Six operating companies, one value chain
Each company owns one step between the first lead and the reinsured policy. Four are operating today, one is in private beta, and one is in development pending state approval.
One chain, read in order
The companies are listed the way a policy actually moves: demand first, then the infrastructure and software that carry the conversation, then the distribution that writes the case, then the product that holds the risk.
- Each company has its own customers, its own product decisions, and its own reason to exist.
- Four of the six sell outside the group, which is how we know the layer is competitive.
- What is live and what is planned is labeled on every section below, and nowhere blurred together.
Solved Marketing
Owned lead acquisition for Medicare, life, and final expense. Generated in house, sold once.
Jump to sectionSolved Telephony
Tier 2 carrier interconnects, numbers, messaging, and AI Voice Agents at $0.10 a minute.
Jump to sectionAgentTech Dialer
The dialer, CRM, and compliance platform the group sells and runs its own floors on.
Jump to sectionSolved Enroll
Multi-product quoting and enrollment across Medicare, life, and ancillary. Private beta.
Jump to sectionSolved Solutions
The FMO. Carrier appointments for Medicare and final expense with the stack included.
Jump to sectionSolved Insurance
Proprietary products and the MGA business, operating as Solved Re Inc. In development.
Jump to sectionWhere each company stands
The distinction that matters most on this site: what is carrying real customers today, what is in beta, and what is still pending approval.
| Company | Stage | What it owns in the chain | Sells outside the group |
|---|---|---|---|
| Solved Marketing | Operating | Lead acquisition for Medicare, life, and final expense, generated in house rather than bought from an aggregator. | Yes. Agencies and carriers outside the group buy leads. |
| Solved Telephony | In production | Carrier interconnects, DID inventory, messaging, call control, and AI Voice Agents. | Yes. Other software platforms and businesses run on these rails. |
| AgentTech Dialer | In production | Dialing, CRM, recording, transcription, and compliance scoring for insurance sales floors. | Yes. Paying agencies with no other relationship to the group. |
| Solved Enroll | Private beta | Quoting, pre-qualification, and enrollment across Medicare, life, and ancillary on one client record. | Beta cohorts only. Public rollout planned for 2027. |
| Solved Solutions | Operating | FMO contracting and carrier appointments for Medicare and final expense distribution. | Yes. Independent producers and agencies contract through it. |
| Solved Insurance and Solved Re | In development | Proprietary products, MGA operations, and the structuring of retained risk. | Nothing on sale. Products are pending state approval. |
01. Demand
Solved Marketing
Owned and operated lead acquisition, and the first company in the chain. The top of the funnel should not be rented.
Solved Marketing generates insurance demand in house across three verticals: Medicare, including Advantage, Part D, and Medicare Supplement; life insurance, term and permanent, with the coverage amount captured; and final expense, with the monthly budget captured. Final expense gets the most attention because it is the wedge for the group's own product.
Because the demand is generated rather than purchased, exclusive means what it sounds like. A lead is sold once, to one buyer, and never resold later as an aged record. There is no upstream aggregator holding a copy of it. Consent is captured at acquisition with the exact disclosure language, timestamp, IP, and page stored per lead and retrievable on request.
Who buys from it. Agencies and carriers outside the group, the sales floors inside it, and producers contracted through Solved Solutions. Pricing is quoted per lead by program rather than published, because filters, geography, and committed volume all move it.
Live today
- Exclusive leads in Medicare, life, and final expense, delivered on submission rather than in a nightly batch.
- Four delivery paths: native into an AgentTech campaign, native into a Solved Enroll client record, HTTP post, or webhook.
- Pre-delivery filters, daily and hourly pacing, dayparting, and a written credit policy agreed before purchase.
Where it sits in the chain
Nothing sits upstream of it, which is the point. Downstream, a delivered lead lands in an AgentTech Dialer campaign or a Solved Enroll client record within seconds, and is worked by a producer that Solved Solutions has already contracted.
02. Infrastructure
Solved Telephony
The voice layer, held rather than resold. Tier 2 carrier interconnects, number identity, programmable call control, and AI Voice Agents.
Solved Telephony exists because running a production insurance calling operation on wholesale minutes resold from a layer above meant every escalation moved upstream and every route problem became an argument. Holding the interconnects and the routing tables moves the escalation back inside the group.
The company sells connectivity, DID inventory and porting, SMS and MMS, programmable routing, recording and transcription, hosted PBX, and AI Voice Agents as a managed product billed at $0.10 per minute of talk time. It is in production with paying customers, and a meaningful share of them have no other relationship with Solved Ventures.
Who buys from it. AI agent platforms, dialer and contact center software, call tracking companies, vertical SaaS embedding voice, and businesses that just want a phone system billed by usage. AgentTech Dialer is a customer on the same rails.
Live today
- Origination and termination on interconnects the company holds itself, with a second path on every destination.
- AI Voice Agents at $0.10 per minute of talk time, outbound and inbound, with warm transfer to a human.
- Recording, transcription, STIR/SHAKEN attestation, and per-leg call detail records produced by the network itself.
Where it sits in the chain
Upstream, Solved Marketing hands it a lead with consent attached. Downstream, it carries every conversation AgentTech Dialer runs, so the call quality and the compliance artifacts belong to the group rather than to a vendor's support queue.
03. Software
AgentTech Dialer
The dialer, CRM, and compliance platform built for insurance sales floors, at a flat $50 per seat plus usage.
AgentTech Dialer is where the conversation happens. Multi-mode dialing, a CRM built around an insurance case rather than a generic contact, recording and transcription, live coaching, and compliance scoring on every recorded call, flagged for a supervisor rather than filed away.
Pricing is one flat seat fee plus usage, with no feature tiers, because the group built the platform for its own floors first and a tiered version of your own tool is an odd thing to sell yourself. It is in production carrying real insurance traffic, and agencies with no other connection to the group are paying customers.
Who buys from it. Insurance call centers, agency owners running a floor, and independent producers who want the compliance record to exist without building it. Producers contracted through Solved Solutions get access as part of the contract.
Live today
- One seat price with the CRM, recording, transcription, and AI coaching included rather than tiered.
- Post-call compliance scoring against Medicare and insurance sales requirements, with the evidence kept on the case.
- Native lead delivery from Solved Marketing, so a new record is dialable without an integration project.
Where it sits in the chain
Upstream, Solved Telephony carries the calls and Solved Marketing fills the campaign. Downstream, a qualified conversation moves into Solved Enroll to be quoted and enrolled without the fact-find being collected twice.
04. Software
Solved Enroll
Multi-product quoting, pre-qualification, and enrollment across Medicare, life, and ancillary, on one client record. In private beta.
Most quoting tools are built for one line of business, so an agent who sells three lines works in three systems and asks the same client the same questions three times. Solved Enroll holds one client record: the fact-find that pre-qualified a life case also quotes Medicare and attaches ancillary.
Carrier underwriting rules are versioned data inside the platform rather than a folder of PDFs and an agent's memory. The AI Plan Recommender sits on top of that and returns ranked, explainable matches, and it is the comparative underwriting method in daily use rather than in a slide.
Who uses it. Agencies onboarded in private beta cohorts, plus the group's own floors. The public rollout is planned for 2027, and the recommender is designed to be licensable as a REST API or an MCP server.
In the beta today
- Quoting and enrollment across Medicare lines, life, and ancillary from a single client record.
- Encoded, versioned carrier rules, so a decision made last quarter can be reconstructed this quarter.
- The AI Plan Recommender returning ranked matches with the reasoning attached to the case.
Where it sits in the chain
Upstream, AgentTech hands over a worked conversation and Solved Marketing can deliver a lead straight into a client record. Downstream, a submitted application belongs to a carrier appointment held through Solved Solutions, and eventually to a Solved Insurance product.
05. Distribution
Solved Solutions
The FMO. Carrier appointments for Medicare and final expense, with the group's technology included in the contract.
Solved Solutions is the contracting arm, and its promise is plain: contract once, then sell with the stack. Direct and top-level contracts for Medicare and final expense, with a contracting path built to finish rather than stall in an email thread nobody owns.
A contract brings the rest of the group with it. AgentTech Dialer seats, Solved Enroll access as cohorts open, and exclusive leads from Solved Marketing come with the appointment instead of being sold back to the producer as three separate vendor relationships.
Who contracts through it. Independent licensed producers, agency owners with a downline or a sales floor, and agents new to the stack. Commission levels, hierarchies, advances versus as-earned, and statement reconciliation are discussed directly rather than published.
Live today
- Medicare and final expense appointments, worked through to completion rather than handed off as a form.
- The group's technology included with a contract, plus access to owned demand from Solved Marketing.
- A three-step path: apply and describe the book, complete appointments, then launch production.
Where it sits in the chain
Upstream, it decides who is licensed and appointed to work what Solved Marketing generates and what AgentTech and Solved Enroll present. Downstream, it is the reason a Solved Insurance product will have a contracted field force on the day it clears approval.
06. Product and risk
Solved Insurance and Solved Re
The products and MGA business, operating as Solved Re Inc. In development, pending state approval, with nothing on sale.
Owning the product is what turns a lower cost structure into better pricing instead of a wider margin. Everything upstream of this company can be efficient and the policyholder still pays the old price unless someone owns the product being sold.
The first product in development is simplified issue final expense whole life, for burial and end-of-life costs, with level premiums and no paperwork marathon. It is the wedge because the need is real, the risk profile is manageable, and it is a product the founders have personally sold. Additional life and senior market lines are planned to follow, state by state, as they clear development and approval.
Who it will serve. Consumers, through producers contracted by Solved Solutions. The consumer action today is joining the waitlist. No premium, rate, face amount, decision time, or approved state list is published, because none of that is approved.
What exists today
- Product design and filing work on simplified issue final expense whole life.
- The comparative underwriting method that the pricing approach depends on, already running inside Solved Enroll.
- A contracted distribution channel through Solved Solutions, and an agent roster being recruited for launch.
Where it sits in the chain
Upstream is everything else on this page: owned demand, owned rails, owned software, owned distribution. Downstream, Solved Re structures the retained risk deliberately, so persistency and loss experience are an owned outcome rather than somebody else's quarterly report.
The handoffs are the product
A fragmented chain loses margin and information at every boundary. These are the five boundaries the group owns on both sides.
Demand into conversation
A lead from Solved Marketing posts into an AgentTech campaign on submission, with consent language, timestamp, and source attached. No file transfer, no overnight batch, no second buyer holding the same record.
Conversation onto owned rails
The call runs on Solved Telephony, so route quality, recording, transcription, and attestation are produced by infrastructure the group holds rather than requested from a vendor after the fact.
Conversation into a quote
A qualified case moves from AgentTech into Solved Enroll with the fact-find intact, so the client answers each question once and the recommendation is made against encoded carrier rules.
Quote into a written case
The producer writing it is appointed through Solved Solutions, which means the licensing, the appointment, and the hierarchy were settled before the case existed instead of during it.
Written case into held risk
When Solved Insurance products clear approval, the case can be placed on a proprietary product and the risk structured through Solved Re. Until then, cases are placed with carriers and the group earns on distribution.
Where to go next
The same six companies, read through whichever lens you came here with.
How the companies connect
The chain as tiers, what each participant plugs into, and what is deliberately not shared.
Read moreWhy we own the stack
The four operating pillars, why they compound, and what would break the thesis.
Read morePatented underwriting
The comparative quoter, AI agents on owned rails, and which platforms run today.
Read moreFor investors
The thesis in plain terms, what is de-risked today, and what is still ahead.
Read moreFor carriers and MGAs
Appointed producers, owned demand upstream, and a real production environment.
Read moreWho runs it
Dustin Snider and Abri White, and why every platform started as an internal fix.
Read moreFAQs
Questions about the companies
What are the six operating companies?
Solved Marketing generates owned demand. Solved Telephony holds the carrier interconnects and sells AI Voice Agents. AgentTech Dialer is the dialer, CRM, and compliance platform. Solved Enroll handles multi-product quoting and enrollment. Solved Solutions is the FMO that contracts producers. Solved Insurance, operating as Solved Re Inc., is the products and MGA business.
Which of these can I buy from today?
AgentTech Dialer and Solved Telephony are in production with paying customers inside and outside the group, including AI Voice Agents at $0.10 per minute of talk time. Solved Marketing sells exclusive leads today and Solved Solutions contracts producers today. Solved Enroll is in private beta and onboards agencies in cohorts. Solved Insurance has nothing on sale.
Can a customer use one company without the others?
Yes, and most do. A platform can buy telephony without ever touching the dialer, an agency can run AgentTech seats on leads it sources elsewhere, and a producer can contract through Solved Solutions and keep their existing tools. The integration is an advantage that is offered, not a condition of buying.
When will Solved Enroll be generally available?
The public rollout is planned for 2027. Until then it is in private beta with agencies onboarded in cohorts, which keeps the carrier rule library and the AI Plan Recommender in front of real cases before the platform is opened to everyone.
Can I buy an insurance policy from Solved Insurance now?
No. Solved Insurance products are in development and pending state approval, and nothing is on sale. The consumer action today is joining the waitlist, and the agent action is contracting through Solved Solutions so there is a field force in place when products clear approval.
Why six companies instead of six departments?
Because each layer has to survive on its own customers. Telephony, AgentTech, Marketing, and Solved Solutions all sell outside the group, which keeps them competitive and gives each one an owner accountable for a specific handoff. A layer that could only survive on internal revenue would be a subsidy rather than an advantage.
Something else? Contact us
Tell us which company you came for.
Leads, telephony, dialer seats, contracting, or the group as a whole. Email contact@solvedventures.io and a founder will answer.