When you partner with The Original Agency Builder™, our dedicated team will work relentlessly to unlock the full potential of your agency and your producers so you can build, grow, and scale with confidence. With nearly four decades of industry-defining experience, we’ve partnered with hundreds of agencies and thousands of independent financial professionals to ensure they have access to the resources, support, and carrier relationships they need to maximize the potential of their businesses.
Here’s how we help you build a partnership with us.
Learn about us and discover why we’d be great partners.
Discuss what specific services and support you need.
Make our partnership official and begin the onboarding process.
Get introduced to the people you’ll be working with the most.
Gain access to our illustrations, sales and contracting support, and payment system.
From planning sessions to team visits, we ensure you’re getting everything you need to succeed.
Six ways we’ll help you succeed when you partner with us.
With nearly four decades in the industry, we’ve established relationships with top carriers so you can access the latest products and higher commission payouts.
We’re contracted with more than 50 insurance carriers.
Build your brand and your agency by working with our in-house marketing team.
Expand your marketing services with our turnkey programs to empower your downline.
We’ve developed industry-leading training resources to help agencies expand the capabilities of their producers so they can provide more product solutions for their clients.
Our digital platform, Business Builder, gives you access to a central hub where you can leverage your agency data to make smarter, data-driven decisions.
Business Builder also provides you with in-depth insights into every aspect of your agency, and your downline can use it, too.
Access to our full-service broker-dealer and SEC-Registered Investment Advisor (RIA), Brokers Financial.
Brokers Financial offers an open architecture with access to more than 175 investment, insurance, and portfolio management companies.
We have more than $1.8 billion in broker-dealer assets and $1 billion in advisory assets, giving us elite status with strategic custodians such as TD Ameritrade, Schwab, and Pershing.
We provide back-office support for manual processes, including annuity and life new business, application processing, commission services, contracting, and more.
Our dedicated compliance team can work with your agency to review your marketing materials and business practices to ensure you are compliant with the latest industry regulations.