Connie Health is named after a grandmother. Michael Scopa, one of its founders, chose his maternal grandmother Connie Francis as the company’s namesake. It is a pleasantly unfashionable choice for a business selling technology-assisted insurance guidance. A grandmother suggests someone you know, someone whose questions cannot be dismissed as a support ticket. The name gives the company a demanding standard before the software has done anything at all.
- Compare Medicare plans around doctors, prescriptions and budget.
- Get help from licensed agents, with continuing support after enrollment.
- Pay no advisory fee; insurers fund the brokerage through commissions.
Its practical proposition is straightforward: combine plan-comparison technology with local licensed agents who can explain the options. Medicare beneficiaries get help choosing coverage and using it afterward. Family members helping an older relative can use the guidance too. The distinctive ambition is to make a consequential insurance decision feel like a continuing conversation.
01 / The question that kept coming back
Before Connie, Oded Eran, David Luna and Scopa worked at Iora Health, the primary-care company. Their experience put them close to the consequences of insurance choices. In a 2021 Houston Chronicle account, Luna described repeated calls from people confused about Medicare and unsure whom to trust. The founders established Connie in 2019. Their opportunity emerged from a problem that kept arriving at the provider’s door.
Luna’s own route into insurance began with translation. Connie’s Spanish-language site describes him helping construction workers understand their benefits, then obtaining his insurance license in 2000. There is an instructive detail here: the valuable service began with making something intelligible. A policy can contain the answer and still fail to communicate it.
02 / Your doctor belongs in the calculation
Medicare choice is intensely personal. Two people in the same neighborhood can need different coverage because they see different specialists, take different medicines or have different budgets. A price comparison becomes much more useful when it includes the care somebody already relies on. The plan with the enticing brochure may have an inconvenient answer to a very ordinary question: can I keep my doctor?
Connie’s recommendation technology considers providers, medications and desired benefits. Its agents add knowledge of local plans and healthcare networks. The company offers guidance on Medicare Advantage, Medicare Supplement insurance, commonly called Medigap, and stand-alone Part D prescription drug coverage. These are different coverage choices, so the work includes explanation as well as comparison.
Consumers can begin with their ZIP code and seek agent assistance. Connie’s early enrollment offering included online, telephone and home-visit options. Its broader service extends to finding doctors and specialists and understanding benefits after enrollment. That last part matters: an insurance card does not automatically teach its owner how to use the insurance.
03 / Free advice has a paying customer
Connie’s advisory service costs consumers nothing, and there is no obligation to enroll. Insurance companies pay the brokerage. Connie says its agents receive the same commission regardless of the company or plan selected. That is its stated answer to a familiar concern: whether the recommendation is shaped by the adviser’s payday.
The zero price applies to Connie’s advice. The coverage itself can still involve premiums, deductibles and other out-of-pocket costs. A conversation about affordability therefore needs to move beyond the price of the consultation. The useful question is what the person may spend while receiving care, and whether the available coverage fits the life they actually lead.
The distinction deserves precision. Connie is a private licensed insurance agency. It does not offer every plan available in an area, and represented insurers vary by location. Equal agent commissions do not turn a limited menu into the entire market. Medicare.gov and State Health Insurance Assistance Programs provide separate ways to explore options, including free personalized SHIP counseling.
Commercial alternatives include other local brokers and national platforms such as GoHealth and eHealth. Connie competes on the combination of technology, community knowledge and continued assistance. Its 2021 announcement even said agents would often advise people to keep their existing plan when it suited their needs. Sometimes the useful recommendation is permission to leave well enough alone.
“Insurance is sold, it's not bought.”
Oded Eran / CB Insights / September 2026
04 / Someone has to answer afterward
A relationship promise needs an operating system behind it. Connie’s agent recruitment materials advertise qualified appointments, proprietary technology, training and contracting support. They also describe Connie Concierge, a team that supports customers after enrollment. The division of labor gives agents help with the administrative work that can consume a working day.
This is the part another business can copy: identify what makes a skilled person unavailable, then build support around those tasks. Connie publicly emphasizes proactive contact and lasting relationships. Whether those promises endure depends on execution. A recommendation engine cannot compensate for a missing follow-up, however elegantly it ranks the options.
05 / The neighborhood gets a national balance sheet
Connie announced a $13 million Series A in July 2021, following a $3 million seed round. Khosla Ventures and Pitango HealthTech led the Series A. The company said the money would improve its recommendation technology and expand its agent network. Geographic expansion followed, including a Georgia announcement in 2023.
in June 2026
reported that month
Company-reported figures. Total funding reported: $85 million.
By June 2026, acquisition had become a visible part of the strategy. Connie announced completed integration of Clearlink’s Medicare business, its tenth acquisition, and disclosed a $40 million Series B led by HealthQuest Capital. It reported $85 million in total funding. The release described the financing as having been led the previous year; June was the announcement date.
06 / Coverage becomes a provider problem
The business also reaches healthcare organizations. Connie’s partnership offering targets risk-bearing providers, with patient education, enrollment support and reporting. The aim includes keeping Medicare patients aligned with their care teams. Its partnership site says patients and providers pay no service fee; health-plan commissions supply revenue.
That expansion raises a useful test for Connie’s original idea. Advice must account for the patient’s preferences, the actual plan menu and the continuing availability of care. The model is useful when reliable comparisons meet attentive human explanation. It has limits when the desired plan is outside the brokerage’s offering or coverage does not fit. Connie’s grandmother-inspired promise will be judged in those ordinary, awkward conversations.