The Brokerage

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.

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

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

• Insurance distribution services
• Field marketing organization
• Medicare insurance products
• Life and health insurance
• Insurance agent platform

Headquarters

HQ city

Flower Mound

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core 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

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature5 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Berson-SokolcoreStrategic or Co-development Partner · 1 April 2026The 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)minorChannel Partner/ Reseller/ DistributorRetail 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

Broad 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

• Facebookfacebook.com/thebrokerageinc
• LinkedInlinkedin.com/company/the-brokerage-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Brokerage