Brokerage scale Agent Support Group is a multi-company life and health brokerage with a long history (founded 1973) and a significant footprint across New York, Long Island, Westchester, and New Jersey, indicating access to a broad advisor network and potential for cross-sell of carrier products.
Technology leadership The firm has positioned itself as an innovator in bringing technology to the life insurance professional, evidenced by its tech stack and digital engagement tools such as LiveChat, oEmbed, and Cloudflare Bot Management, signaling receptiveness to modern analytics, automated outreach, and advisor productivity solutions.
Revenue potential Current revenue range of 10 to 25 million suggests a mid-market agency with room for expansion through new carrier partnerships, enhanced producer support programs, and scaled marketing that can attract more advisors and policyholders.
Advisor network With 11 to 50 employees and a focus on distributing products from over thirty carriers to life insurance advisors, there is an opportunity to offer carrier-agnostic tools, compliance training, and onboarding enhancements to improve advisor retention and policy penetration.
Growth parallels Given comparisons to larger brokerages and its regional prominence, a partnership approach focused on technology integrations, data-driven marketing, and accelerated enrollment workflows could position ASG for accelerated growth alongside peers in the life and health distribution space.