Amid ongoing consolidation, the family-owned company spells out its ownership, agent conditions and proprietary technology
We put every answer in writing. Agents should be able to see how we operate before they make a decision.”— David Racich, owner and CEO of Brokers Alliance. FOUNTAIN HILLS, ARIZONA, UNITED STATES, August 30, 2026 /EINPresswire.com/ — Brokers Alliance, Inc. this week released its selection criteria to assist agents in choosing an insurance marketing organization, field marketing organization, or brokerage general agency. The guide, available at brokersalliance.com, contains the company's written answers to each question it recommends agents ask a prospective IMO, FMO or BGA.
Alongside that, the firm issued a guide for agents switching IMOs. Taken together, the two resources offer producers a practical way to compare organizations and to examine Brokers Alliance's own setup and policies before deciding. The release underscores the company's role as a family-owned option while insurance distribution keeps consolidating under aggregators and holding companies.
"We put every answer in writing. Agents should be able to see how we operate before they make a decision. We own our company, build our software and grant releases on request. There are no platform charges or contracting fees," said David Racich, owner and CEO of Brokers Alliance.
Established in 1982 by Joe Racich, Brokers Alliance has been under David Racich's ownership and leadership since 2009. It has never been acquired by or folded into an aggregator or holding company. Producers affiliated with the firm retain their own hierarchy, and the company grants releases whenever requested.
That independent stance carries over to technology. Rather than licensing software from an outside vendor, Brokers Alliance runs its own development staff and builds its agent platform internally. MyAdvisorCloud acts as the dashboard and single sign-on hub. MyAdvisorGrids displays carrier compensation grids side by side, letting producers review how pay is arranged before placing a case.
The platform additionally contains RetirementBrain, built for retirement income discussions, and LifeBrain, which handles life insurance quotes. Agents pay no monthly platform fee, and contracting with Brokers Alliance carries no charge.
Brokers Alliance works with 73+ carriers spanning life insurance, annuities, and ancillary products. The newly released criteria put those details next to the company's responses, allowing agents to assess the entire working relationship in writing—from the organization behind the contract to the technology that supports it.
Brokers Alliance has received the Top Workplace designation in Arizona on five occasions, the latest for 2025. The IMO selection criteria and the accompanying switching guide are now posted at brokersalliance.com.
About Brokers Alliance, Inc.
Brokers Alliance, Inc. is a family-owned insurance marketing organization headquartered in Fountain Hills, Arizona. Established by Joe Racich in 1982 and owned and led by David Racich since 2009, it helps producers in life insurance, annuities, and ancillary lines via 73+ carrier relationships. The company develops its own agent technology, such as MyAdvisorCloud, MyAdvisorGrids, RetirementBrain, and LifeBrain. No contracting fee applies, and there is no monthly platform charge.
David Racich
Brokers Alliance, Inc.
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