Brokerage Professionals

What Brokerage Professionals does

Brokerage Professionals is a US national full-service wholesale insurance brokerage founded in 1982 and headquartered in Cave Creek, Arizona. The firm operates as an intermediary between insurance and annuity carriers and a channel of independent insurance agents and financial advisors, distributing term life, permanent life, long-term care, deferred and immediate annuities, disability, and critical illness products through a curated grid of approximately 20 top-rated carrier partnerships, including MetLife, Prudential, Pacific Life, Lincoln Financial, and others. With a headcount of 11-50 employees, the firm functions as a mid-sized, mature distribution intermediary in the US life and annuity market.

The firm's technology stack centers on the iGO e-App electronic application submission platform and a daily-updated annuity product database with online quoting tools, supplemented by a dedicated marketing department that produces carrier-specific training, sales concepts, and consumer-facing educational content for its agent channel. It also operates a premium financing program and a Foreign Nationals coverage capability as additional service offerings. The platform is functionally modern — web-based quoting and electronic case submission — but does not include documented AI/ML components.

Revenue is generated primarily through commissions on placed insurance and annuity products, with the firm earning a percentage of premiums from carriers for policies submitted through its agent channel. With no outside funding, no disclosed M&A activity, and four decades of continuous operation, Brokerage Professionals presents as a privately held, organically funded wholesale distribution business whose growth lever is agent productivity and carrier breadth rather than capital deployment.

Name

Brokerage Professionals

Legal name

Brokerage Professionals, Inc.

Website

https://brokeragepros.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

11–50 employees

Short description

Brokerage Professionals is a US national wholesale insurance brokerage, founded 1982 and headquartered in Cave Creek, AZ, that distributes life, annuity, LTC, DI, and CI products from ~20 top-rated carriers to independent insurance agents and financial advisors via the iGO e-App platform and daily-updated annuity quoting tools, earning commission-based revenue.

Ownership category

akta.pro rank

Product category

Wholesale Insurance Brokerage

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)

akta.pro primary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

Keywords

• Wholesale insurance brokerage
• Life insurance quotes
• Annuity products
• Long-term care insurance
• Disability insurance

Headquarters

HQ city

Media

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. Insurance and Annuity Product Commissions: As a wholesale insurance brokerage agency, Brokerage Professionals earns commissions on insurance and annuity products placed through its network of carrier partners. The company serves as an intermediary between insurance carriers and retail agents/advisors, earning override commissions or brokerage fees on each product sold.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Brokerage Professionals is a national full-service wholesale insurance brokerage agency that distributes a comprehensive array of insurance and annuity products from top-rated carriers to independent insurance agents and financial advisors. The firm offers term life, permanent life, long-term care, disability, critical illness, and annuity products (deferred and immediate), supported by online quoting tools, an annuity product database with daily updates, an electronic application submission system (iGO e-App), premium financing programs, and marketing and underwriting staff support.

Product overview

Brokerage Professionals is a national full-service wholesale insurance brokerage agency offering a comprehensive portfolio of insurance and annuity products. The core offering includes term life, permanent life, long term care, disability, and critical illness insurance, along with deferred and immediate annuities. The platform provides advisors with online quote tools, an electronic application submission system (iGO e-App), and an annuity products platform with daily rate updates. Additional services include premium financing programs, life insurance calculators, social security planning tools, a document library, and educational webinars. The company maintains product and company neutrality, working with top-rated insurance carriers to match clients with appropriate coverage.

Differentiator

Problem solved

Functional benefit

Products and services

• Term Life Insurance Quotes

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

20 partnerships are on record, tiered core.

• American National (ANICO)coreChannel Partner/ Reseller/ DistributorCarrier partner providing term life and permanent life insurance products through Brokerage Professionals' wholesale distribution network.
• Banner LifecoreChannel Partner/ Reseller/ DistributorTerm life insurance carrier partner listed on the Brokerage Professionals carrier grid.
• MetLifecoreChannel Partner/ Reseller/ DistributorTerm life and permanent life insurance carrier partner through Brokerage Professionals.
• Pacific LifecoreChannel Partner/ Reseller/ DistributorTerm life insurance carrier partner through Brokerage Professionals.
• Prudential FinancialcoreChannel Partner/ Reseller/ DistributorTerm life insurance carrier partner through Brokerage Professionals.
• Lincoln Financial DistributorscoreChannel Partner/ Reseller/ DistributorTerm life and permanent life insurance carrier partner through Brokerage Professionals.
• Assurity Life Insurance Co.coreChannel Partner/ Reseller/ DistributorPermanent life and critical illness insurance carrier partner through Brokerage Professionals.
• Mutual of OmahacoreChannel Partner/ Reseller/ DistributorLong-term care and critical illness insurance carrier partner through Brokerage Professionals.
• John HancockcoreChannel Partner/ Reseller/ DistributorLong-term care insurance carrier partner listed on Brokerage Professionals' carrier grid.
• ING USA / ReliaStar LifecoreChannel Partner/ Reseller/ DistributorTerm life and annuity carrier partner through Brokerage Professionals.
• ProtectivecoreChannel Partner/ Reseller/ DistributorPermanent life and annuity insurance carrier partner through Brokerage Professionals.
• Penn Mutual Life Insurance CompanycoreChannel Partner/ Reseller/ DistributorTerm life insurance carrier partner listed on the Brokerage Professionals carrier grid.
• New York LifecoreChannel Partner/ Reseller/ DistributorPermanent life insurance carrier partner through Brokerage Professionals.
• AXA EquitablecoreChannel Partner/ Reseller/ DistributorPermanent life insurance carrier partner listed on the Brokerage Professionals carrier grid.
• Minnesota Life / SecuriancoreChannel Partner/ Reseller/ DistributorPermanent life insurance carrier partner and provider of required carrier training through Brokerage Professionals.
• Principal Life Insurance Co.coreChannel Partner/ Reseller/ DistributorDisability insurance carrier partner providing required carrier training through Brokerage Professionals.
• AmeritascoreChannel Partner/ Reseller/ DistributorDisability insurance carrier partner listed on the Brokerage Professionals carrier grid.
• National Western LifeChannel Partner/ Reseller/ DistributorPermanent life insurance carrier partner through Brokerage Professionals.
• TransAmericacoreChannel Partner/ Reseller/ DistributorLong-term care insurance carrier partner through Brokerage Professionals.
• LifeSecurecoreChannel Partner/ Reseller/ DistributorLong-term care insurance carrier partner through Brokerage Professionals.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Ash Brokerage: Ash Brokerage is a wholesale life insurance and annuity brokerage supporting independent agents and financial advisors with multiple top-rated carriers. Directly comparable to Brokerage Professionals in product breadth (life, annuity, disability), neutral positioning, and technology-enabled advisor support.
• M Financial Group: M Financial Group is a national wholesale life insurance brokerage serving independent financial advisors across the U.S. with multi-carrier access. Directly comparable to Brokerage Professionals in wholesale distribution model, multi-carrier approach, and advisor-focused tools.
• Crump Life Insurance Services: Crump is one of the largest U.S. wholesale life insurance brokerages, distributing life insurance, annuities, and related products from multiple top-rated carriers to independent advisors. Closely aligned with Brokerage Professionals in carrier breadth, product neutrality, and advisor-focused support model.
• Brokers International: Brokers International is a national insurance marketing organization/wholesale brokerage offering life, annuity, LTC, and Medicare products through independent agents. Directly comparable to Brokerage Professionals in multi-line wholesale distribution to independent advisors.
• CreativeOne: CreativeOne is a wholesale insurance and annuity marketing organization serving independent financial professionals with multiple top-rated carrier partners. Comparable to Brokerage Professionals in advisor-channel focus, multi-carrier approach, and product breadth across life and annuities.
• AIM Insurance Marketing: AIM is a wholesale life insurance brokerage that provides independent agents access to multiple top-rated carriers along with marketing and underwriting support. Comparable to Brokerage Professionals in wholesale life distribution model, multi-carrier platform, and agent enablement.
• First Advisors Group: First Advisors Group operates as a wholesale brokerage/distributor of insurance and annuity products to independent agents and financial advisors. Comparable to Brokerage Professionals in wholesale multi-carrier distribution and advisor support services.
• Simplicity Financial Marketing: Simplicity Financial Marketing is a wholesale insurance brokerage specializing in life insurance, annuities, and long-term care products distributed through independent agents. Comparable to Brokerage Professionals in product mix and wholesale-to-advisor GTM.

Broad incumbents

• Transamerica: Transamerica is a major U.S. life insurance and annuity carrier that also operates wholesale distribution through affiliated agent groups. Comparable to Brokerage Professionals as both a carrier partner and a broader competitor in the life and annuity distribution ecosystem.
• Integrity Marketing Group: Integrity Marketing Group is one of the largest independent distributor networks for life and annuity products in the U.S., acquiring and partnering with wholesale brokerages and IMOs. Comparable to Brokerage Professionals as a wholesale life/annuity distributor, though materially larger and PE-backed.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/brokerage-professionals-inc.

Revenue estimate

Valuation estimate

Number of profiles

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 Brokerage Professionals