About Us

We’re a fast-growing organization proud to partner with Jack Schroeder and Associates (JSA), a National Marketing Organization known for helping independent agents and agencies take their business to the next level. Whether you’re an individual agent or a large agency, we’re here to support you — from assisting with client service and expanding into new markets to helping you maintain a strong, competitive product portfolio. Our leadership team is accessible, engaged, and committed to your success. We view our agent partners as valued members of our community, not just numbers.

Founded in 1976 and headquartered in Palm Springs, California, our organization is licensed in multiple states. We believe every partner should have a voice and benefit from a proactive, supportive environment. That’s why we focus on mentorship, collaboration, and practical guidance to help you grow with confidence.

What makes us different?

Our independently contracted agents are not employed by a health plan. You have the freedom to choose the best option for your specific needs, and you do not have to pay anything to your agent. The health plan pays the agents, and they are rewarded when you renew your plan. This means they are motivated to find the best plan for you in the long run. It’s a win-win situation for everyone!

Featured Services

Marketing Team

powered by Jack Schroeder and Associates

Agent Relations Team

powered by Jack Schroeder and Associates

Contracting & Licensing Team

powered by Jack Schroeder and Associates

Direct Mail Leads

powered by LeadConcepts

Marketing Tool Kit

powered by JSA ProShop +

Our Robust Technology

Agency Management System (AMS+)

powered by AgencyBloc

VoIP Phone System (Call, Text, Fax)

with Call Recordings

MyHealthPlan (Connecture)

Enrollment Platform & Analytics

Sunfire

Enrollment Platform

SPLASH Page (Review Platform)

powered by RetireFlo

Resource to Becoming a Successful Sales Agent