Blaney · Case Study · Exact Medicare
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Exact Medicare — Case Study

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Two Months to First Producing Agent.
Zero to 600 in Two Years.
A $400 Million Portfolio.

600
agents recruited, trained, producing
$400M
lifetime policy portfolio value
2 months
first conversation to first producing agent
$125
cost per agent hired
Industry: $2,000 – $5,000
21 days
hire to first policy
Industry: 60 – 90 days
Under $100
customer acquisition cost
Industry: $300 – $900
18
independent partner operations on one shared platform
60
Blaney Group operating team

Blaney Group built and operates the complete sales operation for a coalition of eighteen independent Medicare operators — leads, recruiting, training, sales management, and sales leadership at the top. From first conversation to first producing agent took two months. The operation scaled from essentially zero to over 600 producing agents in two years, producing over $400 million in lifetime policy portfolio value.

This is the sales operation Blaney Group builds and runs for partner companies.

The Situation

Eighteen experienced Medicare operators came together to form a new sales organization. They had the hardest pieces in place — carrier contracts, industry expertise, management experience, committed capital.

What they didn't have was the operational engine to scale. No recruiting pipeline. No unified management infrastructure. No AI-integrated performance system. No compliance backbone at scale.

They'd evaluated the market and found fragmentation. Recruiting vendors. Lead vendors. Software platforms. Training consultants. Each solved a narrow problem. None built the complete system.

The Partnership

Blaney Group does not sell software and does not run consulting engagements. Blaney is an operator-investor partner.

Blaney Group brought capital and deployed the infrastructure. The partner operators brought industry knowledge, carrier relationships, and the businesses themselves — and retained ownership of their divisions. The partnership is a co-founder arrangement, not a vendor relationship.

Revenue generated by the division is shared. Blaney's capital is in the build. The incentives are structurally aligned with the partners' success — the system only scales when the partners scale.

What Blaney Group Built

The complete sales operation at Exact spans six capabilities, designed and deployed as one integrated system.

Operational Architecture

Every workflow, handoff, and accountability structure defined before the first hire.

AI-Integrated Workflows

Automation and intelligence embedded from day one. Lead routing, performance tracking, compliance checks running in the system, not bolted on.

Performance Infrastructure

A live dashboard with real-time reporting across eighteen partner operations. Every agent, every number, every day.

Managed Execution Teams

Sixty trained Blaney operators running recruiting, lead operations, sales management, compliance, training, and technology infrastructure.

Conversion Systems

Diversified lead infrastructure, compliance engineered into the system from the beginning.

Scale-Ready Design

Modular infrastructure that absorbs growth. Forty-plus sales managers operating across eighteen partner organizations on one shared backbone.

The Five-Phase Build

Discovery — map the sales motion, the constraints, and the growth opportunity in detail. Identify where the ceiling lives.

Architecture — every role, workflow, and accountability structure defined before anything is built.

Build & Deploy — infrastructure goes live. Operating team deployed alongside. At Exact Medicare, first producing agents came online inside two months of the first conversation.

Operate — Blaney's operators run the platform daily. Partners see performance clearly and in real time.

Optimize & Scale — continuous improvement driven by data. Gains compound. The system expands with the business.

What Nobody Talks About

The systems were the easy part.

The real challenge was organizational alignment. Eighteen independent partners. Different cultures. Different management styles. Forty-plus sales managers. Every stakeholder had capital invested and strong opinions about execution.

Blaney Group functioned as the neutral operational backbone — maintaining shared systems and standards while allowing each partner to retain autonomy over their own teams.

This ability to operate as the neutral backbone across multi-stakeholder organizations is one of Blaney Group's core capabilities. It is often the difference between an engagement that scales and one that fractures.

The Result

In the first year the sales operation recruited over 300 producing agents. By year two the network exceeded 600 agents across eighteen partner operations.

Blaney recruited the first wave. Those agents recruited the next wave. The operation produced a self-sustaining recruiting engine that runs today.

The complete sales operation Blaney built and operates at Exact has produced:

600 agents recruited, trained, and producing across 18 partner organizations.
$400 million in lifetime policy portfolio value across the organization.
The engagement is in its eighth year and continues to grow.

"Blaney Group built the operational infrastructure that allowed us to scale nationally." — Randy Lang, Board Member, Exact Medicare Group

Who This Model Is Built For

Blaney Group partners with organizations running large commissioned sales forces — the structural shape where infrastructure is the ceiling, not demand.

These companies share a pattern. Recruiting pipelines that can't keep up with growth. Agent churn in the first ninety days because coaching and onboarding infrastructure can't scale. High lead spend with inconsistent conversion. Fragmented management systems across teams. Compliance drag turning every new state or carrier into linear cost. Leadership that wants to move faster than internal infrastructure can support.

How Partnerships Work

Blaney Group brings capital and deploys the infrastructure. Partners bring industry knowledge, contacts, and operational leadership.

The partnership share reflects what each side actually contributes — we structure each deal specifically. Our capital is in the build. Revenue is shared. Incentives are aligned with scale-level outcomes.

One partnership group per vertical. Inside the group, multiple operators can work together — Exact Medicare is eighteen partners on one shared infrastructure. That coalition structure is a feature of the model. The exclusivity is at the category level: once Blaney Group has built a group in a vertical, no second group gets built in the same space. That rule applies to Blaney too.

Why Now

AI-integrated sales infrastructure is the shift. Companies that build AI-native operations in 2026 don't just get better results — they compound, because every interaction becomes training data that tunes the system for the next one. By the time competitors adopt the same infrastructure, there will already be a leader in each vertical.

Blaney Group is looking for the operators who want to be that leader in their space.

One partnership group per vertical. And once the group is built, the door closes.

Next Step

Every partnership begins with a conversation. If there's alignment, the next phase is a focused deployment window with defined KPIs and a clear timeline to operational scale.

Operators: Schedule a conversation at blaney.ai.
Capital partners: Reach Justin Blaney directly.