What would your agency look like with the right foundation?
Start your own agency. Expand the team you’ve built. Move your business forward with a national carrier portfolio, agency-level opportunities, practical technology, and people who know the insurance business.
Contracts open the door. The infrastructure is what helps you build.
Advantage Plus works with independent agents and agencies at different stages. Keep your business identity and client relationships while drawing on a wider platform of carrier access, technology, training, and support.
| What to look at | Advantage Plus | Contract-only agency model |
|---|---|---|
| Carrier portfolio | ✓100+ carrier contracts across Medicare, Life, Annuity, ACA, and ancillary lines | May center on appointments, with other resources handled separately |
| Agency-level opportunity | ✓Discuss hierarchy, contract strategy, and growth pathways around your agency’s experience and production | Structure and advancement options vary by organization |
| Technology & operations | ✓Portal and CRM resources, quoting and enrollment tools, commission support, client and production tools | Tools can be limited, disconnected, or separately sourced |
| Build your team | ✓Agency development guidance, onboarding resources, recruiting support, and leadership pathways | Team-building support may not be part of the relationship |
| Learning & compliance | ✓Carrier certification guidance, live training, product learning, and dedicated compliance resources | Training may be concentrated around initial carrier contracting |
| Marketing & retention | ✓Marketing tools, approved co-op opportunities, event support, and client retention resources | Often left to the agent or purchased from outside vendors |
| Book ownership | ✓Agent-owned book and client relationships, subject to the written agreement and carrier rules | Portability and ownership depend on the written agreement |
“Contract-only agency model” describes a common type of arrangement, not every organization. Programs, contract levels, appointments, services, and eligibility vary; review all written terms before making a decision.
Make the moving parts work together.
Resources across the agent business—so contracting, client work, team development, and retention aren’t four separate jobs.
Carrier contracting & products
Contracting and certification guidance, carrier portfolio access, Medicare, Life, Annuity, ACA, final expense, and ancillary opportunities.
Portal, CRM & enrollment tools
Client management, plan comparison, provider and drug search, quoting and enrollment tools, reports, document access, and production resources.
Commissions, reporting & support
Commission support, production tracking, carrier issue resources, agent services, onboarding guidance, and help navigating the day-to-day work.
Recruit, train & lead
Build a team with recruiting and onboarding resources, leadership guidance, live training, and opportunities to develop new agency leaders.
Marketing, events & retention
Marketing materials, approved campaign and event support, retention resources, and practical ways to stay visible in your community.
Compliance & eligible E&O
Access compliance education and guidance, plus complimentary E&O for qualifying agents under program requirements.
Manage the moving parts from one command center.
The Agency Management Portal gives principals a clearer view of their downline, production, contracting progress, and finance activity—so you can lead your agency with less guesswork.
Your business, in view.
Turn portal visibility into a recruiting advantage. Show agents a business system that helps them get onboarded, stay organized, access tools, and grow with your team.
Explore Agency ManagementGrow from producer to agency leader.
As your business grows, your needs change. Advantage Plus has pathways for agents who want to recruit, develop leaders, and build a larger organization—with agency-level support along the way.
Build your base
Get appointed, set up your tools, develop your client process, and establish consistent production.
Bring in agents
Use onboarding, training, and recruiting resources to help new agents get started and stay engaged.
Develop team leaders
Build a structure with leadership responsibilities, team support, and a clear growth plan.
Expand your agency
Discuss higher-level agency opportunities and production-based pathways as your organization qualifies.
Agency contract pathways: General Agent, Senior General Agent, FMO Partner, and NMO opportunities are available for qualifying organizations. Production and active-agent criteria, carrier rules, and written agreements determine eligibility and terms.
Discuss agency levels ↗Which chapter are you in?
Start with what you need today. Grow into more as your business and team take shape.
Start with a strong base.
Turn your license and ambition into a practical plan for building an independent insurance business.
- Get help with onboarding and contracting
- Learn products, tools, and client workflows
- Build a foundation for future growth
Make your existing book work harder.
Bring your experience. Explore carrier access, agency resources, technology, and support built around your day-to-day business.
- Review current contracts and goals
- See the portal and CRM tools
- Explore marketing and retention support
Build the organization you envision.
Add the systems and support to recruit, develop agents, create leaders, and expand into new opportunities.
- Discuss agency-level contract pathways
- Support for recruiting and onboarding
- Guidance for scaling your team
Take a closer look at the Agent Portal.
Book a walkthrough and explore how the portal, CRM, quoting and enrollment tools, training resources, and agent support can fit into your business.
Book a Portal DemoPortal walkthrough
- Agent dashboard and key resources
- Client and production management tools
- Carrier directory and product resources
- Training, compliance, and marketing centers
- Questions specific to your agency goals
Let’s talk about what you’re building.
Tell us where you are today and where you want to go. An Advantage Plus team member can follow up about fit, contract opportunities, portal access, team growth, and next steps.
Build your agency on your terms.
Independent ownership. A bigger platform. A real conversation about your goals.