Helping agencies grow stronger while staying true to their roots.
Independent agencies are the heart of health insurance. They bring local knowledge, personal relationships, and a sense of trust that big organizations can’t replicate. But as the market grows more complex, many owners feel caught between two difficult paths — sell the business they’ve built or try to compete alone.
At Cresso Health, we believe there’s a better option. Growth doesn’t have to mean giving up independence. With the right partnership, it can mean more opportunity, more stability, and more impact — without losing the culture and identity that make your agency special.
The Independence Dilemma
Running an independent agency today requires more than expertise in plans and premiums. It demands technology investments, compliance infrastructure, marketing reach, and carrier relationships that take time and capital to build. For many founders, these pressures create an impossible trade-off: stay small and limit growth, or sell to a larger organization and risk losing control.
Cresso was founded to rewrite that equation. We provide the capital and operational support agencies need to scale — while keeping ownership, leadership, and brand intact.
Growth Designed Around You
Through our Capital Infusion program, we invest in your future, not in taking over your past. Agencies use this funding to expand into new geographies, hire more licensed agents, strengthen marketing, or explore new product lines like Medicare Advantage or ACA Marketplace coverage.
Our team supports that growth with:
- Strategic Guidance from experienced operators who understand how to navigate regulatory seasons and carrier partnerships.
- Technology and Training that simplify workflows and improve member experiences.
Access to New Markets through our national relationships and multi-product portfolio. - Built-In Compliance Tools that protect your reputation and let you scale safely.
Every element is customizable, because no two agencies have the same story or ambitions.
Collaboration Over Control
Partnership at Cresso means collaboration — not acquisition. We listen first, plan second, and act together. You decide your direction; we help you get there faster and more securely.
That balance allows founders to focus on leadership and growth instead of administrative burden. It also reassures clients that their trusted agency remains the same — only stronger and better equipped for the future.
A Model for Sustainable Growth
Independence has always been a strength. Our mission is to protect it while providing the resources it deserves. By combining capital, expertise, and technology, Cresso helps agencies achieve the scale they need without sacrificing the personal service that defines them.
Growth and independence can coexist — when partnership is built on respect.
Discover how Cresso Health helps independent agencies grow their way.
