Brokerage Professionals
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.
- Company typePrivate
- Founded1982
- HeadquartersMedia, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
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.
Brokerage Professionals firmographics
Firmographics- 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
Brokerage Professionals industry classification
Industry- 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
Where Brokerage Professionals is headquartered
LocationHeadquarters
- HQ city
- Media
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Brokerage Professionals business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- 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
Brokerage Professionals product offering
Product offeringCore 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
Companies that use Brokerage Professionals
Customer profileSegments1 record
Ideal customer profiles1 record
Brokerage Professionals technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Brokerage Professionals partnerships and signals
Strategic signalPartnerships
20 partnerships are on record, tiered core.
- American National (ANICO)coreCarrier partner providing term life and permanent life insurance products through Brokerage Professionals' wholesale distribution network.
- Banner LifecoreTerm life insurance carrier partner listed on the Brokerage Professionals carrier grid.
- MetLifecoreTerm life and permanent life insurance carrier partner through Brokerage Professionals.
- Pacific LifecoreTerm life insurance carrier partner through Brokerage Professionals.
- Prudential FinancialcoreTerm life insurance carrier partner through Brokerage Professionals.
- Lincoln Financial DistributorscoreTerm life and permanent life insurance carrier partner through Brokerage Professionals.
- Assurity Life Insurance Co.corePermanent life and critical illness insurance carrier partner through Brokerage Professionals.
- Mutual of OmahacoreLong-term care and critical illness insurance carrier partner through Brokerage Professionals.
- John HancockcoreLong-term care insurance carrier partner listed on Brokerage Professionals' carrier grid.
- ING USA / ReliaStar LifecoreTerm life and annuity carrier partner through Brokerage Professionals.
- ProtectivecorePermanent life and annuity insurance carrier partner through Brokerage Professionals.
- Penn Mutual Life Insurance CompanycoreTerm life insurance carrier partner listed on the Brokerage Professionals carrier grid.
- New York LifecorePermanent life insurance carrier partner through Brokerage Professionals.
- AXA EquitablecorePermanent life insurance carrier partner listed on the Brokerage Professionals carrier grid.
- Minnesota Life / SecuriancorePermanent life insurance carrier partner and provider of required carrier training through Brokerage Professionals.
- Principal Life Insurance Co.coreDisability insurance carrier partner providing required carrier training through Brokerage Professionals.
- AmeritascoreDisability insurance carrier partner listed on the Brokerage Professionals carrier grid.
- National Western LifePermanent life insurance carrier partner through Brokerage Professionals.
- TransAmericacoreLong-term care insurance carrier partner through Brokerage Professionals.
- LifeSecurecoreLong-term care insurance carrier partner through Brokerage Professionals.
Scale indicators1 record
Recent moves6 records
Expansion highlights4 records
Brokerage Professionals competitors and assessment
Company assessmentDirect 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
Brokerage Professionals social profiles
Digital presenceBrokerage Professionals financial estimates
Financial estimateRevenue estimate
Valuation estimate
Brokerage Professionals leadership team
Management profileNumber of profiles
Brokerage Professionals funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Brokerage Professionals 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 Brokerage Professionals
What does Brokerage Professionals do?
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.
Is Brokerage Professionals a public or private company?
Brokerage Professionals is a private company. It is classified as unknown and is currently operating.
When was Brokerage Professionals founded?
Brokerage Professionals was founded in 1982. It employs 11 to 50 people.
Where is Brokerage Professionals based?
Brokerage Professionals is headquartered in Media, United States, in the North America region.
How does Brokerage Professionals make money?
One revenue line is on record: insurance and Annuity Product Commissions.
Who are Brokerage Professionals's main competitors?
Direct peers on record are Ash Brokerage, M Financial Group, Crump Life Insurance Services, Brokers International, CreativeOne, AIM Insurance Marketing, First Advisors Group and Simplicity Financial Marketing. Broad incumbents are Transamerica and Integrity Marketing Group.
Does Brokerage Professionals have an API?
No public API is recorded for Brokerage Professionals.
What industry is Brokerage Professionals in?
Brokerage Professionals's product category is Wholesale Insurance Brokerage. Its primary akta.pro industry code is FSAEADAA, Retail (Personal Lines) Insurance Brokerage. Its NAICS code is 52421 and its SIC code is 6411.