PARTNERSHIPS

Build Your Business
Within Ours

Scale your independent career backed by institutional strength. Cultivate your own client portfolio, elevate your professional reputation, and develop an autonomous team with proven enterprise infrastructure.

Direct Carrier Contracts · Full Ownership of Your Book · No Franchise Fees

Confident professional partner standing in modern bright office setting

COMPLETE AUTONOMY & OWNERSHIP

Build Something Of
Your Own

Take full control of your career equity. Establish a distinctive market presence, retain 100% book ownership, and cultivate long-term enterprise value with institutional backing.

Your Brand Identity

Operate under your own agency name, logo, and marketing presence. Build recognizable goodwill in your target market while keeping 100% equity in the reputation you cultivate.

  • Direct client-facing independence
  • Custom marketing & agency collateral
  • Zero captive rebranding restrictions

Client Relationships & Referrals

Every policyholder remains your client for life. Retain compounding renewal streams, harvest personal referral networks, and maintain unencumbered transfer rights to your book.

  • Vested renewals from day one
  • Protected client ownership covenant
  • Portable book of business value

Leadership & Team Building

Scale beyond personal production by mentoring producing agents. Structure your own agency hierarchy, earn leadership overrides, and construct a multi-generational business.

  • Multi-tier agency override structures
  • Direct mentorship recruitment leverage
  • Generational equity transfer capability

EXCLUSIVE PRODUCTION INCENTIVE

Production Should Be
Recognized

High producers drive the industry forward. Through the exclusive Founders Pool, our top-tier partners earn vested revenue shares, annual luxury retreats, and long-term equity appreciation beyond standard commission schedules. Agents that close 120 in-force policies per year will participate in the founders pool and be approved to attend our annual luxury three day two night retreat.

Reserved strictly for elite tier agency producers nationwide.

ELITE PRODUCER REWARD
Founders Pool

Vested annual profit allocation, private advisory board access, and executive retreats.

Tier 1 Equity & Revenue Share

PRODUCER OVERHEAD ELIMINATED

Build Consistently.
We'll Cover The Tools.

We eliminate recurring software subscriptions and compliance fees that drain early cash flow. Produce reliably, and Americans United Benefits funds your operational engine 100%.

01 / RISK & COMPLIANCE

100% Paid E&O Insurance

Errors & Omissions coverage is non-negotiable for professional agents, but the annual premium shouldn't eat your first-quarter margin. We sponsor comprehensive policy protection across all participating carriers.

  • Complete annual policy reimbursement upon active writing threshold
  • A-Rated multi-line carrier protection encompassing life and supplemental lines
  • Zero out-of-pocket setup or compliance maintenance fee

Eligibility Note: Sponsoring starts with verified monthly submissions activity on partner carrier contracts. Agents that have 7 policies closed and in force per month will be reimburses their E&O costs up to $40 per month .

E&O Coverage Status: Active

Direct agency sponsorship for certified writing partners. Policy certificates instantly synced across partner carrier portals.

Multi-Carrier Quote Suite

$39/mo enterprise license fully unlocked. Instant comparison matrix across rates, underwriting guidelines, and plan tiers.

02 / SPEED & ACCURACY

Enterprise Quote Engine ($39/mo Covered)

Deliver fast, exact quotes on live consultations without switching tabs or guessing carrier rules. Our integrated engine computes age, health conditions, and state parameters in real time.

  • Instant multi-carrier rate calculation for life and supplemental plans
  • Health underwriting condition matrix with decline prevention
  • Mobile-optimized field quoting interface for rapid client consultations

Eligibility Note: Automatic billing exemption for every agent that writes 7 apps or more per month.

03 / PIPELINE & REACH

CRM & Multi-Line Dialer Stack

Replace disconnected spreadsheets and manual contact logging with our pre-configured CRM. High-velocity outbound dialing, automatic SMS reminders, and lead ingestion come ready to produce on day one.

  • Pre-loaded insurance sales pipeline and automated task stages
  • Integrated high-speed multi-line dialer with instant call recording
  • Automated lead assignment, follow-up drip tracks, and renewal notifications

Eligibility Note: Provided to certified desks maintaining consistent monthly submission flow.

Unified Dialer & Pipeline Engine

Instant lead routing and automated cadence workflows. Reduce manual admin tasks so your time stays focused on producing.

Zero desk fees. All software licenses funded directly as your writing volume grows.

EXCLUSIVE ADVISOR ONBOARDING

Ready To Partner?

Apply today to start building your business within ours. Complete your confidential profile below to connect directly with our agency development directors.

  • Direct carrier contracting with top-tier vesting from day one
  • Full proprietary CRM and integrated dialer infrastructure access
  • Dedicated back-office case management and underwriting support
  • Immediate qualification track for executive production pools

Confidentiality Guarantee: Your information is strictly protected and never shared. Existing contracts and active appointments remain entirely confidential.

Advisor Profile

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Application Received

Thank you for your interest in Americans United Benefits. A Senior Partnership Director will review your profile and reach out within one business day to discuss contract tiers and onboarding.