Trusted Senior Specialists Company Profile

Background

Trusted Senior Specialists is a Houston-based insurance agency founded in 2005 by Michael Wilhelm and Melinda Gonzalez Wilhelm. The company is dedicated to serving Medicare beneficiaries, with a mission to protect clients' health, wealth, and well-being through comprehensive insurance solutions. Built on foundational values of love and trust, the company has expanded from a husband-wife team to a compassionate family of employees. Combining traditional customer service with modern technology, Trusted Senior Specialists has helped over 82,000 Americans safeguard their health, wealth, and well-being through a team of 5,000 dedicated licensed agents.

Key Strategic Focus

Trusted Senior Specialists specializes in the senior market, focusing on Medicare Advantage and Medicare Supplement plans. The company ensures clients are informed about the benefits available in their area, guiding them to select the most suitable plans. Their approach combines traditional customer service with modern technology, aiming to protect clients' health, wealth, and well-being through tailored insurance solutions.

Financials and Funding

As of the latest available data, Trusted Senior Specialists has an estimated annual revenue of $18.7 million, with approximately 85 employees. Specific details regarding funding history and recent funding rounds are not publicly disclosed.

Technological Platform and Innovation

Trusted Senior Specialists leverages advanced lead generation technology to enroll Medicare-eligible individuals efficiently. This approach reduces unnecessary travel and cold calling, allowing agents to conduct business telephonically from various locations, including home offices and physician's offices. The company's commitment to integrating technology enhances the client experience and streamlines operations.

Leadership Team

Michael Wilhelm: Co-Founder and Partner.

Melinda Gonzalez Wilhelm: Co-Founder and Partner.

Michael Santos: Vice President of External Operations.

AJ Gonzalez: Vice President of Business Operations.

Jeremy Johnson: National Training Director of Field Agents.

Linda Colon: National Telephonic and Online Sales Trainer.

Leticia Cordova: Client Enrichment Manager.

Loida Evelyn Amaya: Client Enrichment Manager.

Keandra Austin: Client Enrichment Assistant Manager.

Ginny Wier: Client Support Manager.

Sondra Ford: Senior Compliance Officer.

Leadership Changes

In February 2022, Trusted Senior Specialists partnered with Integrity Marketing Group, LLC, an omnichannel insurtech leader. As part of this acquisition, Michael and Melinda Wilhelm became Managing Partners in Integrity. This strategic move aims to enhance the company's offerings to agents and consumers through access to Integrity's insurtech platform.

Competitor Profile

Market Insights and Dynamics: The Medicare insurance market is experiencing significant growth due to the aging population in the United States. This trend presents substantial opportunities for companies specializing in Medicare-related insurance products.

Competitor Analysis: Key competitors in the Medicare insurance brokerage sector include:

Health Plan One: Offers a range of Medicare plans and has an estimated annual revenue of $15 million with 118 employees.

United Claim Solutions: Specializes in cost containment solutions for healthcare claims.

Futurity First: Provides a variety of insurance products, including Medicare plans.

Strategic Collaborations and Partnerships

The partnership with Integrity Marketing Group in 2022 provides Trusted Senior Specialists with access to Integrity's omnichannel insurtech platform. This collaboration enhances the company's technological capabilities, offering agents resources such as a comprehensive CRM system, MedicareCENTER, data analytics, and marketing support. Additionally, employees benefit from Integrity's Employee Ownership Plan, fostering a sense of ownership and alignment with the company's success.

Operational Insights

Trusted Senior Specialists differentiates itself through a combination of personalized customer service and technological innovation. The company's focus on educating clients about Medicare options and providing tailored solutions has resulted in a strong reputation and client loyalty. The partnership with Integrity Marketing Group further strengthens its market position by expanding technological resources and operational support.

Strategic Opportunities and Future Directions

The collaboration with Integrity Marketing Group positions Trusted Senior Specialists for accelerated growth and innovation. By leveraging Integrity's insurtech platform, the company aims to enhance agent productivity, expand its client base, and offer more comprehensive insurance solutions. The focus remains on protecting clients' health, wealth, and well-being through personalized and efficient service.