What Tague Alliance does

Tague Alliance Insurance Services, Inc. is a private B2B membership organization that operates as a Master Agent under the Strategic Insurance Agency Alliance (SIAA) brand, serving independent property and casualty (P&C) insurance agencies across three Southern California counties: San Diego, Orange, and Riverside. Founded in 2003 and headquartered in Vista, California, the company provides independent agencies with direct carrier appointments, revenue-sharing arrangements, and access to technology platforms that would otherwise be inaccessible to small operators competing against national direct writers and captive carriers.

The company's product surface is anchored on three SIAA-developed platforms: SIAAConnect (a member portal for administration and engagement), AgencyIQ (an operational and performance benchmarking tool), and Xchange (a wholesale/MGA platform that facilitates carrier access and policy placement). Tague Alliance generates revenue through three primary streams: carrier commissions on policies placed through member agencies, profit-sharing arrangements with carrier partners based on aggregate book performance, and recurring membership fees paid by independent agencies. The company supports 100+ member agencies and maintains active relationships with 25+ carrier partners, while participating as a regional node within SIAA's broader network of 5,300+ member agencies representing over $18 billion in premium volume. Leadership consists of Steve Tague (President) and Tony Veteto (Vice President).

Name

Tague Alliance

Legal name

Tague Alliance Insurance Services, Inc.

Website

https://taguealliance.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Tague Alliance Insurance Services is a Southern California Master Agent under the SIAA alliance, providing independent P&C insurance agencies in San Diego, Orange, and Riverside counties with direct carrier appointments, shared technology platforms, and profit-sharing arrangements.

Ownership category

akta.pro rank

Product category

Insurance Agency Alliance Services

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411), Services-Membership Organizations (8600)

akta.pro primary industry

Affinity, Membership & Association Referral Programs (FSAEAMAL)

Keywords

• Insurance agency alliance
• Independent P&C agents
• Carrier appointments
• Insurance profit sharing
• Master agent services

Headquarters

HQ city

California City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Carrier Commissions: High commissions paid directly to member agencies by carriers, with direct appointments available to members
2. Profit Sharing: Multiple levels of profit sharing from both Tague Alliance and SIAA National level deals - unique to SIAA model
3. Membership Fees: Membership-based model serving independent insurance agencies with access to markets, technology, training, and carrier connections

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Tague Alliance Insurance Services is a SIAA Insurance Master Agent serving independent P&C insurance agencies in Southern California. The company provides a membership-based service offering that includes direct carrier appointments with 25+ carriers, multiple levels of profit sharing, access to SIAA technology platforms (SIAAConnect, AgencyIQ, Xchange), agency operations training, specialty programs, marketing support, and member collaboration opportunities. The company serves 100+ independent P&C agencies across San Diego, Orange, and Riverside counties as part of the SIAA national alliance of 5,300+ members.

Product overview

Tague Alliance Insurance Services is a SIAA Insurance Master Agent offering a unified membership-based service model rather than a traditional product portfolio. As part of the SIAA national alliance (the nation's largest with 5300+ members and over $18b in premium), member agencies gain access to three interconnected SIAA platforms: SIAAConnect (member portal with tools, training, and resources), AgencyIQ (analytics and business intelligence), and Xchange (wholesale/MGA platform for E&S and hard-to-place risks). These platforms are provided through SIAA rather than built by Tague Alliance itself. The company also offers carrier connections, training programs, marketing support, and group gatherings as part of its membership services.

Differentiator

Problem solved

Functional benefit

Products and services

• SIAAConnect Member Portal SIAA's 24/7 members-only portal providing access to a wide range of tools, training, and resources to support agency growth, including marketing materials and communications. Available to Tague Alliance member agencies.
• AgencyIQ SIAA's business intelligence and analytics platform providing member agencies with performance metrics, carrier insights, and market data.
• Xchange (Wholesale and MGA Platform) SIAA's dedicated wholesale and MGA platform providing member agencies one integrated gateway to place non-standard, E&S, and hard-to-place risks with tailored insurance programs and seamless carrier access.
• SIAA Master Agent Membership Membership-based service offering providing independent P&C insurance agencies in San Diego, Orange, and Riverside County with direct carrier appointments, multiple levels of profit sharing, agency operations training, specialty programs, marketing materials, and member collaboration events. Five distinct income streams delivered through SIAA membership.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• SIAA (Strategic Insurance Agency Alliance)coreStrategic or Co-development PartnerSIAA is the nation's largest agency alliance with 5300+ members and over $18B in premium. Tague Alliance operates as a SIAA Insurance Master Agent, providing member agencies with national scale, profit sharing opportunities, and access to exclusive programs.

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• CRC Insurance Services: CRC Insurance Services is a major wholesale brokerage serving independent agents with specialty market access. Listed as a Tague Alliance strategic partner; comparable as a broader incumbent in the wholesale/E&S channel.
• Burns & Wilcox: Burns & Wilcox is a national wholesale insurance broker and MGA specializing in hard-to-place, E&S, and specialty risks. It is both a Tague Alliance strategic partner and a broader-incumbent peer in the P&C placement space.
• RPS (Risk Placement Services): RPS is one of the largest U.S. wholesale brokers and MGAs, providing specialty and excess-and-surplus placement to independent agents. Comparable to Tague's role in connecting independent agents to non-standard and E&S markets.
• National General Insurance: National General is a national P&C carrier that distributes heavily through independent agents, including via the Tague Alliance panel. As a carrier-side incumbent, it competes with the alliance model by offering direct appointments to agents.
• ISC (Insurance Specialty Company): ISC is a national MGA and wholesale distributor serving independent insurance agents with specialty products. Listed as a Tague Alliance strategic partner and broadly comparable as a specialty-market enabler for the same agent constituency.

Direct peers

• SIAA (Strategic Insurance Agency Alliance): SIAA is the national parent alliance Tague Alliance operates within, with 5,300+ members and $18B+ in premium. It is the direct template and ongoing provider of the carrier panel, profit-sharing structure, and technology platforms that Tague Alliance distributes locally.
• Trusted Choice: Trusted Choice is the IIABA-owned consumer-referral and branding program for independent agents. It targets the same independent-agent demographic and offers an alternative pathway for agents seeking consumer referrals and branding, partially overlapping Tague's value proposition.
• Independent Insurance Agents & Brokers of America (Big 'I' / IIABA): IIABA is the largest U.S. national association serving independent insurance agents, providing market access, advocacy, and consumer branding (Trusted Choice). It competes for the same independent-agent constituency Tague Alliance serves, though via an association model rather than a master-agent/membership model.
• Professional Insurance Agents (PIA): PIA is a national association for independent insurance agents offering carrier market access, education, and advocacy. It targets the same independent-agent customer base as Tague Alliance and competes for the same membership mindshare.
• Smart Choice Agents: Smart Choice is an agency cluster/network that recruits independent P&C agents and provides carrier access, commissions, and technology resources. It is a direct competitor to Tague Alliance's Master Agent model in the same independent-agent space.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks1 record

Key highlights7 records

Customer concentration

• Xx.com/taguealliance
• LinkedInlinkedin.com/company/tague-alliance

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Tague Alliance