About Partners Advantage
Partners Advantage Insurance Services, LLC, is an independent, national insurance marketing organization. A privately held company led by CEO Scott Tietz, CLU, and President James Wong, Partners Advantage Insurance Services celebrated its 20th anniversary in 2013. With 70 associates located in offices across the country, our staff is available by phone 12 hours each business day from 7AM to 7PM CT.
Our sales, contracting and licensing, and new business teams are complemented by our
In-House Specialty Services:
- Underwriting Team
- Compliance and Suitability Team
- Advanced Markets Consultant
We also offer access to relationships for financial professionals and agencies seeking a Registered Investment Advisory (RIA) firm or broker-dealer association.
Partners Advantage is made up of 3 different divisions:
Works with agencies that have staff and an office, and do at least $1 million in target life premium or $10 million in annuity premium. We conduct training, meetings, and offer shared services, technology and support to help these agencies grow into better marketing offices and assist the owners in helping their business thrive.
Designed to buy 10% to 50% of agencies and help them grow into larger, more profitable agencies. The team provides a customized platform and technology solutions to help fit the needs of agencies ranging from the emerging agency all the way up to experienced agencies that need new sources of revenue to help grow their P&L.
Works directly with fiancial professionals and small, growing agencies. This division usually does everything, including assigning marketers to help develop cases and choose the right carriers, case management and contracting. This division has incentive trips that have previously included a Mediterranean cruise, and a trip to Costa Rica which included an all-inclusive land package. They also run production based contests from time to time to win exciting prizes.
Partners Advantage currently holds contracts with over 50 carriers throughout the country. We have a strong shared services system that provides agencies with training, technology and speciality services that enhance the companies overall operations.
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