FOR REGISTERED ADVISORS

Resources built for registered advisors

Carrier intelligence, incentive programs, and producer tools in one place, backed by a firm that has stayed independently owned since 1982.

Independently owned since 1982 Fountain Hills, Arizona (866) 872-9394
01 · CARRIER INTELLIGENCE

Carrier spotlights and news

Stay current on the carriers you place business with. We surface carrier spotlights and news flashes so you always know what is moving, and we keep client engagement front and center.

CS Carrier Spotlights
A closer look at the carriers on the platform and where each one fits best.
NF Carrier News Flashes
Timely updates on carrier changes as they happen, so nothing catches you off guard.
CE Client Engagement
Materials and support that help you stay in front of your clients and keep relationships warm.
02 · INCENTIVES

Incentives and reward points

The programs that recognize the business you write, kept simple and easy to track.

CI Carrier Incentives
Access the incentive programs carriers run for producers on qualifying production.
RP Reward Points
Track and redeem the points you earn as your book grows.
03 · PRODUCER TOOLS

The producer center and more

Everything you need to run and grow your practice, from contracting through case status.

PC Producer Center
Your hub for contracting, case status, and the day-to-day of running production.
PN Pension Resources
Support for the pension and retirement side of your practice.

Ready to get contracted?

Talk with our team about bringing your registered-advisor practice to Brokers Alliance. Call (866) 872-9394 or reach out and we will get you set up.

Get contracted