Overview
Trusty (now operating as Circle since May 2024) is a distribution technology platform for the health insurance ecosystem, focused on Medicare sales enablement and member engagement. The company serves health insurance carriers, field marketing organizations (FMOs), and independent brokers and agents.
The platform is delivered as SaaS with API integrations and includes tools for quoting, enrollment, commissions management, and member engagement. Core integrations include CMS Blue Button 2.0 for beneficiary drug and claims data, ConnectureDRX for enrollment submission, and connections to Salesforce, Guidewire, Duck Creek, and Epic. The rebrand introduced three product lines -- CircleActivate, CircleCompare, and CircleCommerce -- consolidating the earlier Trusty Select Pro and Back Office Pro offerings.
Founded in 2018 by Joseph Schneier (CEO) and Gerry Carey (CTO), the company grew from 1,000 to 50,000 contracted brokers in 18 months and has raised USD 13M across four rounds. Investors include StartUp Health, Gaingels, Dreamit Ventures, Esther Dyson, and Rebalance Capital.
Products & Services
CircleActivate
Member engagement module for reducing churn through proactive outreach, satisfaction tracking, and retention workflows. Designed for carriers managing Medicare Advantage member books.
Key Features
- Proactive member outreach workflows
- Satisfaction tracking and retention analytics
- Churn reduction tools for Medicare Advantage plans
Target Users: Health insurance carriers and regional health plans
CircleCompare
Quote-and-enroll platform for Medicare Advantage, Prescription Drug Plans (PDP), and Medicare Supplement. Integrates with ConnectureDRX APIs for application submission.
Key Features
- Side-by-side plan comparison across carriers
- CMS Blue Button 2.0 integration for drug pricing on up to 5,000 beneficiaries simultaneously
- 100% in-good-order application submissions via Universal eApp
- Off-marketplace individual (U65) and ancillary product support
Target Users: FMOs, independent Medicare brokers and agents
CircleCommerce
Commissions and back-office management platform for tracking sales commissions, managing contracting workflows, and reconciling carrier payments.
Key Features
- Commission tracking and reconciliation
- Contracting and licensing workflow management
- Compliance reporting and pipeline analytics
Target Users: FMOs and agency administrators
Lead and Enrollee Management
Unified system for managing leads through the full sales lifecycle, from acquisition through enrollment and ongoing engagement. Provides reporting and pipeline visibility.
Key Features
- Lead acquisition and lifecycle tracking
- Enrollment workflow management
- Reporting and business strategy analytics
Target Users: Carriers, FMOs, Medicare brokers
At a Glance
- Founded
- 2018
- Headquarters
- New York, NY, USA
- Employees
- 11-50
- Funding
- Seed
Category & Focus
- Category
- Distribution Technology
- Subcategories
- Quote-to-Enroll Commissions Management Member Engagement
- Insurance Verticals
- Health
- Target Customers
- Carriers, Brokers, Agents/Agencies
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Last updated: 2026-04-09