Strategic Partners & Insurance Group SVC
Strategic Partners & Insurance Group is a Northridge, California-based non-captive insurance marketing organization providing independent insurance agents access to 120+ carriers across life, health, auto, home, and commercial lines via its Strategix Connect platform and Carrier Store.
- Company typePrivate
- Founded-
- HeadquartersNorthridge, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Strategic Partners & Insurance Group SVC firmographics
Firmographics- Name
- Strategic Partners & Insurance Group SVC
- Legal name
- Strategic Partners & Insurance Group SVC
- Website
- https://strategicpartners-insurancegroup.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Strategic Partners & Insurance Group is a Northridge, California-based non-captive insurance marketing organization providing independent insurance agents access to 120+ carriers across life, health, auto, home, and commercial lines via its Strategix Connect platform and Carrier Store.
- Ownership category
- akta.pro rank
Strategic Partners & Insurance Group SVC industry classification
Industry- Product category
- Insurance Marketing and Distribution Services
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Insurance Program Administration & MGA/MGU Services (FSAEADAK)
- akta.pro secondary industry
- Embedded Insurance & Affinity Distribution Platforms (FSAGAGAL)
Keywords
Where Strategic Partners & Insurance Group SVC is headquartered
LocationHeadquarters
- HQ city
- Northridge
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Strategic Partners & Insurance Group SVC business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Insurance Carrier Commissions: SPIG operates as a marketing organization that earns commissions from insurance carriers when agents sell policies through their platform. The company offers competitive commissions with full transparency and no production requirements for agents.
- Lead Generation Services: The company provides lead generation services to agents including high-intent leads for auto, home, health, and life insurance, with both exclusive and shared options. Services include done-for-you campaign management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Usage-based | Pay-as-you-go | Lead generation and campaign management services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Strategic Partners & Insurance Group SVC product offering
Product offeringCore offering
Strategic Partners & Insurance Group SVC operates as a non-captive insurance marketing organization (MGA) that distributes life insurance, annuities, and other insurance products through a network of independent insurance agents. The company provides agents with access to over 120 A-rated insurance carriers via its Carrier Store and Strategix Connect portal, along with lead generation, marketing tools, training, and commission support with no production requirements. Its product lines include individual life insurance, annuities, business owner financial planning solutions, and employer retirement benefit programs.
Product overview
Strategic Partners & Insurance Group SVC operates as an independent insurance agency network and marketing organization. The company offers a platform-plus-partner model comprising insurance products (Annuities, Life Insurance with various policy types), business owner and employer retirement planning services, agent-facing technology tools (Strategix Connect portal, Carrier Store), and lead generation services. Agents access the network to quote and bind policies across 50-120+ insurance carriers, while the company provides technology infrastructure for carrier appointments, quoting, and campaign management.
Differentiator
Problem solved
Functional benefit
Products and services
- Annuities Retirement savings products including Single Premium Indexed Annuities, Flexible Premium Indexed Annuities, and Multi-Year Guaranteed Annuities (MYGAs) that provide tax-deferred growth and guaranteed income streams, distributed through SPIG's independent agent network.
- Life Insurance Individual life insurance policies including Whole Life, Universal Life, Indexed Universal Life, Variable Universal Life, and Term Insurance, with options for living benefits riders, distributed through SPIG's independent agent network.
- Business Owner Services Financial solutions for business owners including Qualified Plans, Non-Qualified Plans, Business Continuation, and Business Transition planning, delivered through SPIG-affiliated agents to business-owner clients.
- Employer and Plan Sponsor Services Retirement benefit solutions for employers and plan sponsors including Group Unallocated Annuities and Guaranteed Lifetime Income Rider (GLIR) to help employees achieve financial independence.
- Insurance Lead Generation High-intent insurance leads for Auto, Home, Health, and Life insurance delivered directly to agent inboxes or CRM systems in real time, with both exclusive and shared lead options and done-for-you campaign management for agents and agencies.
Quantifiable outcome
- Over 120 insurance carriers available on platform
- +2 more outcomes
Companies that use Strategic Partners & Insurance Group SVC
Customer profileSegments4 records
Ideal customer profiles3 records
Strategic Partners & Insurance Group SVC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Strategic Partners & Insurance Group SVC partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Multiple Insurance Carriers (50+)coreStrategic Partners Insurance Group partners with over 50 insurance carriers (expanding to 120+) across life, health, auto, home, and commercial insurance lines. The company operates as a marketing organization (MGA) distributing these carriers' products through its network of independent agents. Carriers include A-rated insurance companies represented through the Carrier Store platform.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Strategic Partners & Insurance Group SVC competitors and assessment
Company assessmentBroad incumbents
- Transamerica: Major life insurance and annuity carrier with broad independent agent distribution across the U.S., including indexed annuities and life products overlapping with SPIG's product portfolio. Not a direct peer on model (carrier vs. MGA), but a counterparty and competitor for end-agent mindshare.
- Integrity Marketing Group: Large-scale, PE-backed insurance MGA and distribution platform serving independent agents with multi-carrier access across life, health, and annuity products. Direct analog to SPIG's non-captive model but at vastly greater scale and with proprietary technology investments.
- F&G Annuities & Life: Specialty insurer and annuity provider distributing indexed annuities, MYGAs, and life products through independent agents and IMOs. Overlaps with SPIG's annuity-heavy product mix and its independent agent channel.
Direct peers
- Brokers International: Insurance marketing organization that distributes life, annuity, and final-expense products through independent agents via carrier relationships and lead-generation services. Closely mirrors SPIG's commission plus lead-revenue model.
- Annuity National Brokerage: Independent annuity brokerage and marketing organization giving agents access to multiple carriers for fixed, indexed, and immediate annuity placements. Direct overlap with SPIG's annuity product suite and carrier-store model.
- National Western Financial: Insurance marketing organization specializing in annuities and life insurance distribution through independent agents, with carrier relationships and lead-generation support similar to SPIG's annuity and life product lines.
- D.W. Van Dyke & Co. Multi-carrier insurance marketing organization offering life, annuity, long-term care, and disability products to independent producers. Similar size and go-to-market as SPIG with comparable carrier breadth.
- Crump Life Insurance Services (OneDigital): Wholesale life insurance brokerage and MGA now part of OneDigital, offering independent agents multi-carrier placement, case design, and advanced underwriting support for life insurance and annuities. Comparable to SPIG in distribution model and product focus.
- Ash Brokerage (Equitable Network): Independent insurance marketing organization providing producers access to multiple life, annuity, and disability carriers, plus advanced market support for business owners and high-net-worth cases. Closely comparable to SPIG's mix of life/annuity products and Advanced Market segment.
Emerging players
- AgentCubed: Insurance-specific CRM, lead management, and automated marketing platform built for independent agents and MGAs. Comparable to the Strategix Connect and Lead Management components of SPIG's technology stack.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Strategic Partners & Insurance Group SVC social profiles
Digital presenceStrategic Partners & Insurance Group SVC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Strategic Partners & Insurance Group SVC leadership team
Management profileNumber of profiles
Profiles1 record
Strategic Partners & Insurance Group SVC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Strategic Partners & Insurance Group SVC 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 Strategic Partners & Insurance Group SVC
What does Strategic Partners & Insurance Group SVC do?
Strategic Partners & Insurance Group SVC operates as a non-captive insurance marketing organization (MGA) that distributes life insurance, annuities, and other insurance products through a network of independent insurance agents. The company provides agents with access to over 120 A-rated insurance carriers via its Carrier Store and Strategix Connect portal, along with lead generation, marketing tools, training, and commission support with no production requirements. Its product lines include individual life insurance, annuities, business owner financial planning solutions, and employer retirement benefit programs.
Is Strategic Partners & Insurance Group SVC a public or private company?
Strategic Partners & Insurance Group SVC is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Strategic Partners & Insurance Group SVC founded?
Strategic Partners & Insurance Group SVC was founded in -1. It employs 1 to 10 people.
Where is Strategic Partners & Insurance Group SVC based?
Strategic Partners & Insurance Group SVC is headquartered in Northridge, United States, in the North America region.
How does Strategic Partners & Insurance Group SVC make money?
Two revenue lines are on record. Insurance Carrier Commissions are the primary driver. The others are lead Generation Services.
Who are Strategic Partners & Insurance Group SVC's main competitors?
Broad incumbents on record are Transamerica, Integrity Marketing Group and F&G Annuities & Life. Direct peers are Brokers International, Annuity National Brokerage, National Western Financial, D.W. Van Dyke & Co., Crump Life Insurance Services (OneDigital) and Ash Brokerage (Equitable Network). AgentCubed is listed as an emerging player.
Does Strategic Partners & Insurance Group SVC have an API?
No public API is recorded for Strategic Partners & Insurance Group SVC.
What industry is Strategic Partners & Insurance Group SVC in?
Strategic Partners & Insurance Group SVC's product category is Insurance Marketing and Distribution Services. Its primary akta.pro industry code is FSAEADAK, Insurance Program Administration & MGA/MGU Services, with a secondary code of FSAGAGAL, Embedded Insurance & Affinity Distribution Platforms. Its NAICS code is 52421 and its SIC code is 6411.