Ortolani Services, Inc.

Ortolani Services, Inc. is a New York State licensed independent insurance brokerage based in Rochester, NY, founded in 2012. The firm specializes in benefits planning for Medicare recipients, individuals, sole proprietors, contract workers, retirees, and small businesses. President Lizz Ortolani, a licensed independent insurance agent and Licensed Master Social Worker with over 15 years in social work, leads a team of licensed agents who hold AHIP (Medicare) and NYS Marketplace certifications. The brokerage operates on a no-cost model — clients pay nothing for consultations or enrollment assistance, as agent compensation comes from the insurance carriers.

Ortolani Services covers several categories of insurance and benefits planning:

• Medicare enrollment and guidance — help with Parts A, B, C (Medicare Advantage), and D, including plan comparisons across provider networks, prescription costs, and premiums
• Individual health insurance — consultations for people navigating life transitions such as job changes, retirement, or loss of employer coverage
• Employee and group benefits — planning for small businesses and sole proprietors
• Life and long-term care insurance — longer-term financial protection options

The firm currently represents seven insurance organizations offering over 50 products in the Rochester area. They also host Medicare 101 educational seminars to help community members understand their options before enrollment periods.

Ortolani Services is built around the guiding principles of clarity, choice, and connection. The team's backgrounds set it apart from typical brokerages — several agents bring experience from healthcare-adjacent fields including pharmacy, durable medical equipment, and human resources. All staff hold SafeZone Training certification, reflecting the firm's commitment to inclusive service. As a member of the Greater Rochester Chamber of Commerce, the brokerage maintains ties to the local business community while focusing on one-on-one benefits counseling rather than high-volume sales.

The office is located at 1400 Portland Avenue, Suite 24, in a medical office building directly across the street from Rochester General Hospital in the East Irondequoit area of Rochester, NY. The building, accessible from Route 104, sits in a corridor of healthcare-related businesses that makes it a convenient stop for clients already visiting the hospital campus or nearby medical providers. Appointments can be scheduled by phone at (585) 242-9749 or through the firm's website.