2016
Optavise Advisory Founded
Established with a focus on 1-on-1 employee benefits counseling and personalized Medicare enrollment support.
2019
50-State Licensing Expansion
Expanded licensing across all 50 US states, onboarding 35+ top A.M. Best ‘A’ rated life and health underwriters.
2022
Digital Policy Vault & Claims Advocacy Desk
Launched our encrypted digital policy vault and dedicated claims advocacy desk, serving over 25,000 policyholders.
2024
Multi-Carrier Comparison SaaS Engine
Integrated live actuarial comparison algorithms delivering instant, transparent rate quotes for all 24+ insurance lines.
2026
National Marketplace & Lifetime Advisory Platform
Over 45,000 active policyholders supported with annual rate audits, prescription tier checks, and dedicated benefits counselors.