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We work
for you

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
Your tech advantage
Run your entire business from a single Medicare-specific platform
Drive prospects through custom landing pages
Manage prospects in a Medicare-specific CRM
Reduce double-entry with integrated quote & enroll
Track contracts & commissions
saved per week
Your marketing agency
Automate prospecting and client retention
Design white-labeled digital and print media
Craft and execute growth campaigns
Automatically send cards and newsletters to clients
digital conversion rates
Your local community
Train and work with agents near you
Train with experts on everything from the basics to D-SNP and C-SNP plans
Get marketing tips specific to your region
Build relationships with hundreds of other agents
Medicare agents supported
Your service team
Offload your administrative work to a team of healthcare navigators
Save your headache by assigning service tasks
Improve retention by helping clients use their plan
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
Carrier contracts
Stand-alone quote & enroll
Automate client engagement
Integrated quote & enroll
Transparent commissions
Open release policy