recipients, individual and family plan shoppers, small Arizona businesses, and travelers seeking short-term medical coverage.
The firm represents multiple major carriers, including BlueCross BlueShield, Aetna, United Healthcare, Humana, Cigna, Delta Dental, NCD (MetLife), and VSP, positioning itself as a multi-carrier broker rather than a captive agent. Distribution is sales-led and executed by licensed insurance agents via phone, email, and in-person consultations, supported by a WordPress-based website with lead capture forms and a HealthSherpa integration for online ACA enrollment. The business is family-run with John Jeffery, an AZ Medicare and AZ Medicaid Specialist, serving as the principal agent and a small team of advocates operating with 1-10 total employees.
Revenue is generated exclusively through carrier commissions on placed policies, with no direct charges to customers. The firm maintains a 5-star Google rating across 55 reviews and was named a Top Health Insurance Agency in Scottsdale for 2026 by Expertise.com, reflecting its consumer-facing brand position. No funding, M&A, or geographic expansion beyond Arizona is documented, and the agency has progressively broadened its product surface with the addition of Delta Dental, NCD (MetLife), and travel medical lines.
Jeffery Insurance firmographics
Firmographics- Name
- Jeffery Insurance
- Legal name
- Jeffery Insurance
- Website
- https://jefferyinsurance.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Jeffery Insurance is a Scottsdale, Arizona-based licensed health insurance brokerage representing multiple carriers (BlueCross BlueShield, Aetna, United Healthcare, Humana, Cigna) and serving Medicare beneficiaries, Medicaid recipients, individuals, families, small businesses, and travelers.
- Ownership category
- akta.pro rank
Jeffery Insurance industry classification
Industry- Product category
- Health Insurance Brokerage
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro industry
- Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs)Individual Health Insurance Brokerage & DistributionVision Insurance
Keywords
Where Jeffery Insurance is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Jeffery Insurance business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Insurance Commission Revenue: As an insurance brokerage, Jeffery Insurance earns commissions from insurance carriers for policies sold. Services to beneficiaries are provided free of charge, with compensation received from insurance company partners.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Free advisory services for all customers |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Jeffery Insurance product offering
Product offeringCore offering
Jeffery Insurance is a licensed Arizona health insurance brokerage that helps individuals, families, businesses, and travelers compare, enroll in, and receive ongoing advocacy support for Medicare, Medicaid, ACA, group, dental, vision, and travel health insurance plans. The agency represents multiple insurance carriers and provides its advisory and enrollment services free of charge to customers, earning commissions from carrier partners.
Product overview
Jeffery Insurance is a licensed Arizona health insurance agency offering a portfolio of insurance products and enrollment support services. The core offering centers on Medicare coverage options for individuals 65 and older, including Original Medicare (Parts A and B), Medicare Advantage (Part C), Medicare Supplement (Medigap), and Part D prescription drug plans. The agency also provides Medicaid assistance, Affordable Care Act individual/family plans, company group health insurance, travel medical insurance, and dental/vision add-on plans through partners Delta Dental and NCD (MetLife). The agency acts as an insurance broker, providing free consultation services to help clients compare and enroll in plans suited to their needs.
Differentiator
Problem solved
Functional benefit
Products and services
- Medicare Part A and Part B
Companies that use Jeffery Insurance
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles4 records
Jeffery Insurance technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Jeffery Insurance partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered minor and core.
- SCAN Medicare AdvantageminorMedicare Advantage plan carrier offered through Jeffery Insurance's brokerage services
- LifeX InsuranceminorHealth insurance carrier for individual and family plans offered through the agency
- BlueCross BlueShieldcoreMajor health insurance carrier providing coverage options through Jeffery Insurance's brokerage
- Devoted Health PlansminorMedicare Advantage plan carrier offered through the agency's services
- AllwellminorMedicare plan carrier partner for health coverage offerings
- AetnacoreMajor health insurance carrier providing Medicare and individual plans through the agency
- WellCare MedicareminorMedicare insurance provider offered through Jeffery Insurance's brokerage
- United HealthcarecoreMajor national health insurance carrier providing individual, family, and Medicare plans through the agency
- HumanacoreMedicare and health insurance carrier offered through the brokerage services
- CignacoreHealth insurance provider offering Medicare and individual plans through the agency
- Banner Medicare AdvantageminorMedicare Advantage plan carrier offered through the brokerage
- Delta DentalcoreLeading dental insurance provider with over 50 years of experience, offered through Jeffery Insurance with access to 80%+ of dentists nationwide
- Alignment HealthcareminorMedicare plan carrier partner for health coverage offerings
- NCD (by MetLife)coreAward-winning dental and vision insurance provider offering plans with no waiting periods, up to $10,000 annual maximum, and access to 485,000+ dentist access points
- VSP VisioncoreVision insurance provider offered as part of NCD plans, providing savings on eye care and eyewear
- iTravelInsured (imglobal)minorTravel medical insurance provider for international travelers, vacationers, students, and business travelers
Scale indicators3 records
Recent moves5 records
Expansion highlights3 records
Jeffery Insurance competitors and assessment
Company assessmentDirect peers
- eHealth: eHealth is an online health insurance marketplace offering Medicare, individual/family, and ancillary coverage across multiple carriers. Jeffery Insurance matches this carrier-aggregator brokerage model but delivers it through local in-person agents in Arizona rather than a self-serve digital interface.
- GoHealth: GoHealth is a large, publicly traded Medicare-focused health insurance brokerage that compares and enrolls beneficiaries across Medicare Advantage, Supplement, and Part D plans. It is the most direct scaled analogue to Jeffery Insurance's Medicare-led brokerage model, operating nationally via licensed agents and digital channels rather than a single-state footprint.
- Boomer Benefits: Boomer Benefits is a Medicare-focused insurance agency specializing in Medicare Supplement, Medicare Advantage, and Part D for the 65+ market. It targets the same primary customer segment as Jeffery Insurance with a similar multi-carrier agency model, though operating at multi-state scale.
- SelectQuote: SelectQuote is a multi-channel insurance brokerage best known for its Medicare Advantage comparison and enrollment services. It competes directly with Jeffery Insurance for the same senior customer base using similar carrier partnerships and a commission-based revenue model, albeit at vastly greater scale.
- Healthcare.com: Healthcare.com operates a comparison platform and licensed-agent call center for Medicare, ACA, and supplemental insurance. It overlaps with Jeffery Insurance's Medicare and individual/family book but reaches customers nationally via digital lead capture rather than a state-licensed local agency.
Broad incumbents
- Aetna (CVS Health): Aetna is a national health insurer and core Jeffery Insurance partner with a large Medicare Advantage footprint. As with UnitedHealthcare and Humana, Aetna sells direct to consumers and also distributes through brokerages like Jeffery Insurance, making it both a partner and an indirect competitor.
- Humana: Humana is a top-tier Medicare Advantage and Part D carrier listed as a core Jeffery Insurance partner. Like other carriers, Humana operates direct enrollment channels that compete with brokers for senior customers, even while relying on agencies like Jeffery Insurance for distribution.
- UnitedHealthcare (AARP Medicare): UnitedHealthcare is the largest U.S. Medicare Advantage carrier and a core distribution partner of Jeffery Insurance. It is included as a peer because it also sells direct-to-consumer through its own call centers, websites, and retail, competing with the brokerage for the same Arizona seniors.
Regional players
- BlueCross BlueShield of Arizona: BlueCross BlueShield of Arizona is the dominant regional health carrier and a core Jeffery Insurance partner. It is highly comparable as a regional incumbent offering Medicare, individual, and group plans that Jeffery Insurance brokers on its behalf, but it operates only in Arizona rather than nationally.
Emerging players
- MedicareFAQ: MedicareFAQ is a digital-first Medicare brokerage and educational content site that converts organic traffic into plan enrollments. It overlaps with Jeffery Insurance's content-marketing approach and Medicare focus, but relies primarily on remote agents rather than a local Arizona office presence.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Jeffery Insurance social profiles
Digital presenceJeffery Insurance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jeffery Insurance leadership team
Management profileNumber of profiles
Profiles1 record
Jeffery Insurance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jeffery Insurance 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 Jeffery Insurance
What does Jeffery Insurance do?
Jeffery Insurance is a licensed Arizona health insurance brokerage that helps individuals, families, businesses, and travelers compare, enroll in, and receive ongoing advocacy support for Medicare, Medicaid, ACA, group, dental, vision, and travel health insurance plans. The agency represents multiple insurance carriers and provides its advisory and enrollment services free of charge to customers, earning commissions from carrier partners.
Is Jeffery Insurance a public or private company?
Jeffery Insurance is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Jeffery Insurance founded?
Jeffery Insurance was founded in 2009. It employs 1 to 10 people.
Where is Jeffery Insurance based?
Jeffery Insurance is headquartered in Scottsdale, United States, in the North America region.
How does Jeffery Insurance make money?
One revenue line is on record: insurance Commission Revenue.
Who are Jeffery Insurance's main competitors?
Direct peers on record are eHealth, GoHealth, Boomer Benefits, SelectQuote and Healthcare.com. Broad incumbents are Aetna (CVS Health), Humana and UnitedHealthcare (AARP Medicare). BlueCross BlueShield of Arizona is listed as a regional player. MedicareFAQ is listed as an emerging player.
Does Jeffery Insurance have an API?
No public API is recorded for Jeffery Insurance.
What industry is Jeffery Insurance in?
Jeffery Insurance's product category is Health Insurance Brokerage. Its primary akta.pro industry code is FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs), with a secondary code of FSAIAEAL, Individual Health Insurance Brokerage & Distribution. Its NAICS code is 52421 and its SIC code is 6411.