Why Work with Pinney?

Boost Your ROI and Improve Customer Experience

Good GAs are easy to find – but we know you want more than just another quote shop with good commissions. You want diversified products and online sales tools to give your clients the best possible options. You want proven marketing techniques that show you how to target, track, and retain your best clients. We can help.

Partner with us to get the technology and expertise you need to become a 21st century producer.

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A Different Kind of Brokerage House

Pinney Insurance Center, Inc. began as the R. Jan Pinney General Agency of Transamerica Occidental Life Insurance Company in 1972. Since our founding over 40 years ago, we’ve expanded from a regional, single-company agency to a national distributor with thousands of contracted agents and offices in California, Illinois, Maryland, Mississippi, North Carolina, Oklahoma, Texas, and Washington.

Incorporated as Pinney Insurance Center, Inc. in 1975, we continue to represent Transamerica and have added over 60 additional carriers. Our goal is to provide our agents and brokers with the best possible product solutions from the nation’s top insurance providers. Headquartered in Roseville, California, we maintain a small-agency feel with personal attention and a can-do attitude, while providing the resources of a national marketing organization.

Our Service Guarantee

You and your clients are partners in our business. We take that commitment – and our service to you – seriously. When you work with us, we offer this 8-point guarantee:

WE GUARANTEE

We’ll order your exams and labs within 24 hours of receiving your application. You focus on selling and we’ll do everything else.

WE GUARANTEE

We’ll order all Attending Physician Statements upon receiving notice that one is required. We’ll also follow up every 5 business days until the APS is received. You sell, we handle the details.

WE GUARANTEE

With your permission, we’ll call your clients as your assistant to get missing or additional information, saving you time and effort. You sell, and we’ll follow up with your clients to make sure your cases are processed quickly.

WE GUARANTEE

When you call 800-823-4852 between 8 a.m. and 5 p.m. Pacific Time, Monday through Friday, you’ll talk to a live person and have the convenience of leaving a detailed voicemail for a specific case manager or brokerage director, if you want to. You sell, we help in any way we can.

WE GUARANTEE

We’ll provide you with online status reports on all your pending cases. Log on 24 hours a day, 7 days a week, and see what’s happening with any or all of your cases in two easy clicks.

WE GUARANTEE

Every time something changes on one of your cases (or when nothing happens for 5 business days), we’ll provide you with an immediate update via email, fax, or regular mail – just tell us how you want to be updated and we’ll deliver.

WE GUARANTEE

We’ll use all our tools, contacts, and agency knowledge to obtain the best possible rating on your cases. In negotiating offers with a carrier, we’ll be your advocate.

WE GUARANTEE

We’ll always provide prompt, friendly, efficient, and courteous service to help you succeed in any way we can.

At the Forefront of Technology

At Pinney Insurance, we believe our industry is at a turning point. Consumers have changed how they shop for insurance, and it’s our job to meet their needs. That means offering you and your clients the latest technology, from eSignature and electronic applications to ePolicy Delivery. We’re constantly updating our systems and tools with time-saving and groundbreaking technologies to make prospecting, selling, and processing insurance easier for you.

Our products, systems, and technology will give you what we call “The Innovator’s Edge.” For example, together with Insureio Technologies, Inc., we’ve brought you the first customer relationship management (CRM) software system designed by and for insurance agents.

You'll be able to

  • Market yourself effectively to new leads & prospects
  • Write more cases
  • Spend less time on paperwork
  • Process business faster
  • Differentiate yourself from other producers
  • Explain complex processes and financial concepts to your clients
  • Make more money
  • Focus on developing relationships with new and current clients

Tools for Your Success

We want to help you become the most successful advisor you can be. We’ve developed a producer’s toolkit for the digital age, which we call the Tools for Your Success. It’s an ever-expanding list of skills and tools you can use to grow your business, streamline your processes, and simplify the sales cycle. It includes:

  1. Sales concepts and presentations
  2. Lead and referral generating tips and tools
  3. In-person and web-based sales and marketing platforms

We share the best of our tools & tips in our blog and our monthly newsletter, Tools of the Trade. The blog brings you the latest in technology, insurance marketing, thought leadership, and insights from major industry associations including MDRT, NAIFA, NAILBA, and more.

Our monthly newsletter, Tools of the Trade, brings you free sales kits & sales tips, along with links to our most popular blog posts, analysis from our underwriter on impaired risk conditions, and more. Click here to sign up!

Industry-specific tools:

  • Insureio CRM
  • Front-line brokerage directors
  • Advanced sales department
  • In-house underwriter & on-staff medical doctor

Unique sales concepts and presentations:

  • Asset Amplifier
  • Accumulation Protector
  • Infinite Income Life Strategy
  • Policy Assessment
  • Risk Eliminator

Industry knowledge regarding:

  • Internet Marketing
  • Search Engine Optimization (SEO)
  • Social Media Marketing (SMM)

When you partner with Pinney, you get instant access to all of our tools. Plus, we’re constantly improving our existing tools and creating new ones. If there’s anything you need, please let us know. We always welcome feedback and ideas from our brokers. After all, you’re the reason we do everything we do.


The Pinney formula for success: Have Fun + Value People = Make Money

Discover More about Pinney

From technology to underwriting support, we have so much more to offer.

Our Team

Work with experienced professionals who have been and continue to be in the trenches – we can even provide point-of-sale assistance with your clients, if desired. Let us help you create the ideal marketing plan or approach piece to reach your target market.

Impaired Risk Expertise

Health conditions can be an obstacle when it comes to providing your client with an accurate quote. Our in-house underwriter can help you gather all the information necessary on an impaired risk, including diagnosis and treatment, to provide a realistic and accurate quote.

Underwriting

We offer great healthy and substandard underwriting, with full support from an in-house underwriter and on-staff medical doctor. Our team will help you present positive underwriting scenarios to the carriers to give your clients the best chance of receiving favorable offers. Get advanced underwriting assistance in estate and business planning, long-term care, annuity rescue, pension maximization, and more.

Carriers & Commissions

We offer top commissions from the most competitive companies. Our online contracting system will get you appointed with all of our 60+ carriers, saving you time and effort.

Ready to get started?

Get in touch.

Empowering financial professionals throughout the industry

  • Forbes
  • Advisory Today
  • Bankrate
  • Fox Business
  • Life Health Pro
  • Risk Magazine

Why Work with Pinney?

Our partners say it best:

  • Matt Wiggins

    "We switched over to Pinney this year and have never looked back! Their product knowledge and underwriting experience has equipped our team to better serve our clients and produce faster underwriting times. After going through several other companies, I would highly recommend working with this friendly, highly professional and effective group."

  • Stephen Hambek

    "My experience with Pinney has been top notch. They were easy to switch to as a broker, but honestly blew me away with their high level of service. No looking back for us."

  • Mark Erickson

    "I've worked with Seth Legatowicz at Pinney Insurance for several years and I've found Seth and Pinney Insurance a true pleasure to work with. They are friendly, responsive and professional and have industry leading systems in place, so they're easy to work with."

  • Brian Trouette

    "I've worked with David Cranfield since 1998. His team at Pinney goes the extra mile. We are a P&C brokerage for the most part so it is helpful to have a team who can take the life cases over the goal line for us by assisting with the medical records/exams and other outstanding items when they are needed. These tasks are outside of our normal workflows. On a recent submission, they assisted with a smaller case informal inquiry. The client had some medical issues causing a decline in one carrier. Usually, such an inquiry is reserved for larger cases because of the time involved. Their efforts for our client make it clear that relationships and service are the backbone of their practice."

  • Aarom Brooker

    "Have been working with Pinney as a broker for a year now. Their prompt responses and professional approach help me and my clients know that we're moving in the right direction."

  • Don Rizzo

    "I have been working with the team at Pinney over 15 years and they are the best GA out their."

  • Jason Dana

    "Pinney has been an outstanding partner! Their support has been crucial to the success of our business. They have a rockstar staff that processes our backend so we can spend more time helping clients. Their CRM (Insureio) makes it easy to keep track of our business in real time. They've always been eager to help our business grow. Communication and responsiveness has been superb at all levels. We highly recommend Pinney!"

  • Seth Legatowicz

    "Pinney Insurance is an extraordinary team of individuals to work with. I have been a licensed agent since 1996 and am so impressed with their value added services. Pinney's combination of work ethic, consistency, professionalism, knowledge, and "aim to please" attitude are unmatched in our industry. In addition, their Insureio CRM makes it so easy to submit and follow up on your cases. Their team will help you and your clients complete applications, obtain pending requirements, send policies and obtain final requirements to place policies inforce. This back office support is an incredible value and saves significant time & money for agents while providing clients with top notch service."

  • Alex Labrinos

    "It has been over 3 years since our agency started working with PINNEY. Over the years they took a near perfect platform, made it better and they are continuing to innovate. The inserio platform saves me hours of time every single week and which frees me up to sell more insurance. While their technology is superior I believe PINNEY has an even better asset. That asset is its people. The leadership, management, brokerage directors, underwriter, case managers, application team, delivery team and every other person I have ever interacted with at PINNEY has gone above and beyond for our business. They are professional, responsive, morally upright, relatable, personable and so much more. Thank you!"

  • Alexandria Ennis

    "They make the life insurance application process so easy!"

FREE Webinar Series: “Grow Your Business with IUL”

Watch these 5 webinars with North American, each with 20 minutes of sales tips and best practices, so you can start selling IUL now!

Tools of the Trade
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