The family-run organization makes public its ownership details, agent terms, and proprietary technology as industry consolidation accelerates
“We put every answer in writing. Agents deserve to understand our operations before committing.”— David Racich, owner and CEO, Brokers AllianceFOUNTAIN HILLS, ARIZONA, UNITED STATES, August 30, 2026 /EINPresswire.com/ — Brokers Alliance, Inc. released its selection criteria this week for agents who are evaluating an insurance marketing organization, field marketing organization, or brokerage general agency. The resource, available at brokersalliance.com, provides the company’s written responses to each question it suggests agents pose to a prospective IMO, FMO, or BGA.
The firm also issued a companion guide for agents transitioning between IMOs. Together, these materials offer producers a concrete framework for comparing organizations and for reviewing Brokers Alliance’s own structure and policies before making a move. The publication underscores the company’s role as a family-owned choice at a time when insurance distribution is increasingly being concentrated 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 the ownership and leadership of David Racich since 2009. The company has never been sold to or absorbed by an aggregator or holding company. Agents working with the firm retain their own hierarchy, and releases are granted upon request.
This independent approach extends to technology as well. Brokers Alliance employs its own development team and engineers its agent platform internally rather than leasing it from an outside software provider. MyAdvisorCloud serves as the dashboard and single sign-on environment. MyAdvisorGrids displays carrier compensation grids side by side, enabling producers to see how compensation is structured before they commit a case.
The platform also includes RetirementBrain, built to support retirement income discussions, and LifeBrain for life insurance quoting. Producers face no monthly platform fee, and there is no cost to contract with Brokers Alliance.
Brokers Alliance maintains partnerships with over 73 carriers across life insurance, annuities, and ancillary lines. Its newly released criteria place those details alongside the company’s responses so agents can evaluate the full working relationship in writing—including the organization behind the contract and the technology that backs it.
The firm has been recognized as a Top Workplace in Arizona five times, most recently for 2025. The IMO selection criteria and the companion switching guide are now available at brokersalliance.com.
About Brokers Alliance, Inc.
Brokers Alliance, Inc. is a family-owned insurance marketing organization based in Fountain Hills, Arizona. Founded in 1982 by Joe Racich and owned and led by David Racich since 2009, the company supports producers across life insurance, annuities, and ancillary lines through relationships with over 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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