We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (19,092)
  • Industry Conferences (5)
  • Industry Job Openings (4)
  • Moore on the Market (265)
  • Negative Media (139)
  • Positive Media (73)
  • Sheryl's Articles (713)
  • Wink's Articles (294)
  • Wink's Inside Story (263)
  • Wink's Press Releases (109)
  • Blog Archives

  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • May 2008
  • February 2008
  • August 2006
  • Senior Market Sales Acquires New York-Based Field Marketing Organization CareValue

    September 7, 2022 by Senior Market Sales

    OMAHA, Neb.Sept. 1, 2022 /PRNewswire/ — Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired CareValue, a rapidly growing national field marketing organization (FMO) based in Canandaigua, New York, and specializing in senior life and health insurance.

    SMS President Jim Summers said CareValue’s technology platform, its success as a market leader serving independent insurance agents, and its impressive growth attracted SMS as it continues to grow through strategic acquisitions since being acquired by Alliant Insurance Services in 2020. CareValue ranked No. 69 on Inc. Magazine’s list of the fastest-growing private companies in the New York City metro region in 2021.

    “CareValue’s technology stack when combined with SMS’ proprietary technology will give SMS-contracted agents a major advantage in today’s marketplace,” Summers said.

    CareValue has invested heavily in the development of proprietary technology for agents. For example, the company provides the only FMO-offered State Pharmaceutical Assistance Program (SPAP) solution in the marketplace that allows agents in certain states to help their clients apply for assistance in paying their prescription drugs and/or Part D premiums digitally instead of by the more cumbersome methods of fax or mail. This digital enrollment process triggers a special election period (SEP) for Medicare eligible, enabling them to enroll year-round.

    “Formalizing this partnership with SMS through an acquisition will fuel further growth and ensure long-term success in our markets,” said CareValue President Brian Doyle. “By extension of SMS, we’re also excited to join the Alliant family. Together, we’re bigger, better, stronger.”

    Doyle has been in the insurance industry since 1996. He founded CareValue in 2010, and since 2013 has partnered with SMS, leveraging SMS’ industry-leading back-office support, proven marketing systems, and top health and wealth carrier product portfolio.  

    The decision to join SMS, Doyle said, was based on Alliant’s and SMS’ ability to provide additional infrastructure and support that will help CareValue springboard into new territory and ensure long-term growth, as well as focus even more on agents to provide operational and customer service excellence. Specifically, CareValue was attracted to Alliant, which opens commercial and group insurance markets to CareValue’s agents. Alliant, one of the largest insurance brokers in the United States, recently was honored as a winner in the 2022 Fast Brokerage Listing with 9,000 employees, $3 billion in revenue, and more than $26 billion in premiums.

    Doyle said CareValue also was attracted to SMS for its new revolutionary Client Stream® Lead Exchange lead-generation platform, its history of successful acquisitions and its integrity — acting as it promises and passionately serving agents and their clients.

    Summers said that the two companies’ alignment of values was critical to the partnership, just as it has been to all of SMS’ acquisitions.

    “In today’s hyper-competitive acquisition environment, SMS continues to stand out for our commitment to the agent and their client,” Summers said. “We look forward to growing even more by staying focused on our values and partnering with companies who share those values.”

    About Senior Market Sales

    Senior Market Sales® (SMS) represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, and travel insurance carriers in all 50 states. More than 70,000 independent insurance agents rely on SMS for proprietary technology, competitive insurance products, and expert training and service to help them leverage their time, make more money, and put their business in a position of distinction. Founded in 1982, SMS is headquartered in Omaha, Nebraska. In 2020, SMS joined the Alliant Insurance Services family of companies. Visit www.SeniorMarketSales.com or call 1.800.786.5566 for more information.

    About Care Value

    CareValue is a leader in innovative Medicare shopping and enrollment solutions. CareValue offers a suite of technology solutions to support independent agents, agencies, National Marketing Organizations (NMO), and Field Marketing Organizations (FMO). CareValue is actively engaging in contractual agreements in the Senior Insurance Market. Licensed insurance agents interested in getting their own free MedicareValue website are encouraged to call 1.855.888.8326 or visit us at CareValue.com/Get-Contracted.

    About Alliant Insurance Services

    Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services. Alliant operates through a network of specialized national platforms and local offices to offer clients a comprehensive portfolio of solutions built on innovative thinking and personal service. The business of managing risk is getting more complex, and Alliant is meeting this complexity head-on, not with more layers of management, but with more creativity and agility. Alliant is changing the way clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. For more information, visit alliant.com

    Contact: Dan Trumblee

    Assistant Vice President

    Divisional Director, Communications & Creative Services, Senior Market Sales® 402.343.3689

    Dtrumblee@SeniorMarketSales.com

    SOURCE Senior Market Sales

    Originally Posted at CISION PRNewswire on September 1, 2022 by Senior Market Sales.

    Categories: Industry Articles
    currency