When Your Prospect...
Proven Diamond HubSpot Partner for B2B Healthcare & Insurance
We help HubSpot reps move healthcare and insurance opportunities forward with industry expertise, implementation strategy and technical execution built around how these organizations actually sell, market and serve their clients.
Bring Ocozzio in when your prospect needs a partner who already understands the industry, can help shape the right HubSpot solution and has the experience to carry it through implementation and adoption.
Diamond
Solutions Partner
50+
Completed Implementations
25+
years in B2B Healthcare & Insurance
“As a Diamond HubSpot Solutions Partner, Ocozzio brings a depth and breadth of expertise, professionalism and deep industry knowledge that is critical to success. Ocozzio pairs exceptional technical capacity with highly effective implementation vision, informed by an understanding of the industries they support that is compulsory for optimal HubSpot activation throughout the customer journey. Proactive, collaborative and supportive, Ocozzio shows up as a true partner.” Anne McDonnell-Aisiku Lead Partner Development Manager
When to Bring Ocozzio Into an Opportunity
Bring Ocozzio In To...
Operates in insurance, self-funded healthcare or employee benefits
Add industry expertise to discovery and solution design
Needs more than an out-of-the-box implementation
Scope the right HubSpot architecture and requirements
Has complex sales, marketing or service workflows
Translate real business processes into HubSpot
Is migrating from another CRM or disconnected systems
Build a practical migration and implementation plan
Needs confidence before moving forward
Help answer technical, strategic and industry-specific questions
Needs long-term adoption after implementation
Support activation, optimization and ongoing growth
When our clients are on HubSpot, and fully utilizing it, it’s a win-win for us both. We’re fully invested in ensuring that our clients are not only seeing value from their HubSpot, but open and excited to explore how it can solve for their business problems and become their single source of truth.
Why Reps Bring Us In
HubSpot expertise is only part of the equation. We bring 25+ years of experience marketing to the same healthcare and insurance organizations HubSpot reps are trying to win.
Meet and Connect with Our TeamTo Date:
50+
Completed Implementations
We know the buyers, business models and sales cycles across:
TPAs • PBMs • Stop-Loss • Captives • Brokers • Healthcare Technology • Financial Institutions • MGUs • Insurance and Risk Management Agencies • Point Solutions • Carriers • Healthcare Technology • Medicare Distribution Organizations including Independent Medicare Agencies, IMOs and FMOs
Our HubSpot Services and Pricing
Implementation and Onboarding
Marketing, Sales, Content, Service, Operations Hubs
Basic Package
Starting at $3,000
Standard Package
Starting at $5,500
Advanced Package
Starting at $7,000
Package Add-Ons
Pricing Varies
Additional HubSpot Services
HubSpot Retainer
Starting at $2,000/Month
RevOps
Starting at $2,500/Month
Don’t see what your client needs? We’re flexible and open to exploring new ways we can support them.
A Top-Notch Partner from Day 1
“Ocozzio’s guidance from day 1 helped us understand the robust capabilities of HubSpot and how it aligned with our business goals. Communication with the Ocozzio team has been incredible and they kept us informed every step of the way, ensuring there were no surprises. We stuck to all of our onboarding timelines and were up and running with HubSpot within just a couple of weeks. The HubSpot team at Ocozzio was fantastic - meeting with us weekly to keep us on track, help us learn the ins and outs of the system, and always sharing helpful tips and tricks to streamline our processes (hello workflows and sequences!). Thanks to Ocozzio, we now have a much more streamlined and effective marketing process. Our outbound campaigns happen naturally and our inbound is picking up. It has been a real game changer for our business development efforts, positioning us to better meet our growth targets. This process absolutely exceeded our expectations. Ocozzio’s expert handling of our HubSpot onboarding truly set us all up for success, and we look forward to a continued partnership with them!” - Broker Client
About Ocozzio
Ocozzio is a full-service B2B healthcare and insurance marketing agency specializing in the employee benefits and self-funded industry, with more than 25 years of experience. That industry depth informs how we scope, implement and optimize HubSpot because we already understand the audiences, sales cycles and growth challenges our clients bring into the platform.
Healthcare Clients We Serve
- TPAs
- Payers
- PBMs
- Carriers
- Captives
- MGUs
- Stop-Loss
- Healthcare Tech
- Healthcare Finance
- Point Solutions
- Brokerages
- And More!
B2B Marketing Services
- Marketing and Brand Strategy
- Graphic Design
- Copywriting
- Digital Marketing
- Public Relations
- Event Planning
- Video Production
- Animation
- Web Development
- B2B SEO Strategy
- Marketing Center
- And More!
Meet Your Ocozzio Team
Kevan Olsen
Marketing Automation Manager
Kevan is responsible for optimizing HubSpot with precise execution of automation strategies that drive team alignment, lead generation, customer engagement, and streamline internal operations.
Byron Reid
HubSpot Administrator
Byron facilitates timely and successful implementations and customizations of portals to meet clients’ specific business needs and objectives.
Mimi Wheeler
Senior Director, Digital
Mimi supports our HubSpot team to ensure an effective deployment, adoption, and optimization of client’s portals and guarantees alignment with their goals and timelines.
HubSpot Partner FAQs
Ocozzio combines Diamond HubSpot Solutions Partner expertise with more than 25 years of B2B healthcare and insurance marketing experience. We understand the business models, buyers and sales processes behind the technology, helping HubSpot reps move from discovery to a solution that makes sense for the client and supports long-term adoption.
Bring us in when a healthcare or insurance prospect needs help evaluating HubSpot, planning an implementation, migrating from another CRM, connecting complex workflows or determining how HubSpot should support marketing, sales and service. We can join early in the sales process to help answer questions, scope requirements and give the prospect greater confidence in the path forward.
Ocozzio specializes in the insurance, self-funded healthcare and employee benefits industry. We work with TPAs, PBMs, stop-loss organizations, captives, brokers, finance companies, MGUs, point solutions, carriers, healthcare technology, IMOs, FMOs, Independent Medicare Agencies, General Insurance and Risk Management Agencies and other organizations serving the benefits ecosystem.
Yes. Ocozzio supports organizations with complex B2B sales, marketing and service needs, including Mid-Market and Corporate HubSpot customers.
Ocozzio provides implementation and onboarding across Marketing Hub, Sales Hub, Content Hub and Service Hub, along with ongoing HubSpot retainer and RevOps support. Our team can also support migrations, automation, integrations, reporting, optimization and other needs based on the client’s requirements.
Yes. Our team can work alongside HubSpot reps before the deal closes to understand the prospect’s requirements, identify implementation considerations and help shape a practical solution. The goal is to give both the rep and prospect greater clarity around what implementation will require and how HubSpot can support the business.
Our differentiator is the combination of HubSpot expertise and deep specialization in B2B healthcare and insurance. Clients don’t have to spend the first several meetings teaching us how their industry works. We already understand the audiences, terminology and business models common across self-funded healthcare and employee benefits, allowing conversations to move more quickly into the client’s actual needs.
Our team is built to collaborate directly with HubSpot reps and respond to active opportunities as quickly as needed. Next-day meetings? No problem.