Agents Alliance Services Ltd. - Stronger Together

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WHO ARE WE

An insurance aggregator bringing agents from captive to independent since 2008

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LEADING
INSURANCE AGGREGATOR

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

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OUR SERVICES

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.

HIGHER COMMISSION

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.

TECHNOLOGY PLATFORM

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 management software systems at a discounted rate.

CUSTOMIZED ONBOARDING

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 has made it possible for me to start an agency from scratch to over 2,000 policies in force in two years. I searched many options for agency ownership and Agents Alliance was by far the best deal and they have delivered 100%. Joining was the best decision I could have made.

After being with another large aggregator for 8 years, I came to Agents Alliance in 2019. It has been my dream to own my own agency and I get to live my dream every day. I knew I wanted to do this after my first couple of years in the industry. Ask yourself, would you like to give up 50% of your book every month? Or would you like to keep 80% of your book and up to 90% once it gets big enough? Would you like to have the freedom to do what you want, sell what you want, work with whatever referral partners you want? Freedom is such a huge aspect of working with Agents Alliance and that's one of the biggest things I love!

In the beginning while being captive, I wanted to put my head through the wall! After 5 years of being broke and inundated with billing issues, I was done with a very large captive. Now, 5 years later, Agents Alliance has helped me double my books and increase my income. Billing issues are a thing of the past. I enjoy more family time, freedom, and money! Let that be said and known.

I love Agents Alliance. I always preach to my buddies about how awesome they are, and they let us do our thing and help us grow our business. I remember what it was like to work with a completely overbearing employer, and I love that they let us do our thing. It’s crazy to think when I started this thing in February 2019 I was -$87,000 in the hole without a hope in sight and 4 years later we’re clearing 40,000 a month! Thanks again for all the hard work Agents Alliance!

STRONGER TOGETHER

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.

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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.

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ERIC ROBERTSON, CIC SBCS

CHIEF EXECUTIVE OFFICER

Eric started his career aspirations back in 2004. Before Eric joined Agents Alliance in February of 2018, Eric spent 16 years in Agency sales, Leadership, and Territory Management. Eric has a broad background in the industry’s of Insurance, Banking and Finance both as a licensed Agent and in a variety of leadership roles. Eric has done everything from cold calls and knocking on doors to managing Branch consumer assets of 68MM+.

When Eric joined AAS, he started out as a Territory Development Manager in the Southwest. At that time, AAS did not have any Agency presence in these states. Having successfully developed the territory from scratch by knocking on doors, managing & developing Carrier Relations, and creating key partnerships, Eric then went onto bigger organizational roles. While in the position of Director of Carrier Relations, Eric continued to build strong partnerships with P&C carriers, bringing in some of the most profitable carriers we work with today and helped develop a roadmap for State Expansion.

Eric served as the Chief Operating Officer since early 2020, in which he continued to manage Core Carrier Relationships, and oversee the strategic initiatives of AAS. Eric accepted the CEO position in February of 2023 and attributes success to his team and being surrounded by great leaders. Eric believes that to cultivate a culture of success, one must embrace Integrity, Loyalty, Compassion, Innovation, and Collaboration.

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GREG MCGUFFIN

CHIEF MEMBER OFFICER

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 gives him the knowledge and expertise needed to help agents make the transition from being a captive agent to the independent channel.

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KYLIE KELSOE-LYLES

CHEIF OPERATIONS OFFICER

Kylie began her insurance career in 2009 as a receptionist for a retail insurance agency. She worked her way up to Chief Operating Officer over her 12 years at that agency. Kylie Joined Agents Alliance Services in June of 2022 as the Executive Vice President of Commercial Lines & Operations and accepted the role of Chief Operations Officer in April of 2023. Kylie leads by action and teamwork to assist members in elevating their agencies to the next level.

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JAMES KING

CHAIRMAN

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.