Transformational partnership with Agility Insurance Services to expand ACA product access, enhance agent resources, and streamline service to enhance Pinnacle’s deep commitment to the success of its national agent partners.
WARMINSTER, Pa., June 14, 2024 /PRNewswire-PRWeb/ — Pinnacle Financial Services, one of the largest national marketing organizations in the health and wealth markets, is proud to announce its strategic partnership with Agility Insurance Services, one of the largest topline agencies in the ACA space.
“As a leader in the health and wealth markets, expanding existing channels was a no-brainer,” said Kevin Shields, President and CEO of Pinnacle Financial Services. “We’re excited to partner with Agility for top-notch administrative support. Our agents will greatly benefit as we grow our ACA and ancillary product offerings.”
Pinnacle has long been established as a full-service FMO for health and wealth products, and Agility is a leading administrator for ACA plans. The goal of the partnership is to provide Pinnacle’s agents greater access to sell more ACA products around the country with a unique portal that will allow agents to see their book of business, production, training materials, marketing collateral, and commissions. Agility will provide the back-office support services for Pinnacle’s ACA line of business and will now work together to offer more enrollment opportunities for Pinnacle’s agents.
“As a leader in the health and wealth markets, expanding existing channels was a no-brainer,” said Kevin Shields, President and CEO of Pinnacle Financial Services. “We’re excited to partner with Agility for top-notch administrative support. Our agents will greatly benefit as we grow our ACA and ancillary product offerings.”
Pinnacle’s extensive distribution channels will continue to grow and drive ACA business nationwide, while Agility’s robust back-office support will power the ACA distribution, ensuring efficient and effective service delivery.
“As one of the top ACA General Agencies, the partnership with Pinnacle is a natural fit,” said Steve McLaughlin, CEO at Agility. “With our resources and incredible team partnering with Pinnacle’s outstanding network of agents and partners, we have the ability to provide agents with unmatched resources. We know the partnership will be highly successful, and Pinnacle’s agents and agency partners will benefit from our extensive experience in ACA and ancillary products.”
Pinnacle Financial Services is a national marketing organization licensed in all 50 states. The company is dedicated to serving independent insurance agents and agencies by providing world-class service, training, and back-office support. Visit PFSInsurance.com and follow Pinnacle Financial Services on Facebook and LinkedIn for more information.
Media Contact
Bob Brzyski– VP Marketing, Pinnacle Financial Services, 1 8007726881, info@pfsinsurance.com, www.pfsinsurance.com
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SOURCE Pinnacle Financial Services
