Your Way Medicare has been sold to Accretive, a portfolio company of GTCR

Your Way Medicare

Headquartered in Chicago, Your Way Medicare is a mission-driven, purpose-built Medicare Advantage member engagement and navigation platform. The company utilizes a consumer-centric, compliance-driven approach to place policies on behalf of all leading Medicare Advantage carriers as well as select regional plans. Your Way Medicare differentiates itself from other insurance brokerages by engaging consumers to better understand their medical and financial needs, identifying the optimal policy option addressing those needs and encouraging recurring interaction with those consumers to promote lifetime relationship value. The company also supports eligible seniors in receiving health risk assessments as well as enrolling in value-based care and primary-care programs.

The Deal

Your Way Medicare was founded by seasoned Medicare Advantage distribution executives who saw an opportunity to establish a long-term oriented solution that serves seniors as their plan selection habits in Medicare Advantage evolve. The company starts by hiring only the highest quality agents, with the goal of establishing a long-term relationship with the plan member. This has allowed Your Way Medicare to transition Medicare Advantage brokerage away from a carrier-focused, transactional model and towards a carrier-agnostic, member relationship-focused platform. After experiencing rapid organic growth, Your Way Medicare was looking for a strategic partner to further accelerate growth and open additional distribution channels.

Our Perspective

Barry Freeman, Managing Director in Lincoln’s Healthcare Group, commented, “We continue to see very strong investor interest for business solutions supporting Medicare Advantage, the largest and most rapidly growing insurance market. As Medicare Advantage penetration among seniors crosses the 50% threshold, competition for new members amongst carriers will intensify. Innovative and compliance-focused players like Your Way Medicare have an increasingly important role to play in connecting prospective plan members with the right Medicare Advantage managed care organizations to meet their needs, helping facilitate a transition towards more value-based care, greater member satisfaction and reduced member churn. We look forward to the future success of Your Way Medicare’s partnership with Accretive.”


Accretive consists of 2,000+ experts spanning 46 states, with the mission of facilitating growth and innovation in the specialty, program and wholesale insurance markets. With a leadership team of industry-recognized innovators, Accretive organizations have an established track record of building ground-up solutions, differentiated product delivery and industry specialization.

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Any information or testimonials contained in this post may not be representative of the experience of other clients and is no guarantee of future performance or success.