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Focus: Medicare-focused insurance technology and brokerage platform
Product: All-in-one platform (CRM, quoting/enrollment, commission reconciliation, reporting, call-center tools) plus back-office services
Founders: Alex Zhang, Byron Edwards, James Jiang
Employee count: 84
Recent funding: Raised a $25M Series B (announced Jan 23, 2024)
Modernizing and scaling independent Medicare agent and agency operations through software and services.
Insurtech / Insurance brokerage
USD 25,000,000
Series B announced publicly on January 23, 2024; company materials reference Series B funding
“Backed by multiple investors; Crunchbase lists 7 investors including American Family Ventures and Primary Ventures”
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