AgencyONE
- Company typePrivate
- Founded2009
- HeadquartersRockville, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
AgencyONE firmographics
Firmographics- Name
- AgencyONE
- Legal name
- AgencyONE
- Website
- https://agencyone.net
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
AgencyONE industry classification
Industry- Product category
- Life Insurance & Annuity Distribution
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Fixed Indexed Annuities (FIA) (FSAIACAB)
- akta.pro secondary industries
- Fee-Based Advisory (FSAEAAAM), Estate Administration & Probate Services (FSAAANAE), Independent Broker-Dealers (Retail Network) (FSAAAAAC)
Keywords
Where AgencyONE is headquartered
LocationHeadquarters
- HQ city
- Rockville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AgencyONE business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Wholesale Distribution Commissions: As a wholesale risk management and income solutions provider operating as part of SPG Life & Annuity, AgencyONE generates revenue through commissions from insurance and annuity carriers for distributing their products through the advisor channel. The combined division processes over $1B in annual annuity premium.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
AgencyONE product offering
Product offeringCore offering
AgencyONE is a wholesale life insurance and annuity distribution brokerage that provides financial advisors and financial professionals with access to carrier relationships, technical expertise, and advanced market solutions. Operating as part of the SPG Life & Annuity unified platform (launched March 31, 2026), the division is licensed in all 50 U.S. states and processes over $1B in annual annuity premium through a 120+ professional team.
Product overview
AgencyONE operates as part of SPG Life & Annuity, a unified platform that consolidates three life and annuity distribution businesses—AgencyONE, Brokers' Service Marketing Group (BSMG), and Business Underwriters Associates—into a single national platform. This integration combines over 120 professionals, over $1B in annual annuity premium, and licensing across all 50 states. The platform offers wholesale risk management and income solutions for financial advisors, providing seamless access to carrier relationships and advanced market capabilities. Effective March 31, 2026, the individual brands have been unified under the SPG Life & Annuity brand while maintaining the same team, service commitment, and client relationships.
Differentiator
Problem solved
Functional benefit
Products and services
- SPG Life & Annuity A unified national wholesale distribution platform for life insurance and annuity products that provides licensed financial advisors, brokers, and broker-dealers with seamless access to multiple carrier relationships, technical expertise, and advanced market capabilities across all 50 U.S. states.
- AgencyONE Wholesale Life & Annuity Distribution Wholesale life insurance and annuity distribution services providing financial advisors and financial professionals with access to multiple carrier relationships and risk management and income solutions, now operating as a sub-brand under the consolidated SPG Life & Annuity platform.
- Brokers' Service Marketing Group (BSMG) Life and annuity distribution business consolidated under the SPG Life & Annuity platform, providing financial advisors with access to niche life and annuity solutions and contributing to the combined division's capabilities and carrier relationships.
- Business Underwriters Associates Life and annuity distribution business consolidated under the SPG Life & Annuity platform, contributing to the combined division's capabilities, technical expertise, and carrier relationships for financial advisors.
Companies that use AgencyONE
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles1 record
AgencyONE technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AgencyONE partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights4 records
AgencyONE competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks1 record
Key highlights6 records
Customer concentration
AgencyONE social profiles
Digital presenceAgencyONE financial estimates
Financial estimateRevenue estimate
Valuation estimate
AgencyONE leadership team
Management profileNumber of profiles
Profiles4 records
AgencyONE funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AgencyONE 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 AgencyONE
What does AgencyONE do?
AgencyONE is a wholesale life insurance and annuity distribution brokerage that provides financial advisors and financial professionals with access to carrier relationships, technical expertise, and advanced market solutions. Operating as part of the SPG Life & Annuity unified platform (launched March 31, 2026), the division is licensed in all 50 U.S. states and processes over $1B in annual annuity premium through a 120+ professional team.
Is AgencyONE a public or private company?
AgencyONE is a private company. It is classified as corporate owned and is currently operating.
When was AgencyONE founded?
AgencyONE was founded in 2009. It employs 11 to 50 people.
Where is AgencyONE based?
AgencyONE is headquartered in Rockville, United States, in the North America region.
How does AgencyONE make money?
One revenue line is on record: wholesale Distribution Commissions.
Does AgencyONE have an API?
No public API is recorded for AgencyONE.
What industry is AgencyONE in?
AgencyONE's product category is Life Insurance & Annuity Distribution. Its primary akta.pro industry code is FSAIACAB, Fixed Indexed Annuities (FIA), with a secondary code of FSAEAAAM, Fee-Based Advisory. Its NAICS code is 52421 and its SIC code is 6411.