Partners Advantage Insurance Services
- Company typePrivate
- Founded1993
- HeadquartersRiverside, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
Partners Advantage Insurance Services firmographics
Firmographics- Name
- Partners Advantage Insurance Services
- Website
- https://partnersadvantage.com
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Partners Advantage Insurance Services industry classification
Industry- Product category
- Life Insurance and Annuity Brokerage
- NAICS
- Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Employee Benefits Brokerage & Consulting (FSAEADAC)
- akta.pro secondary industries
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Insurtech-Enabled Brokerage (Digital Brokers & Aggregators) (FSAEADAN)
Keywords
Where Partners Advantage Insurance Services is headquartered
LocationHeadquarters
- HQ city
- Riverside
- HQ country
- United States
- HQ region
- North America
Markets served
Partners Advantage Insurance Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Distribution channels1 record
Partners Advantage Insurance Services product offering
Product offeringCore offering
Partners Advantage Insurance Services provides life insurance, annuity, and benefits products distributed through the Gallagher Life and Annuity Brokerage Portal. Registered brokers and agents log in to access brokerage resources, case management tools, and resources to grow their insurance businesses. Securities are offered through The Leaders Group, Inc., a FINRA/SIPC member broker-dealer.
Product overview
No product or service information available in the source data.
Differentiator
Problem solved
Functional benefit
Products and services
- Gallagher Life and Annuity Brokerage Portal Web-based brokerage portal for registered insurance brokers and agents to access life insurance and annuity products, manage cases, and access brokerage resources to grow their insurance business. Securities are offered through The Leaders Group, Inc., a FINRA/SIPC member broker-dealer.
- Life Insurance Products Life insurance products distributed to brokers and agents via the Gallagher brokerage network.
- Annuity Products Annuity products distributed to brokers and agents via the Gallagher Life and Annuity Brokerage Portal; securities distributed through The Leaders Group, Inc.
- Benefits Products Insurance benefits products distributed to brokers and agents through the brokerage portal.
Companies that use Partners Advantage Insurance Services
Customer profileSegments1 record
Ideal customer profiles1 record
Partners Advantage Insurance Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Partners Advantage Insurance Services partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- The Leaders Group, Inc.coreSecurities for the Gallagher Life and Annuity Brokerage Portal are offered through The Leaders Group, Inc., a FINRA/SIPC member broker-dealer located at 475 Springfield Ave., Suite 1, Summit, NJ 07901. This is a regulatory compliance partnership for securities distribution.
- GBS Insurance and Financial Services, Inc.minorGBS Insurance and Financial Services, Inc. is mentioned in disclaimer as not affiliated with The Leaders Group, Inc. Third-party information and opinions included on the website have been obtained from sources believed to be reliable.
Recent moves3 records
Expansion highlights1 record
Partners Advantage Insurance Services competitors and assessment
Company assessmentBroad incumbents
- Brown & Brown, Inc. Large diversified insurance brokerage distributing commercial and personal lines through a wide network. Overlaps with Partners Advantage as an insurance brokerage organization, though broader in product scope.
- Equitable Holdings: Major life insurance and retirement solutions provider with a substantial financial-professional distribution channel. Overlaps with Partners Advantage in life and annuity product focus and producer-sold distribution.
- Lincoln Financial Group: Large U.S. life/annuity carrier with significant distribution through financial professionals and dedicated producer support services. Comparable in product mix (life insurance, annuities, retirement solutions) and broker/advisor distribution model.
- Transamerica: Established life insurance and annuity carrier with deep wholesaler-driven distribution to independent producers and IMOs. Comparable as a major carrier whose products flow through life/annuity brokerage channels like the one Partners Advantage operates.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk-management firm that operates the parent network in which Partners Advantage functions. Provides the brand, distribution reach, and back-office resources that the subject company leverages for life and annuity brokerage.
- Corebridge Financial: Major U.S. life and retirement insurer serving individual and group markets through financial professionals. Operates in the same life/annuity distribution ecosystem as Partners Advantage, leveraging advisors and brokerage channels.
- Penn Mutual Life Insurance Company: Mutual life insurance carrier with strong independent producer distribution and an established life/annuity brokerage arm. Comparable as a large-scale life/annuity distributor serving financial professionals through dedicated support and product platforms.
Emerging players
- Independent Marketing Organization (IMO) firms (e.g., Ash Brokerage, Annuity Advisors): Specialty life/annuity IMOs serving independent producers with back-office, carrier access, and producer tools comparable in function to the Gallagher Life and Annuity Brokerage Portal.
- Symetra Life Insurance Company: Mid-sized U.S. life and annuity carrier focusing on retirement, life, and benefits products distributed through financial professionals. Comparable as a specialist life/annuity provider competing for producer mind-share and shelf space on portals.
Others
- The Leaders Group, Inc. FINRA-registered broker-dealer that handles the securities-distribution and compliance overlay for life/annuity producers using Partners Advantage's portal. Comparable as a regulated distribution counterpart in the same producer ecosystem.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Partners Advantage Insurance Services social profiles
Digital presencePartners Advantage Insurance Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Partners Advantage Insurance Services leadership team
Management profileNumber of profiles
Profiles2 records
Partners Advantage Insurance Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Partners Advantage Insurance Services 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 Partners Advantage Insurance Services
What does Partners Advantage Insurance Services do?
Partners Advantage Insurance Services provides life insurance, annuity, and benefits products distributed through the Gallagher Life and Annuity Brokerage Portal. Registered brokers and agents log in to access brokerage resources, case management tools, and resources to grow their insurance businesses. Securities are offered through The Leaders Group, Inc., a FINRA/SIPC member broker-dealer.
When was Partners Advantage Insurance Services founded?
Partners Advantage Insurance Services was founded in 1993. It employs 101 to 250 people.
Where is Partners Advantage Insurance Services based?
Partners Advantage Insurance Services is headquartered in Riverside, United States, in the North America region.
Who are Partners Advantage Insurance Services's main competitors?
Broad incumbents on record are Brown & Brown, Inc., Equitable Holdings, Lincoln Financial Group, Transamerica, Arthur J. Gallagher & Co., Corebridge Financial and Penn Mutual Life Insurance Company. Emerging players are Independent Marketing Organization (IMO) firms (e.g., Ash Brokerage, Annuity Advisors) and Symetra Life Insurance Company. The Leaders Group, Inc. is listed as an others.
Does Partners Advantage Insurance Services have an API?
No public API is recorded for Partners Advantage Insurance Services.
What industry is Partners Advantage Insurance Services in?
Partners Advantage Insurance Services's product category is Life Insurance and Annuity Brokerage. Its primary akta.pro industry code is FSAEADAC, Employee Benefits Brokerage & Consulting, with a secondary code of FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory. Its NAICS code is 52421 and its SIC code is 6411.