WHO ARE WE
An insurance aggregator bringing agents from captive to independent since 2008
What is an insurance aggregator? There are many benefits, but not all are created equal.
The purpose of an insurance aggregator is to combine the premium of a group of independent insurance agents in order to receive benefits that are greater than would be individually obtained by individual agents or agencies.
SOME OF OUR TOP CARRIERS
ACCESS TO CARRIERS
You will have access to over 135 of the industry’s best carriers in both personal and commercial lines. You will have the resources needed to provide your clients with the solutions they need.
Join others who have discovered one of the industry’s best levels of commission. Your success is our number one motivator for what we do. One of the biggest differentiators is the generous compensation and profit-sharing model that we offer.
At Agents Alliance, we have industry leading software to manage your client relationships, store your valuable agency documents and get comparative quotes. Whether you write commercial lines, personal lines, or a combination of both, we offer two management software systems at a discounted rate.
Unlike other aggregators, we do not charge a membership fee! We are here to tailor your onboarding process. This includes one on one calls with each department from implementation, accounting, and marketing to ensure you’re setup for success.
OWNERSHIP & INDEPENDENCE
You own 100% of your agency from the very beginning. There is no vesting program or buyout if you decide to leave. You decide what you want your agency to look like and Agents Alliance will provide the necessary support and advice along the way.
BACK OFFICE SUPPORT
Beginning from day one, you will have our team as your back office support. With a full accounting staff, we will manage the detail work of the back office for you with Agency Bill and Direct Bill Premium Reconciliation as well as a thorough monthly commission reconciliation.
Agents Alliance Services has been partnering with independently owned P&C insurance agencies since 2008. We are passionate about maximizing your revenue and accelerating the growth of your independent agency. By removing non-revenue generating tasks from your plate, you are able to focus on what matters most. The end result for you is an increase in revenue and profit sharing while decreasing your overall expenses and operational risks.
Changing from captive to independent? We will walk you through the transition, step by step. Already independent and seeking more carriers or more support for your agency? We can help fill the gaps. Regardless of size, strategy or tactic we are committed to providing each member with everything they need to be successful with Agents Alliance Services, insurance aggregator.
THE AGENTS ALLIANCE TEAM
The team at Agents Alliance is comprised of a group of experts who help agents transition seamlessly to the independent insurance side with its turn-key services and custom onboarding process. We bring state-of-art tools to your desk to make it easier for you to succeed in the independent insurance channel. Your success is our number one motivator for what we do! There are many things that we do to separate ourselves from the competition, but one of the biggest differentiator is the generous compensation and profit-sharing model that we offer. We would love an opportunity to talk with you today, and discuss your own path to go independent with Agents Alliance Services.
FOUNDER AND CHIEF EXECUTIVE OFFICER
James began his insurance career over 20 years ago working as a sales professional in an independent agency. His professional experience includes a unique combination of business, financial, insurance, and non-profits. James is also an owner of a successful Texas insurance agency. James has a BBA in Accounting from Texas A&M University. He is a Certified Public Account, Certified Insurance Counselor, and Investment Advisor. James is also a Collaborative Divorce Financial Counselor, helping couples/families understand, communicate and negotiate for their mutual best interests.
CHIEF MARKETING OFFICER AND DIRECTOR OF AGENCY DEVELOPMENT AND RECRUITING
Greg joined Agents Alliance Services in January of 2016 to grow Agents Alliance and expand our national footprint. Greg spent 13 years managing agency relationships for Travelers Insurance and prior to that was a District Manager for Farmers Insurance. His experience on the carrier side and managing captive agents give him the knowledge and expertise needed to help agents make the transition from being a captive agent to the independent channel.
ERIC ROBERTSON, CIC SBCS
CHIEF OPERATIONS OFFICER & CARRIER RELATIONS
Eric has more than 18 years of industry experience in a variety of different roles mostly in agency/sales management & territory development. Eric is responsible for internal and external operations including agency engagement and carrier management. Eric spends his free time hiking, camping, traveling, going to the gym, entertaining folks at various happy hours and watching Ohio State football.
Agency Relations Manager
Director of Training & Development
Commercial Lines Agency Consultant & Onboarding (Agencies A-K)
Personal Lines Agency Consultant & Onboarding (Agencies L-Z)