How contracting works

From request to appointed in five clear steps.

There is no fee to contract with Brokers Alliance and no commitment to stay. A real person follows up within one business day, the paperwork runs through an automated workflow, and the hierarchy you bring stays yours.

Get Contracted Call (866) 872-9394

Independently owned since 1982 · 73+ carrier relationships · Top Workplace in Arizona five years straight

The process

What happens between your request and your first case

Five steps, and most of the work in them is ours. Here is the whole contracting process, including who does what at each stage.

01

Send the contracting request

Create your free account at brokersalliance.com/register. There is no fee to contract and no obligation attached, so the request costs you nothing but the minutes it takes.

You provide
Your name, your contact details, and a rough idea of what you write.
Brokers Alliance handles
Routing your request to the sales team.
02

Talk with the sales team

A member of the sales team contacts you within one business day to learn how you run your business. Together you map the carrier lineup you want to write from our 73+ relationships and flag any releases a current upline would need to sign.

You provide
The carriers you want, your production focus, and your current upline if you have one.
Brokers Alliance handles
Carrier mapping, compensation questions, and spotting which carriers require a release.
03

Complete the paperwork through one workflow

We supply every piece of contracting paperwork and you finish it inside our automated onboarding workflow. The Contracting Team then handles submission and follow-up with each carrier so it keeps moving.

You provide
Signatures and your licensing details.
Brokers Alliance handles
The paperwork, the carrier submissions, and the chasing.
04

Clear releases and get appointed

Switching from another IMO or BGA is a known road, and we walk it with you: we identify which carriers need a release, supply the forms, and re-appoint you through the same automated workflow. Release rules vary by carrier, so your contact spells out exactly what applies to your lineup.

You provide
A signed release from your current upline where a carrier requires one.
Brokers Alliance handles
Identifying which carriers need it and pushing your appointments through.
05

Go live in MyAdvisorCloud

Once carriers confirm your appointments, you are live in MyAdvisorCloud, quoting and submitting business from day one. MyAdvisorGrids, RetirementBrain, and LifeBrain ship with the contract at no monthly charge, and a dedicated case management team stands behind the cases you write.

You provide
The business.
Brokers Alliance handles
Case management, licensing support, and the technology under all of it.

What you need to get started

The short list. Everything else surfaces on that first call or inside the onboarding workflow.

  • An active insurance license. Carrier paperwork asks for your license details, and the team walks you through the rest.
  • A sense of the carriers you want to write. The directory below helps, and the mapping call fills in the gaps.
  • Your current upline details if you are switching, so release requirements surface early instead of late.
  • A free account at brokersalliance.com/register. No fee, no commitment.
Choose your lineup

Know your carriers before the first call

The mapping conversation goes faster when you arrive with names. Browse who we place business with and what your states require.

73+ relationships

Carrier Directory

Life, fixed and indexed annuities, final expense, IUL, long-term care and linked benefits, and disability income. See the carriers behind the contract.

Browse carriers →
State by state

State Licensing Guides

Licensing and appointment guides for the states you write in, so nothing surprises you at appointment time.

Open the guides →
Questions agents ask

Before you start

Does it cost anything to contract with Brokers Alliance?
No. Brokers Alliance does not charge agents or advisors a fee to contract or to work with us. You are paid through standard carrier commissions and overrides, and MyAdvisorGrids, RetirementBrain and LifeBrain carry no monthly charge.
How fast can I start writing business?
A member of the sales team contacts you within one business day of your request, and the automated contracting workflow moves your paperwork to carriers quickly after that. Appointment timing varies by carrier, which is exactly what your contact walks through on your first call.
What if I am contracted with another IMO or BGA today?
We help you through the release process. We identify which carriers need a release from your current upline, supply the paperwork, and re-appoint you through automated contracting workflows. Release rules vary by carrier.

Start step one right now.

The request is free, a real person follows up within one business day, and the hierarchy you bring stays yours.

Get Contracted

Questions first? Talk to the team or call (866) 872-9394.