The Assurance Group
- Company typePrivate
- Founded1988
- HeadquartersArchdale, United States
- Headcount—
- GTM typeB2B
- OfferingServices
The Assurance Group firmographics
Firmographics- Name
- The Assurance Group
- Legal name
- The Assurance Group
- Website
- https://assuregrp.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Ownership category
- akta.pro rank
The Assurance Group industry classification
Industry- Product category
- Insurance Marketing Organization (Senior Market Distribution)
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Embedded Insurance & Affinity Distribution Platforms (FSAGAGAL)
- akta.pro secondary industry
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where The Assurance Group is headquartered
LocationHeadquarters
- HQ city
- Archdale
- HQ country
- United States
- HQ region
- North America
Offices9 records
Markets served
The Assurance Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Insurance Product Commissions: TAG earns commissions from insurance carriers for policies sold through its career agents and brokerage network. The commission program builds at each agent level with increased compensation based on agent and/or team performance. Policy renewal payments provide continuous income for agents.
- Agent Commission Advances: TAG provides advances on agent commissions as part of its agent support program.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Annual | Agent commission program with performance-based advancement |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
The Assurance Group product offering
Product offeringCore offering
The Assurance Group is an insurance marketing organization that distributes senior-market insurance products (Medicare Advantage/Supplement, Final Expense, Ordinary Life, Annuities, Long Term Care, and Supplemental Health) from multiple carriers through a career agency system and a network of independent brokerage agents. TAG supports these agents with a proprietary agency management platform, exclusive leads, appointment setting, training, and a retirement seminar platform, earning commission-based revenue from carriers on policies sold.
Product overview
The Assurance Group operates as an insurance marketing organization offering a portfolio of core insurance products across three categories: Life Insurance (Final Expense/Ordinary Life), Medicare Plan Options/Supplemental Health, and Financial Services/Annuities. The company's proprietary agency management platform provides agents with electronic contracting, commission statements, reporting & analytics, pending case requirements tracking, and lead delivery & management capabilities. TAG supplements its product offerings with TAG Retirement Seminars for agent education and lead generation, an Appointment Setting Program through its in-house call center, the Leads2Success exclusive lead program, and comprehensive training programs. The platform enables career and brokerage agents to manage their insurance sales operations across Medicare Advantage, Medicare Supplement, life insurance, annuities, long-term care, and supplemental health products.
Differentiator
Problem solved
Functional benefit
Products and services
- Life Insurance (Final Expense / Ordinary Life)
- Medicare Plan Options / Supplemental Health
- Financial Services / Annuities
Quantifiable outcome
- Over 750,000 Medicare Advantage clients enrolled from 2004-2007
- +4 more outcomes
Companies that use The Assurance Group
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
The Assurance Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
The Assurance Group partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core and minor.
- IntegritycoreIn October 2020, The Assurance Group became a partner with Integrity. Thanks to that partnership, TAG continues to grow at an industry-leading pace with access to Integrity-exclusive resources and technology. TAG offers W-2 opportunities for sales roles which enjoy participation in Integrity's Employee Ownership Plan as well as additional employee benefits like 401(k), health benefits, and more. TAG's privacy policy and terms of service are linked to Integrity's domain.
- Leads2SuccesscoreTAG offers agents exclusive leads through its business partnership with Leads2Success. New leads are exclusive to TAG agents and are never re-sold. Leads are delivered in as little as five minutes through proprietary e-delivery system including spreadsheets and PDF images of each lead. Recycled leads (not sold) are returned to recycled inventory free of charge for career agents.
- AIGminorCarrier partner offering insurance products through TAG's distribution network
- American General (AMAM)minorCarrier partner offering insurance products through TAG's distribution network
- AetnaminorCarrier partner offering insurance products through TAG's distribution network
- AIG Life & Retirement (ANICO)minorCarrier partner offering insurance products through TAG's distribution network
- CignaminorCarrier partner offering insurance products through TAG's distribution network
- EquiTrustminorCarrier partner offering insurance products through TAG's distribution network
- ForestersminorCarrier partner offering insurance products through TAG's distribution network
- HumanacoreHumana recognized TAG's potential and partnered with TAG in 2004 to sell the new Medicare Advantage 'zero premium' product alongside United Healthcare. Humana and TAG worked together to enroll hundreds of thousands of Medicare Advantage clients.
- LifeShieldminorCarrier partner offering insurance products through TAG's distribution network
- NassauminorCarrier partner offering insurance products through TAG's distribution network
- OxfordminorCarrier partner offering insurance products through TAG's distribution network
- United HealthcarecoreIn 2004, United Healthcare recognized TAG's national agent distribution network and approached Ed Shackelford to have TAG's agent base sell the new Medicare Advantage 'zero premium' product. Over the next three years, TAG agents enrolled over 750,000 Medicare Advantage clients representing nearly $2 Billion in revenue. TAG was awarded an exclusive agreement with United Healthcare.
Scale indicators8 records
Recent moves7 records
Expansion highlights5 records
The Assurance Group competitors and assessment
Company assessmentBroad incumbents
- Prudential Financial: Large diversified carrier with extensive career-agent distribution across life insurance, retirement income, and annuities — broad incumbent whose Prudential Advisors and Group Insurance channels overlap with TAG's life, annuity, and retirement distribution.
- Mutual of Omaha: Large diversified carrier with substantial agency distribution in Medicare Supplement, Final Expense, and annuities — broader portfolio than TAG and operates as the underwriter rather than an IMO, but competes for the same senior consumer and agent relationships.
- Humana: One of TAG's largest carrier partners (Medicare Advantage 'zero premium' product) but also a competitor via direct-to-consumer and CenterWell agent channels; an incumbent whose distribution strategy directly affects TAG's commission economics.
- Transamerica: Major life insurance and retirement carrier with a long-standing career-and-brokerage agency distribution network across life, annuity, and supplemental products — broader enterprise than TAG, with overlapping carrier-side competitive dynamics.
Direct peers
- Bankers Life and Casualty: A CNO Financial subsidiary running a career-agent branch model selling Medicare Supplement, Final Expense, life, and annuities to middle-market seniors — closely mirroring TAG's distribution approach, customer base, and product mix.
- Combined Insurance (Chubb): A Chubb-owned supplemental insurance carrier distributed through a career-agent network selling accident, critical illness, hospital indemnity, and life products to employer groups and middle-market consumers, comparable in its IMO-style distribution through career agents.
- Globe Life: Holdco for life insurance distributors (Globe Life, American Income Life, Liberty National) with national agent networks selling simplified-issue life and supplemental products to middle-income families and seniors — a structurally identical IMO model.
- American Income Life: Globe Life subsidiary using 100% union-adjacent career-agent distribution to sell life insurance and supplemental products to working- and middle-class families, including seniors — directly comparable to TAG's career agency system.
- Colonial Penn: CNO-owned life insurance carrier/marketer targeting pre-retirees and seniors through both direct response and agent channels, with a focus on guaranteed-acceptance Final Expense and simplified-issue products overlapping TAG's senior life line.
- Liberty National Life: Globe Life subsidiary operating a career-agent distribution model centered on life insurance, cancer, and supplemental health products to working- and middle-market households — directly analogous to TAG's career agency channel.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
The Assurance Group social profiles
Digital presenceThe Assurance Group compliance and trust
Trust signalCompliance1 record
The Assurance Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Assurance Group leadership team
Management profileNumber of profiles
Profiles13 records
The Assurance Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Assurance Group 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 The Assurance Group
What does The Assurance Group do?
The Assurance Group is an insurance marketing organization that distributes senior-market insurance products (Medicare Advantage/Supplement, Final Expense, Ordinary Life, Annuities, Long Term Care, and Supplemental Health) from multiple carriers through a career agency system and a network of independent brokerage agents. TAG supports these agents with a proprietary agency management platform, exclusive leads, appointment setting, training, and a retirement seminar platform, earning commission-based revenue from carriers on policies sold.
Is The Assurance Group a public or private company?
The Assurance Group is a private company. It is classified as corporate owned and is currently operating.
When was The Assurance Group founded?
The Assurance Group was founded in 1988.
Where is The Assurance Group based?
The Assurance Group is headquartered in Archdale, United States, in the North America region.
How does The Assurance Group make money?
Two revenue lines are on record. Insurance Product Commissions are the primary driver. The others are agent Commission Advances.
Who are The Assurance Group's main competitors?
Broad incumbents on record are Prudential Financial, Mutual of Omaha, Humana and Transamerica. Direct peers are Bankers Life and Casualty, Combined Insurance (Chubb), Globe Life, American Income Life, Colonial Penn and Liberty National Life.
Does The Assurance Group have an API?
No public API is recorded for The Assurance Group.
What industry is The Assurance Group in?
The Assurance Group's product category is Insurance Marketing Organization (Senior Market Distribution). Its primary akta.pro industry code is FSAGAGAL, Embedded Insurance & Affinity Distribution Platforms, with a secondary code of FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory. Its NAICS code is 52421 and its SIC code is 6411.