Institutional | Partners Advantage

We Help Insurance Agencies Compete and Thrive

At Partners Advantage, we know as an owner of an insurance agency, you have two main goals:

Position your agency so you can seamlessly pass it on to the next owner
— whether that’s your family, employees, or an external entity

The problem is, most independent insurance agencies don’t know how to get the most money possible out of their agency without crumbling the business and leaving their employees in a vulnerable position. In order to accomplish both objectives, you first need to address a few questions.

What gaps can I address to improve competitiveness and the overall business?
What meaningful steps can I take to increase my business’s value?
What’s my business really worth and will a buyer pay that amount?

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How our Solutions Support Agency Growth

We believe you should have a reliable, step-by-step approach to stay relevant with your customers and to run your business with confidence, which is why our Elevated Business Program provides you with the strategies you need in order to succeed. We help independent recruiting agencies in three main areas:

Growing Profitability

Creating more profit for your firm so you can thrive in a crowded market.

Contract elevation
Weekly production reports
Weekly commission statements
Sales tracks for your wholesalers
Recruiting programs

Organizational Health

Accepting innovations and eliminating complications so your business can function efficiently.

Marketing and branding
Wholesaler universities
Financial metrics
Risk mitigation
Technology innovations
Employee benefits consulting

Succession Planning

Providing a path so you can gracefully exit while obtaining the highest financial value.

Succession planning documents
Business valuation approaches
Due-diligence templates

Don’t Just Take Our Word For It …

“We chose to work with Partners Advantage because of their expertise, leadership and reputation. The most compelling element of the Partners Advantage experience is the positive revenue impact they’ve had on our business. In a rapidly evolving industry, we know we can always count on the stability and strength of their support team and their dedicated responsiveness to our needs.”

- Ron, Pennsylvania

“Partners Advantage has been invaluable in helping us serve financial professionals. From advanced case design to keen underwriting guidance we appreciate the many relationships we have built. We consider Partners Advantage an extension of our team. The entire team simply makes us a better and more competitive agency in the marketplace.”

- Tim, California

“With access to multiple top-rated carriers and compensation payouts, the benefits offered through Partners Advantage provides our firm a huge competitive advantage. This gives us the ability to always have the best products and solutions to fulfill our client’s needs.”

- Bill, Minnesota

Delivering Ongoing Value to Insurance Agencies since 1994

Since our inception our goal has been to provide guidance and direction to the businesses working through us so that they are running efficiently and properly positioned for a future acquisition at maximum value.

Year-in and year-out we’ve been a leader in life and annuity sales, and we have built an internal team with the experience and skillset to help an agency develop and execute an effective strategic business plan.

We’re ready to help you transition to the next level in your business growth — join us.

Our Competitive Differences

Consultative process that leverages our expertise in supporting overall business growth
Aligning and supporting your growth strategies and key objectives
Sharing insights and best practices with your entire management team and staff
Weekly commissions along with detailed reporting of submitted, pending, and paid business
Forging genuine and lasting carrier relationships
Innovative product design options

Our History

Diversified, talented and experienced executive management team
Operating since 1994
Four office locations
More than 100 affiliated agencies
Sales leaders year-over-year, with sales totals over the past five years of:
- $6 billion in annuities
- $285 million in target life premium
Diverse product lineup with more than 24 annuity carriers, 29 life carriers and 4 linked benefit carriers
Developed more than a dozen of the industry’s top-selling products since 2000

Who is the Right Fit?

We work best helping independent insurance recruiting agencies that have a strong desire to grow and a commitment to being more effective in working with their downline producers. If you are not confident you’re getting the most value from your current up-line agency, or if you need additional strategic direction so you can be adequately positioned for the future, take the next step and schedule a Discovery call.

The Elevated Business Process

Step 1
Discover

Schedule a call to learn how we can help with Growing Profitability, Organizational Health, and Succession Planning.

Step 2
Collaborate

Create a custom-tailored plan toaddress pressing needs and make a meaningful impact in your business.

Step 3
Onboard

Work with the team for a smooth transition.

Step 4
Deploy

Implement and monitor results.

If you’re ready to join us on this journey, we’re here to help guide and support you every step of the way.

We custom-tailor a solution for your business based on your individual wants and needs.

Schedule a 30-minute Discovery call now so that you can regain confidence in your business strategy and position your agency for sustained long-term growth.

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Looking to Either Buy or Sell an Agency?

Download the complete 13-chapter book to know which questions to ask, pitfalls to avoid and how to successfully close the deal.

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We Help Insurance Agencies Compete and Thrive