We work for


Partner with an agency that cares for your business as much as you care for your clients

About the 

O'Neal Insurance


Modern software and industry-best service paired with local support.

To help agents/brokers become independent business owners helping you to optimize your Medicare health plan book business.

By embracing technology, relationship building, and digital and traditional marketing.

Working with Brokers who are passionate about giving back to their senior community and are truly trying to educate beneficiaries in their understanding of how their health plan works.

Simplify Medicare sales with tools to quote, enroll, and manage your book of business all in one place!

James O'Neal

Agency Principal, Visionary Leader


tech advantage

Run your entire business from a single Medicare-specific platform

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Drive prospects through custom landing pages

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Manage prospects in a Medicare-specific CRM

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Reduce double-entry with integrated quote & enroll

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Track contracts & commissions


hrs saved per week


marketing agency

Automate prospecting and client retention

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Design white-labeled digital and print media

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Craft and execute growth campaigns

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Automatically send cards and newsletters to clients


digital conversion rates


local community

Train and work with agents near you

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Train with experts on everything from the basics to D-SNP and C-SNP plans

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Get marketing tips specific to your region

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Build relationships with hundreds of other agents


Medicare agents supported


service team

Offload your administrative work to a team of healthcare navigators

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Save your headache by assigning service tasks

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Improve retention by helping clients use their plan

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Make ever interaction a referral opportunity


members supported

How we compare

Contact us if you want a trusted partner with modern software and local touch

Everyone Else

Carrier contracts

Training & events

Stand-alone quote & enroll


Stand-alone quote & enroll

Automate client engagement

Integrated quote & enroll

Transparent commissions

Open release policy




 or call 

(888) 966-8579