More than a platform

Working with financial professionals to grow their business

We are a partner for growth. Our value is in helping our customers-whether they're carriers, distributors, or the individual financial professional-grow and scale their business, while becoming more efficient in the process. We're proud to work with some of the most well-known names in the industry. Learn more about our partners below. 

Carriers

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Allianz
American Equity
Athene
Brighthouse
Corebridge
Eagle Life
Equitable
Global Atlantic
Jackson
Lincoln
Mass Mutual Ascend
Nationwide
New York Life
Pacific Life
Protective
Prudential
Sammons Financial
Symetra
Transamerica

Outsourced Insurance Desk

FIDX Desk
1 Insurance Solutions
Concourse Financial Group

Technology

BlackRock
Envestnet MoneyGuide
iCapital