Brokerage Resources

What Brokerage Resources does

Brokerage Resources, Inc. is a privately held insurance brokerage firm founded in 1996 and headquartered in Maple Grove, Minnesota, with a regional office in Oklahoma City, Oklahoma. The company operates as an intermediary between insurance carriers and independent insurance advisors, providing a single point of access to a portfolio of more than 20 core carriers for life, health, and retirement products. Its value proposition centers on simplifying the operational workflow of independent advisors by consolidating carrier relationships, product information, forms, underwriting guidelines, and term-life quoting into a unified service relationship.

The firm's product surface is composed of four interconnected advisor tools — Forms, Product Info, Term Quote (powered by ipipeline.com LTSearch), and Underwriting — all delivered through ipipeline.com integrations that require an advisor login. The underlying technology stack is not proprietary; Brokerage Resources leverages the third-party ipipeline.com platform to deliver quoting and product management functionality rather than building its own infrastructure. No APIs, SDKs, mobile applications, or proprietary AI/ML capabilities are disclosed.

Brokerage Resources generates revenue through commissions earned on insurance products placed through its brokerage relationships with carriers (transaction-fee model). The go-to-market is sales-led: direct partnerships with independent insurance advisors, primarily in the mid-market segment, operating nationally but with a geographic concentration in the Midwest and South Central United States. Pricing is quote-based and not publicly disclosed. The firm is privately held with no disclosed funding history, no public ticker, and no reported headcount or revenue figures.

Name

Brokerage Resources

Legal name

Brokerage Resources, Inc.

Website

https://brokerageresourcesi.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Brokerage Resources is a privately held insurance brokerage founded in 1996 that supports independent insurance advisors with multi-carrier access, product forms, underwriting tools, and term-life quoting through ipipeline.com integrations across the United States.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

akta.pro secondary industry

Insurtech-Enabled Brokerage (Digital Brokers & Aggregators) (FSAEADAN)

Keywords

• Insurance brokerage services
• Life insurance distribution
• Term life quoting
• Underwriting support tools
• Independent advisor support

Headquarters

HQ city

Maple Grove

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Insurance Brokerage Commissions: Brokerage Resources acts as an insurance brokerage firm, generating revenue through commissions from insurance carrier partnerships. As a link between insurance carriers and independent advisors, the company earns commissions on insurance products placed through their platform.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Brokerage Resources is an insurance brokerage firm that acts as an intermediary between insurance carriers and independent insurance advisors. The company provides advisors with access to a suite of tools (Forms, Product Info, Term Quote, and Underwriting) via ipipeline.com integrations, enabling them to quote, document, and place life insurance products with multiple carrier partners. Founded in 1996, the firm operates nationally with offices in Minneapolis, MN and Oklahoma City, OK, and earns commissions on insurance products placed through its advisor network.

Product overview

Brokerage Resources is a single-service insurance brokerage platform that supports independent insurance advisors with a suite of web-based tools. The core offering consists of four interconnected modules: Term Quote (for generating term life insurance quotes), Product Info (for accessing product specifications), Forms (for managing required documentation), and Underwriting (for accessing underwriting guidelines). These tools are delivered through ipipeline.com integrations, enabling advisors to optimize sales activity while serving clients. The company acts as a brokerage link between independent advisors and insurance carriers.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance Brokerage Services Commission-based insurance brokerage services that connect independent insurance advisors with multiple life, health, and annuity insurance carriers, providing them with back-office support, product access, and tools to place policies with clients.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

22 partnerships are on record, tiered core.

• American GeneralcoreOthersInsurance carrier partner providing life insurance products through Brokerage Resources' advisor network.
• AXA EquitablecoreOthersInsurance carrier partner providing life insurance resources through Brokerage Resources' platform.
• AvivacoreOthersInsurance carrier partner providing life insurance products to independent advisors.
• AssuritycoreOthersInsurance carrier partner integrated with Brokerage Resources' distribution network.
• Banner Life (LG America)coreOthersInsurance carrier partner providing life insurance products.
• Blue Cross Blue Shield of MinnesotacoreOthersRegional insurance carrier partner providing health and life insurance products.
• Fidelity LifecoreOthersInsurance carrier partner providing life insurance products through the brokerage.
• GenworthcoreOthersInsurance carrier partner providing life insurance products.
• ING (now Voya)coreOthersInsurance carrier partner providing life insurance products to independent advisors.
• Lincoln Benefit LifecoreOthersInsurance carrier partner integrated with Brokerage Resources.
• Lincoln Financial GroupcoreOthersInsurance carrier partner providing life insurance and investment products.
• John HancockcoreOthersInsurance carrier partner providing life insurance products.
• MedicacoreOthersInsurance carrier partner providing health and life insurance products.
• Mass MutualcoreOthersInsurance carrier partner providing life insurance and financial products.
• Mutual of OmahacoreOthersInsurance carrier partner providing life insurance products.
• North American Company for Life and Health InsurancecoreOthersInsurance carrier partner providing life and health insurance products.
• Penn MutualcoreOthersInsurance carrier partner providing life insurance products.
• Principal Financial GroupcoreOthersInsurance carrier partner providing life insurance and retirement products.
• Protective LifecoreOthersInsurance carrier partner providing life insurance products.
• PrudentialcoreOthersInsurance carrier partner providing life insurance products.
• TransamericacoreOthersInsurance carrier partner providing life insurance and financial products.
• United of OmahacoreOthersInsurance carrier partner providing life insurance products.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Ash Brokerage: National life insurance brokerage serving independent financial professionals with multi-carrier access, case design, and underwriting support. Directly comparable to Brokerage Resources in target customer (independent advisors), product focus (life insurance), and commission-based revenue model.
• Dorris & Associates Brokerage: Life insurance brokerage focused on serving independent advisors with multi-carrier term and permanent life products. Closely aligned with Brokerage Resources in advisor-centric GTM and personal-lines insurance focus.
• Crump Life Insurance Services: One of the largest U.S. life insurance brokerage firms, distributing life insurance, annuities, and long-term care products through independent advisors. Highly comparable in business model, advisor-channel distribution, and carrier-agnostic positioning.
• Brokers International: Life insurance and annuity brokerage supporting independent agents and financial professionals with carrier access and back-office tools. Strong overlap with Brokerage Resources on distribution structure and life insurance product mix.
• Insurance Designers of America: Independent life brokerage providing term, permanent, and annuity placement through carrier partnerships to independent producers. Comparable in multi-carrier distribution model and advisor support services.
• Impact Marketing Group: Insurance marketing organization specializing in life insurance and annuity distribution for independent agents, with multi-carrier contracts and case management support. Comparable channel and product set to Brokerage Resources.

Others

• iPipeline: Technology platform provider powering the Term Quote, Forms, Product Info, and Underwriting tools that Brokerage Resources delivers to its advisors. Acts as an enabling infrastructure/ecosystem partner rather than a competitor.

Broad incumbents

• AmeriLife Holdings: Large diversified insurance distribution platform serving agents and advisors with life, health, annuity, and final expense products. Operates broadly in the same advisor distribution space but at significantly greater scale and with a wider product portfolio than Brokerage Resources.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/brokerage-resources

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 Resources