Senior Market Sales® acquires CareValue, a New York-based field marketing organization – InsuranceNewsNet

Omaha, Nebraska senior market sales® (SMS), one of the industry’s leading insurance marketing organizations, has acquired CareValue, a growing national field marketing organization (FMO) based in Canandaigua, New York, specializing in life insurance and illness of the elderly.

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

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

CareValue has invested heavily in developing proprietary technology for agents. For example, the company provides the only State Pharmacy Assistance Program (SPAP) solution offered by FMO on the market that allows agents in certain states to help their customers request assistance to pay for their prescription drugs. and/or Part D premiums digitally rather than the more cumbersome fax or mail methods. This digital enrollment process triggers a Special Election Period (SEP) for Medicare-eligible people, allowing them to enroll year-round.

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

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

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

Doyle said CareValue was also drawn to SMS for its groundbreaking new product Client Stream® Lead Exchange lead generation platform, its track record of successful acquisitions, and its integrity – acting as it promises and passionately serving agents and their clients.

Summers said aligning the values ​​of the two companies was essential for the partnership, just as it has been for all of them. SMS acquisition.

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

About Senior Market Sales
Senior Market Sales® (SMS) represents the leading Medicare Supplement, Medicare Advantage, Annuity, Life, Long Term Care and Travel insurers 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, earn more money and place 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 or call 1.800.786.5566 for more information.

About the value of care
CareValue is a leader in innovative Medicare purchasing and enrollment solutions. CareValue offers a suite of technology solutions to support independent agents, agencies, National Marketing Organizations (NMOs), and Field Marketing Organizations (FMOs). CareValue actively engages in contractual agreements in the senior insurance market. Licensed insurance agents interested in getting their own Medicare Value website are encouraged to call 1.855.888.8326 or visit us at

About Alliant Insurance Services
Alliant Insurance Services is a leading national distributor of diversified insurance products and services. Alliant operates through a network of specialized national platforms and local offices to offer its clients a comprehensive portfolio of solutions based on innovative thinking and personalized service. The business of risk management is becoming increasingly complex, and Alliant is facing this complexity head-on, not with more layers of management, but with more creativity and agility. Alliant is changing the way clients approach risk and reward management, so they can capitalize on new opportunities to grow and protect their organizations. For more information, visit

Aubrey L. Morgan