Insights

Agency scale National Field Marketing Organization focused on senior health insurance with 11-50 employees and partners with top rated carriers, indicating a sizeable partner base and multi-state potential for cross-sell and carrier onboarding opportunities.

Training and enabling Strong emphasis on agent trainings, marketing opportunities, and innovative technology suggests opportunities to upsell training platforms, marketing automation, and compliance support services to independent agents and evolving agencies.

Compliance edge Dedicated quality assurance ensuring applications are complete and carrier-compliant presents a sales angle for tools or services that enhance submission accuracy, reduce rework, and improve underwriting timelines.

Tech stack Adoption of digital tools and platforms (WordPress, gravity forms, Google Tag Manager, mapping plugins) indicates openness to technology partnerships, integration services, and security/compliance enhancements for agent workflows.

Financial potential Revenue range of 50M-100M and a network of independent agents imply recurring revenue opportunities through platform licensing, enterprise-level services, or partnership programs targeting large agency networks within senior health insurance.

Financial Grade Senior Consultants Tech Stack

Financial Grade Senior Consultants uses 8 technology products and services including accessiBe, Salesforce, Register.com, and more. Explore Financial Grade Senior Consultants's tech stack below.

  • accessiBe
    Accessibility
  • Salesforce
    Customer Relationship Management
  • Register.com
    Domain Name Services
  • Google Maps
    Maps
  • Office 365
    Office Suites
  • Microsoft Teams
    Team Collaboration
  • Gravity Forms
    Web Platform Extensions
  • MonsterInsights
    Web Platform Extensions

Financial Grade Senior Consultants's Email Address Formats

Financial Grade Senior Consultants uses at least 1 format(s):
Financial Grade Senior Consultants Email FormatsExamplePercentage
First@financialgrade.comJohn@financialgrade.com
82%
First.Last@financialgrade.comJohn.Doe@financialgrade.com
9%
FirstLast@financialgrade.comJohnDoe@financialgrade.com
9%

Frequently Asked Questions

What is Financial Grade Senior Consultants's official website and social media links?

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Financial Grade Senior Consultants's official website is financialgrade.com and has social profiles on LinkedIn.

How much revenue does Financial Grade Senior Consultants generate?

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As of August 2026, Financial Grade Senior Consultants's annual revenue is estimated to be $50M - $100M.

What is Financial Grade Senior Consultants's SIC code NAICS code?

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Financial Grade Senior Consultants's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Financial Grade Senior Consultants have currently?

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As of August 2026, Financial Grade Senior Consultants has approximately 15 employees across 1 continents, including North America. Key team members include Recruiter: R. P.. Explore Financial Grade Senior Consultants's employee directory with LeadIQ.

What industry does Financial Grade Senior Consultants belong to?

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Financial Grade Senior Consultants operates in the Insurance industry.

What technology does Financial Grade Senior Consultants use?

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Financial Grade Senior Consultants's tech stack includes accessiBeSalesforceRegister.comGoogle MapsOffice 365Microsoft TeamsGravity FormsMonsterInsights.

What is Financial Grade Senior Consultants's email format?

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Financial Grade Senior Consultants's email format typically follows the pattern of First@financialgrade.com. Find more Financial Grade Senior Consultants email formats with LeadIQ.

When was Financial Grade Senior Consultants founded?

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Financial Grade Senior Consultants was founded in 2005.
Financial Grade Senior Consultants logo

Financial Grade Senior Consultants

InsuranceCalifornia, United States11-50 Employees

Financial Grade Senior Consultants operates as a national field marketing organization within the insurance sector, focusing on senior health insurance. Based in San Diego, California, the firm partners with independent agents to provide access to premier senior health insurance products, supported by training, marketing opportunities, and technology designed to help agents grow their agencies while serving senior clients. Its services emphasize compliance and accurate, timely submission of applications, with a quality assurance team dedicated to ensuring carrier guidelines are met and inconsistencies are resolved. The company positions itself as a facilitator for agents seeking to expand their independent practice in the senior health market, leveraging a long-standing presence in the field to support agents through product access, guidance, and operational support. A notable development in its recent activity includes the launch of a new agent-focused tool in 2020, aimed at improving onboarding and guidance for agents navigating MSIQ and related processes.

Section iconCompany Overview

SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Financial Grade Senior Consultants's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Financial Grade Senior Consultants's revenue is estimated to be in the range of $50M - $100M

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