The Brokerage
The Brokerage Inc. is a family-owned FMO/IMO/BGA founded in 1976 that contracts with 75+ carriers to support 25,000+ independent insurance agents selling Medicare, Health, ACA, Life, and annuity products through its Broker Link platform.
- Company typePrivate
- Founded1976
- HeadquartersFlower Mound, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What The Brokerage does
The Brokerage Inc. is a privately-held, family-owned Field Marketing Organization (FMO), Independent Marketing Organization (IMO), and Brokerage General Agency (BGA) founded in 1976 in Flower Mound, Texas. It recruits, contracts, and supports a network of 25,000+ independent insurance agents across the United States who sell Medicare Advantage, Medicare Supplement, Prescription Drug Plans, ACA health, life, disability, long-term care, and annuity products sourced through direct contracts with 75+ carriers including Humana, UnitedHealthcare, Aetna, Prudential, MassMutual, and Lincoln.
The company operates Broker Link, a cloud-based agent portal that consolidates contract management, production and commission tracking, quote engines, electronic enrollment via Simply Enroll (Sunfire), life insurance submission via Vive Drop Ticket, on-demand training, compliance resources, and a product library into a single workflow. The platform is supplemented by AgencyBuilder (agency scaling and recruiting support), ServiceLink (virtual receptionist service), Producer Perks (marketing reimbursements and incentive programs), ExitPath (succession planning), and exclusive-discount integrations with MedicarePro, BrightFire, AgencyBloc, Intulse, Cyberfin, and RSSA.
Revenue is generated through commission overrides paid by carriers on policies placed through contracted agents, with agents receiving Brokerage Bucks reimbursements, Fast Start co-op funding, and AHIP/E&O reimbursements tied to production volume. Distribution is supported by six regional offices (Texas, Ohio, California) and dedicated regional sales directors across multiple states. In April 2026 the company completed its first major acquisition, Berson-Sokol, expanding its life insurance and annuity capabilities.
The Brokerage firmographics
Firmographics- Name
- The Brokerage
- Legal name
- The Brokerage, Inc.
- Website
- https://thebrokerageinc.com
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- The Brokerage Inc. is a family-owned FMO/IMO/BGA founded in 1976 that contracts with 75+ carriers to support 25,000+ independent insurance agents selling Medicare, Health, ACA, Life, and annuity products through its Broker Link platform.
- Ownership category
- akta.pro rank
The Brokerage industry classification
Industry- Product category
- Insurance Distribution Services
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)
- akta.pro secondary industries
- Individual Health Insurance Brokerage & Distribution (FSAIAEAL), Insurtech-Enabled Brokerage (Digital Brokers & Aggregators) (FSAEADAN)
Keywords
Where The Brokerage is headquartered
LocationHeadquarters
- HQ city
- Flower Mound
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
The Brokerage business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Agent Commissions: The Brokerage Inc. acts as an FMO/IMO/BGA, earning commissions from insurance carriers for policies sold through its contracted agents. Agents receive commissions, and The Brokerage earns override commissions based on agent production volume. The company offers volume-based incentives like Brokerage Bucks (marketing reimbursements up to $5,400), Fast Start (50/50 co-op for new agents), AHIP certification and E&O insurance reimbursement, and carrier bonuses.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Brokerage Bucks Reimbursement Program |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
The Brokerage product offering
Product offeringCore offering
The Brokerage Inc. operates as a Field Marketing Organization (FMO), Independent Marketing Organization (IMO), and Brokerage General Agency (BGA), contracting and supporting 25,000+ independent insurance agents with access to 75+ insurance carriers and 30+ insurance products. The company provides contracted agents with an all-in-one platform (The Broker Link) for quoting, enrollment, contracting, commission tracking, training, and marketing, enabling agents to sell Medicare, Health, ACA, Life, Disability, LTC, and Annuity products to consumers.
Product overview
The Brokerage Inc. is a family-owned national FMO (Field Marketing Organization), IMO (Independent Marketing Organization), and BGA (Brokerage General Agency) founded in 1976, specializing in Medicare, Health, and Life insurance products. The company operates The Broker Link, a unified all-in-one agent portal platform that integrates with Simply Enroll (Sunfire) for quoting and enrollment. The platform is supplemented by AgencyBuilder (agency scaling), ServiceLink (virtual receptionist), Producer Perks (reimbursements/incentives), ExitPath (succession planning), and Marketing Solutions (direct mail, digital, provider, retail). The product portfolio spans 75+ carrier relationships offering 30+ product types including Medicare Advantage, Medicare Supplement, Prescription Drug Plans, ACA Health, Life Insurance, Annuities, Cancer & Critical Illness, Dental/Vision/Hearing, Final Expense, Hospital Indemnity, Long Term Care, Disability, Accident, Short Term Major Medical, Travel, and Christian Health Insurance. The company serves 25,000+ independent insurance agents across the United States.
Differentiator
Problem solved
Functional benefit
Products and services
- The Broker Link All-in-one agent portal providing contract management, production and commission tracking, direct access to dedicated specialists, quote engines, pre-approved marketing materials, online contracting, Simply Enroll (Sunfire) enrollment integration, on-demand training, compliance resources, Drop Ticket for Life, and a Product Library. Provided at no cost to contracted independent insurance agents.
- AgencyBuilder Strategy, recruiting, and administration platform for agency principals. Includes a dedicated account manager for strategy development and business reviews, recruiting support (data, outbound calls, direct mail, social media), carrier collaboration, on-site staff, and consulting on accounting, legal, and tech stack optimization.
- ServiceLink Virtual receptionist service where service representatives answer calls on agents' behalf, obtain client request summaries, and instantly deliver information to agents for follow-up action. Frees agents to focus on sales and business growth while enhancing client experience and retention.
- Producer Perks Marketing reimbursement and incentive programs including Brokerage Bucks (up to $5,400 marketing reimbursement), Fast Start (50/50 co-op for new agents for 6 months), AHIP and E&O insurance reimbursement, and Carrier Bonuses.
- ExitPath Succession planning and business transition program for retiring or transitioning insurance agents. Services include book-of-business acquisition, affiliate partnerships for acquisition, and consulting on succession planning.
- Marketing Solutions Proven marketing programs including Direct Mail Marketing (targeted local lead campaigns), Digital Marketing (website building, SEO, online ads), Provider Marketing (reaching consumers in physician offices, clinics, and health centers), and Retail Marketing (partnerships with Walmart, HEB, Kroger).
- Medicare Insurance Products Medicare insurance products including Medicare Advantage plans (through Aetna, Alignment, Clover, Humana, Molina, Oscar, UnitedHealthcare, Wellpoint), Medicare Supplement (Medigap) coverage, and Medicare Part D Prescription Drug Plans, offered through 75+ carrier partners for sale to Medicare beneficiaries.
- ACA Health Insurance Affordable Care Act marketplace health insurance products available through carriers including Ambetter and BlueCross BlueShield plans.
- Life Insurance Life insurance products including term, whole life, and indexed universal life (IUL) through carriers such as Bannerlife, Foresters, John Hancock, Lincoln, MassMutual, Pacific Life, Protective, Prudential, and Transamerica.
- Annuities Annuity products for retirement income through carriers including National Life Group, Nationwide, OneAmerica, and Symetra.
- Supplemental Health Insurance Supplemental insurance products including Cancer & Critical Illness, Dental/Vision/Hearing (Aetna), Hospital Indemnity, Accident Insurance (Allstate), Short Term Major Medical, Long Term Care, Disability Income Insurance, Final Expense (Gerber, CoreBridge, Ameritas), and Travel Insurance (GeoBlue).
- Christian Health Insurance (ICHRA) Individual Coverage Health Reimbursement Arrangement (ICHRA) and Christian health insurance plans offered through Presidio.
Quantifiable outcome
- Agencies have grown from 3 to 150+ agents using The Brokerage platform.
- +2 more outcomes
Companies that use The Brokerage
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles3 records
The Brokerage technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature5 records
The Brokerage partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- Berson-SokolcoreThe Brokerage Inc. acquired Berson-Sokol, another insurance brokerage with over 50 years of experience in Life insurance, Annuities, and Medicare. The acquisition expands The Brokerage's life and annuity offerings and preserves the legacy of trust built by Berson-Sokol.
- Retail Partners (Walmart, HEB, Kroger)minorRetail marketing partnerships allowing agents to reach consumers through retail locations including Walmart, HEB, Kroger, and other retailers.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
The Brokerage competitors and assessment
Company assessmentBroad incumbents
- EverQuote: An online insurance lead-generation marketplace serving carriers and agents across multiple lines; adjacent to The Brokerage's insurance distribution ecosystem rather than a direct FMO competitor.
- eHealth: A publicly traded online health insurance marketplace distributing Medicare, ACA, and ancillary products; a broader incumbent in the same insurance-distribution space as The Brokerage but using a tech-led consumer acquisition model.
- SelectQuote: A publicly traded direct-to-consumer insurance distributor with major Medicare, life, and auto exposure; overlaps with The Brokerage in Medicare and life distribution but operates a consumer-facing rather than agent-channel model.
Direct peers
- HealthMarkets: A national insurance distribution and agency platform distributing Medicare, ACA, life, and supplemental products through a large captive and independent agent network; comparable in product mix and agent-channel focus.
- Agent Pipeline: An FMO/IMO focused on Medicare, ACA, life, and annuity distribution to independent agents via a multi-carrier platform; comparable in size, product mix, and agent-channel orientation.
- Ritter Insurance Marketing: A long-standing independent FMO/IMO serving tens of thousands of agents with Medicare, life, and health products from a wide carrier panel; the closest comparable to The Brokerage in business model, product breadth, and agent-channel focus.
- Integrity Marketing Group: One of the largest US FMOs/IMOs, PE-backed and acquisitive, distributing Medicare, life, health, and annuity products through independent agents; a scaled competitor pursuing the same agent distribution model The Brokerage operates in.
- Word & Brown: A California-based FMO/general agency focused on group and individual health, life, and Medicare products for agents and brokers; directly comparable as an independent FMO with a multi-carrier platform and agent-centric distribution.
Others
- MediaAlpha: A programmatic customer-acquisition platform for insurance carriers; not a direct FMO peer but an enabling technology and customer-acquisition layer operating within The Brokerage's competitive insurance-distribution ecosystem.
- Kemper Life & Health: A specialty life and health insurance carrier that distributes through independent agents; relevant as one of the carrier partners in The Brokerage's panel and as an adjacent participant in the agent-distribution ecosystem.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
The Brokerage social profiles
Digital presenceThe Brokerage financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Brokerage leadership team
Management profileNumber of profiles
Profiles11 records
The Brokerage subsidiaries and ownership
Company hierarchySubsidiaries1 record
The Brokerage funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Brokerage M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Brokerage
What does The Brokerage do?
The Brokerage Inc. operates as a Field Marketing Organization (FMO), Independent Marketing Organization (IMO), and Brokerage General Agency (BGA), contracting and supporting 25,000+ independent insurance agents with access to 75+ insurance carriers and 30+ insurance products. The company provides contracted agents with an all-in-one platform (The Broker Link) for quoting, enrollment, contracting, commission tracking, training, and marketing, enabling agents to sell Medicare, Health, ACA, Life, Disability, LTC, and Annuity products to consumers.
Is The Brokerage a public or private company?
The Brokerage is a private company. It is classified as family owned and is currently operating.
When was The Brokerage founded?
The Brokerage was founded in 1976. It employs 101 to 250 people.
Where is The Brokerage based?
The Brokerage is headquartered in Flower Mound, United States, in the North America region.
How does The Brokerage make money?
One revenue line is on record: insurance Agent Commissions.
Who are The Brokerage's main competitors?
Broad incumbents on record are EverQuote, eHealth and SelectQuote. Direct peers are HealthMarkets, Agent Pipeline, Ritter Insurance Marketing, Integrity Marketing Group and Word & Brown. Others are MediaAlpha and Kemper Life & Health.
Does The Brokerage have an API?
No public API is recorded for The Brokerage.
What industry is The Brokerage in?
The Brokerage's product category is Insurance Distribution Services. Its primary akta.pro industry code is FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs), with a secondary code of FSAIAEAL, Individual Health Insurance Brokerage & Distribution. Its NAICS code is 52421 and its SIC code is 6411.