One of the industry’s premier insurance marketing organizations (IMOs), has acquired Fair Square Medicare, a health care platform designed to simplify the Medicare experience for seniors. This strategic acquisition enhances SMS’ suite of digital tools and reinforces its commitment to providing guidance to seniors as they navigate Medicare coverage.
Fair Square Medicare is recognized in the industry for its proprietary software platform that transforms how seniors select and utilize their benefits. The company distinguishes itself through a “care navigator” model, using advanced algorithms to help seniors and agents identify optimal coverage, while handling complex administrative tasks on the member’s behalf. Through a dedicated portal, seniors can access benefit information, contact agents, and undergo automated annual reviews to ensure their coverage remains cost-effective as their needs evolve.
“Fair Square Medicare has successfully built a model that combines the efficiency of technology with the empathy of personal service,” said John Haver, President of SMS. “Their digital platform is not just about enrollment but also about lifelong engagement and advocacy. We are excited to welcome Daniel Petkevich and his team to the SMS family as we continue to innovate and elevate the standard of service in the Medicare market.”
The partnership aligns Fair Square’s robust technological infrastructure with SMS’ national scale. SMS and parent company Alliant Insurance Services selected Fair Square to leverage its proven software capabilities and high member-retention rates. Conversely, joining SMS provides Fair Square with access to a broader network of carriers, extensive distribution channels, and the operational resources needed to scale its comprehensive care platform to a national audience.
“We started Fair Square with a mission to build a comprehensive care navigator that seniors can trust for the rest of their lives,” said Daniel Petkevich, Founder and CEO of Fair Square Medicare. “Joining SMS and Alliant allows us to supercharge that mission. We now have the backing of these industry leaders to accelerate our product development and reach more seniors with the transparent, technology-backed guidance they deserve.”
