Family-run organization outlines its ownership model, agent contract terms, and proprietary technology amid ongoing industry consolidation
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, Brokers AllianceFOUNTAIN HILLS, ARIZONA, UNITED STATES, August 30, 2026 /EINPresswire.com/ — Brokers Alliance, Inc. released its criteria this week for agents evaluating an insurance marketing organization, field marketing organization, or brokerage general agency. The resource, accessible at brokersalliance.com, contains the company’s written responses to each question it suggests producers pose to a potential IMO, FMO, or BGA.
A companion guide for agents transitioning between IMOs has also been issued. Together, these materials provide a concrete structure for comparing organizations and for examining Brokers Alliance’s own setup and policies prior to any commitment. The release underscores the firm’s stance as a family-run option during a period when insurance distribution is increasingly being absorbed by 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 the ownership and leadership of David Racich since 2009. The company has never been part of a sale or roll‑up involving an aggregator or holding company. Producers who align with the firm retain their own hierarchy, and releases are provided upon request.
The same independent philosophy applies to technology. Brokers Alliance employs its own development team and builds its agent platform internally instead of licensing it from an external software vendor. MyAdvisorCloud acts as the dashboard and single sign‑on environment. MyAdvisorGrids displays carrier compensation grids side by side, enabling producers to see compensation structures before committing a case.
The platform also includes RetirementBrain, created to support retirement income conversations, and LifeBrain for life insurance quoting. Producers face no monthly platform charge and no fee to contract with Brokers Alliance.
Brokers Alliance works with over 73 carriers across life insurance, annuities, and ancillary lines. Its newly published criteria place those details alongside the company’s answers so agents can evaluate the full working relationship in written form, including the organization behind the contract and the technology that supports it.
The firm has earned the designation of a Top Workplace in Arizona five times, most recently for 2025. The IMO selection criteria and companion switching guide are now available at brokersalliance.com.
About Brokers Alliance, Inc.
Brokers Alliance, Inc. is a family-owned insurance marketing organization headquartered in Fountain Hills, Arizona. Founded in 1982 by Joe Racich and owned and managed by David Racich since 2009, the company supports producers across life insurance, annuities, and ancillary lines through relationships with more than 73 carriers. Brokers Alliance develops its own agent technology, including MyAdvisorCloud, MyAdvisorGrids, RetirementBrain, and LifeBrain. There is no fee to contract and no monthly platform charge.
David Racich
Brokers Alliance, Inc.
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