Brokers AllianceRun on data you can check
How Brokers Alliance uses dashboards and AI for the independent agents, advisors and agencies it serves. How we use data and automation, what changes for an independent agent on Monday morning, and which of our statements you can check, which you can test, and which we simply sign our name to.
In the paper’s own words
A data-forward distributor runs its own operation on data and automation it built and monitors, with a named person accountable for every regulated decision, and it lets a hierarchy owner connect their own assistant to their own data on their own terms. Every claim in this paper is one of four kinds, and the label tells you how to treat it: open it, read your contract, try it yourself, or hold us to our word.
Six sections, one close, and four kinds of statement, each one labelled.
The six sections
- What data-forward means here, and what it does not. The definition and the not-list, as the site prints them, signed.
- We publish what we measure, not what we promise. The service standard as an outer limit; the averages we do not publish; who resolves a discrepancy.
- The technology provided with the contract. MyAdvisorCloud, MyAdvisorGrids, RetirementBrain, LifeBrain, automated contracting. The contract is the source.
- AI in our back office, and the line it does not cross. Automation drafts, sorts, flags and reminds. A person makes every case change and sends every transaction.
- MyAdvisorData: your hierarchy, your assistant, read-only. A read-only connection for a hierarchy owner, in testing on a hierarchy we own. By invitation.
- What we commit to in David’s name. Daily review by people, the lead-filter replay, the business-quality pattern review. Private by rule.
The close is the seven questions an independent agent or a principal asks before anything else, each answered in a line or marked “not yet”. Put them in writing to anyone, including us.
What you can open right now
- brokersalliance.com/llms.txt: the plain-text description of this company that any assistant can read.
- The structured data on this page and on any page of brokersalliance.com: view the source and read it.
- The signer line at the bottom of any regulated page, this one included: a name and a title for the person who reviewed it.
What the AI at Brokers Alliance does not do, on this page as on every page that describes it:
- No suitability verdicts
- No policy health scores
- No product recommendations
- No case changes
- No transactions
- No contact with a hierarchy’s downline agents by Brokers Alliance
Reviewed and signed by David Racich, President and CEO, published 10-02-26. Regulated content on this site is reviewed and signed by a named person before it is published. What you can check yourself: /llms.txt, the structured data on this page, and this line.
Read it, then put the seven questions to anyone. Including us.
Brokers Alliance is a second-generation, family owned life and annuity IMO, FMO and BGA, founded in 1982 in Fountain Hills, Arizona. No fee to contract.
Read the whitepaper (PDF)