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Rooted Benefits

Medicare help and Medicare 101 classes with licensed advisors

healthcare | health insurance / Medicare education and enrollment
Stageunfunded
Raised$0
Founded2019
Employees3
LocationThe Woodlands, TX
Business modelB2C, B2B2C (direct consumer guidance with licensed advisors; appears to serve individuals nationwide and may partner with carriers/advisors)

About

Rooted Benefits provides education-first guidance on government-sponsored health coverage, including Medicare, Affordable Care Act (ACA) marketplace plans, and coverage transitions related to retirement, job changes, and life transitions. We help individuals, families, and communities understand their options, clarify timelines, and make confident decisions without sales pressure. Our licensed advisors offer clear, unbiased explanations of coverage programs and the pathways that fit each person’s situation. We also support organizations and public entities with health coverage education and access initiatives that reduce uninsured gaps and improve community outcomes. At Rooted Benefits, community comes first, and our mission is to help people navigate health coverage with clarity, confidence, and care.

Product

Value proposition
A community-first Medicare guidance service offering unbiased advisor support, year-round access, and plain-English explanations to help people understand options and enroll with confidence.
Target customers
Individuals newly eligible for Medicare seeking education and enrollment guidance; open to clients nationwide

Categories

Medicare guidanceMedicare educationInsurance agencySenior healthHealthcare consumer support

Products

Medicare 101 classesone-on-one licensed advisor supportyear-round support and plan reviewsbilling and claims assistanceenrollment guidanceoptional annual plan reviews

Key features

Medicare 101 classeslicensed advisor one-on-one supportU.S.-based customer serviceunbiased advicemulti-carrier option comparisonsyear-round accesspost-enrollment support

Technologies

web platformcustomer support systems

Target conditions

Medicare AdvantageMedicare Part DMedicare enrollment decisionsCare plans for seniors

Care settings

virtualin-person (local hometown service)phone/text supportonline class format

Traction metrics

2,500+ people helped collectively with Medicare decisions

News

More links

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Profile updated Jul 29, 2026. Sources: rootedbenefits.org

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