Strategic Partners

We proudly collaborate with the industry’s leading membership organizations, consultants and technology providers. Through these relationships we offer industry expertise, integrations and solutions to fuel organic growth.


Associations & Agency Networks

Our partnerships with industry associations and agency networks add value to the insurance industry by providing greater resources to the groups and their agencies. Through collaboration, the program identifies and engages membership organizations on technology and thought leadership initiatives that benefit both their businesses and their individual members.

Benefit Advisors Network (BAN)

BAN is the premier national, credentialed network of independent employee benefit brokerages and consulting firms. Members, known as smart partners, are amongst the most prestigious and progressive employee benefits specialists in the United States. Through industry-leading tools, technology and expertise member firms can deliver optimum results for employee benefit customers.

Health Agents for America (HAFA)

HAFA was formed in November 2012 to answer a need for independent health agents to provide exclusive representation in order to address matters such as commissions, the ACA and inclusion in the marketplace. HAFA’s mission is to be the leading voice for licensed insurance professionals nationwide and to protect, educate and advocate for the independent insurance agent to better serve consumers.

National Association of Health Underwriters (NAHU)

NAHU represents more than 100,000 licensed health insurance agents, brokers, general agents, consultants and benefit professionals through more than 200 chapters across the United States. NAHU members service the health insurance needs of large and small employers as well as people seeking individual health insurance coverage. NAHU’s primary goal is to promote access to affordable health insurance coverage for all Americans.

Industry Consultants

By collaborating with the leading minds in the insurance industry, we bring fresh, innovative ideas to our combined partners.

Benefit Technology Resources

Founded in 2008, Benefit Technology Resources (BTR) is a leading independent HR technology consulting firm based out of Tampa, Florida. With over 60 employees, BTR specializes in helping organizations evaluate and source HR technology in order to support their strategic business objectives. BTR provides expert guidance in a wide variety of HR technologies such as talent management, benefits administration, and workforce management. Additionally, they implement and support several market-leading benefits administration platforms.


eTekhnos is the nation’s only benefit industry-focused web design and internet marketing agency as well as a leader in providing custom employee communications. Founded in 2005 by President Jeff Hill, eTekhnos provides on-trend website design that highlights the uniqueness of the client, while the eTekhnos Social Team crafts an agency’s online presence on social media platforms such as Facebook, LinkedIn and YouTube.

InCite Performance Group

InCite Performance Group is a private client group and membership program for the top insurance sgencies and brokerages in the United States, Canada and Latin America. Members receive access to the group’s intellectual capital, resources, training, advising, networking opportunities, as well as the ability to attend its live events. InCite Performance Group is comprised of more than 125 members, representing $4 billion in premiums.