HealthPlanOne
Professional services
UnclaimedHealthPlanOne is a U.S. health-insurance sales, marketing, lead-generation, exchange, and contact-center services organization.
Last updated August 31, 2026
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Overview
HealthPlanOne, LLC is a U.S. sales and marketing organization focused on Medicare and other health-insurance marketplaces. Rather than operating primarily as an insurance carrier, the company provides distribution, acquisition, brokerage-support, contact-center, lead-generation, and technology services for national and regional health plans. Its activities have included marketing exclusive Medicare leads, operating consumer and retiree exchanges, supporting individual and family-plan acquisition, and delivering outsourced sales and member-acquisition services. The company was founded in 2006 in Southport, Connecticut, by Bill Stapleton and entered the brokerage business in 2007. In 2008, it raised $6.5 million in venture capital to expand its brokerage operations and enter Medicare. It subsequently moved further into internet-based insurance sales, building a nationwide Medicare Exchange and developing lead-generation capabilities. By 2011, HealthPlanOne described itself as the largest provider of exclusive Medicare leads in the United States. Its business expanded beyond lead generation during the early 2010s. In 2012, HealthPlanOne introduced an integrated, cloud-based sales-technology platform through its Licensed Broker Solutions Center and launched a mobile application. It also began expanding its physical contact-center footprint, including a Tampa, Florida facility. In 2013, the company entered the Member Acquisition business, acting as an outsourced contact and sales center for national and regional health plans. That year it became an authorized Web Broker Entity through an agreement with the Centers for Medicare and Medicaid Services, and introduced Employer Solutions for employer groups and brokers. HealthPlanOne continued broadening its Medicare and group-market services in 2014 and 2015. It expanded its contact-center network into Phoenix, Arizona, received growth capital from Peloton Equity, and added experienced health-care and business-services executives to its board. In 2015, it introduced Stars Solutions, a modular program intended to help Medicare managed-care plans address member, physician, and quality-performance opportunities. It also launched ClearChoice Exchange, a multi-carrier retiree exchange combining a national preferred-provider-organization group plan from UnitedHealthcare with individual Medicare Advantage plans. The company operates contact centers in Arizona, Florida, Massachusetts, and Connecticut. Its operating model combines human sales and service representatives with digital acquisition, exchange technology, broker support, and data-driven lead-generation services. HealthPlanOne's positioning is therefore that of an outsourced growth and distribution partner for health plans, brokers, employers, retirees, and individual consumers, with particular emphasis on Medicare and the complex enrollment requirements of the U.S. health-insurance market.
History
HealthPlanOne was founded in 2006 in Southport, Connecticut, by Bill Stapleton. It entered the brokerage business in 2007 and raised $6.5 million in venture capital in 2008. The financing supported expansion of its brokerage activities and a move into Medicare, a market that became central to the company's identity. The company developed an internet-oriented acquisition model built around exclusive insurance leads. It launched a nationwide Medicare Exchange and marketed Medicare leads to brokers and health plans. In 2010, it broadened its lead portfolio to include individual and family plans as well as employer and group opportunities. By 2011, it had become a leading U.S. provider of exclusive Medicare leads. In 2012, HealthPlanOne expanded from lead generation into sales-enablement technology. Its Licensed Broker Solutions Center introduced an integrated, cloud-based platform intended to support licensed brokers and insurance sales activity. The company also launched a mobile application and expanded its contact-center services to Tampa, Florida. The next phase involved direct outsourced services for health plans. In 2013, HealthPlanOne entered the Member Acquisition business, providing contact and sales-center capabilities for national and regional insurers. It also became an authorized Web Broker Entity under an agreement with the Centers for Medicare and Medicaid Services. The company introduced Employer Solutions for employer groups and brokers and expanded its St. Petersburg, Florida, contact-center operations. Physical expansion continued in 2014, when the company opened a contact center in Phoenix, Arizona. In December of that year, Peloton Equity supplied growth capital, and Carlos Ferrer and Theodore Lundberg joined the board. In May 2015, Leslie V. Norwalk and Richard Fernandes were added as directors, bringing experience from CMS and Affinion Group respectively. During 2015, the company adopted a new corporate name as its service portfolio expanded. Its Connecticut headquarters moved from Shelton to Trumbull. It also launched Stars Solutions, a modular offering for Medicare managed-care plans that allowed insurers to target member and physician opportunities related to Medicare quality initiatives. Later that year, it introduced ClearChoice Exchange, a national multi-carrier retiree exchange that included a UnitedHealthcare preferred-provider-organization group plan alongside individual Medicare Advantage plans. HealthPlanOne's documented footprint includes seven contact centers: two in Arizona, three in Florida, one in Westford, Massachusetts, and one in Shelton, Connecticut. Its overall business model combines digital lead generation, brokerage support, exchange operation, outsourced sales, member acquisition, and contact-center services. The available reference material does not identify a public listing, a current parent company, or a current chief executive, so those details remain unspecified.
- 2015
New solutions and corporate expansion
[1]The company moved its headquarters to Trumbull, launched Stars Solutions and ClearChoice Exchange, and expanded its board.
- 2014
Phoenix expansion and Peloton Equity investment
[1]HealthPlanOne opened a Phoenix contact center and received growth capital from Peloton Equity.
- 2013
Member Acquisition and Web Broker authorization
[1]The company entered outsourced member acquisition, launched Employer Solutions, and became an authorized CMS Web Broker Entity.
- 2012
Broker technology and mobile launch
[1]HealthPlanOne launched its cloud-based Licensed Broker Solutions Center and a mobile application.
- 2011
Leadership in exclusive Medicare leads
[1]HealthPlanOne became the largest provider of exclusive Medicare leads in the United States, according to the reference material.
- 2010
Expansion of lead-generation categories
[1]The company added individual, family, and group leads to its Medicare lead business.
- 2008
Venture financing and Medicare expansion
[1]HealthPlanOne raised $6.5 million in venture capital and expanded into Medicare.
- 2007
Entry into brokerage
[1]The company entered the health-insurance brokerage business.
- 2006
HealthPlanOne is founded
[1]Bill Stapleton founded HealthPlanOne in Southport, Connecticut.
Products and positioning
A specialized U.S. health-insurance distribution and outsourced member-acquisition partner serving health plans, brokers, employers, retirees, and individual consumers, with a strong focus on Medicare.
Insurance exchange
Nationwide Medicare Exchange
A nationwide exchange supporting the marketing and enrollment of Medicare-related insurance options. It formed part of HealthPlanOne's shift from basic lead generation toward a broader digital distribution and brokerage-support model.
Sales technology · 2012
Licensed Broker Solutions Center
An integrated, cloud-based sales technology platform launched to support licensed brokers and insurance-distribution workflows. The platform represented HealthPlanOne's effort to combine technology with its brokerage and lead-generation operations.
Mobile software · 2012
Mobile Application
A mobile application introduced as part of HealthPlanOne's technology expansion. The available source identifies the launch but does not specify the application's operating systems, feature set, or current availability.
Employer and group insurance services · 2013
Employer Solutions
A service offering aimed at employer groups and brokers. It extended HealthPlanOne's acquisition and distribution capabilities beyond individual Medicare consumers into employer-sponsored and group-retiree insurance opportunities.
Medicare managed-care support · 2015
Stars Solutions
A modular program for Medicare managed-care plans. It was designed to let insurers tailor initiatives around member and physician opportunities associated with Medicare quality and Stars-related performance goals.
Retiree health-insurance exchange · 2015
ClearChoice Exchange
A multi-carrier exchange for employer groups and retirees. Its documented structure combined a national preferred-provider-organization group plan from UnitedHealthcare with individual Medicare Advantage plans, giving retirees access to group and individual coverage pathways through one exchange model.
Outsourced sales and contact-center services · 2013
Member Acquisition services
A full-service contact and sales-center offering for national and regional health plans. The service broadened HealthPlanOne's role from supplying leads to helping insurers acquire prospective members through managed sales and contact operations.
Brand decisions
2015
Launch Stars Solutions and ClearChoice ExchangeProduct launchBackground
HealthPlanOne was expanding its services for Medicare managed-care plans, employers, brokers, and retirees.
Action taken
It introduced Stars Solutions for tailored Medicare quality initiatives and launched ClearChoice Exchange as a multi-carrier retiree exchange.
Aftermath
The initiatives positioned the company across both insurer performance support and retiree-plan distribution.
2013
Move into outsourced member acquisitionStrategyBackground
HealthPlanOne had established capabilities in insurance leads and brokerage support and sought to serve health plans more directly.
Action taken
It created a Member Acquisition business operating as a full-service contact and sales center for national and regional health plans.
Aftermath
The company became a broader outsourced distribution partner rather than only a supplier of prospective-customer leads.
2013
Develop employer and retiree distribution servicesStrategyBackground
The company was extending its marketplace coverage beyond individual Medicare shoppers.
Action taken
HealthPlanOne launched Employer Solutions for employer groups and brokers and continued expanding group and retiree exchange capabilities.
Aftermath
This broadened the addressable market to employer-sponsored and retiree health-insurance arrangements.
2012
Launch the Licensed Broker Solutions CenterProduct launchBackground
HealthPlanOne was expanding beyond internet lead generation and needed technology to support licensed insurance brokers and sales workflows.
Action taken
The company launched an integrated, cloud-based sales technology platform and a mobile application.
Aftermath
The launches broadened the company's offering from leads into broker enablement and digitally supported insurance distribution.
2008
Enter Medicare and scale brokerage operationsStrategyBackground
After beginning as a brokerage business, HealthPlanOne sought capital to expand its distribution activities and enter the Medicare marketplace.
Action taken
The company raised $6.5 million in venture capital and developed Medicare lead and exchange capabilities.
Aftermath
Medicare became the company's principal area of specialization and supported subsequent expansion into technology, exchanges, and outsourced insurer services.
Venture capital raised. $6.5 million (2008)
Recent events
Reported
HealthPlanOne named to Marcum Tech Top 40[2]
HealthPlanOne was named to the 2021 Marcum Tech Top 40 list, which recognizes fast-growing technology and life sciences companies in Connecticut.
Reported
HPOne named to 2020 Marcum Tech Top 40[3]
HPOne was named to the 2020 Marcum Tech Top 40 list, which recognizes fast-growing technology and life sciences companies in Connecticut.
Sources3 sources
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