Client Portal AGA Let’s Talk
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Advisory Growth Alliance

Independent, with a firm behind your work.

The Advisory Growth Alliance brings selected independent group benefits advisors together under the Bridgepoint name. You keep your own client relationships and way of working, with shared systems and founder-led support around you.

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Supported independence, in practice

Running an independent practice means doing everything yourself, from proposals and renewals to compliance and the tools that hold it together. The alternative often means giving up how you work with clients.

The Alliance is our answer to that trade-off. Advisors operate independently under the Bridgepoint brand, using the same systems, workflows and standards we use with our own clients, with Matt available to work through the hard files.

What’s shared

The practical support around an advisor’s client work.

Client management and workflows
A shared CRM and working processes for prospects, renewals and service, so nothing depends on memory.
Proposal and renewal tools
Common resources and templates for preparing proposals, analyzing renewals and presenting recommendations.
Back-office support
Client service, administration and underwriting support, so more of your time goes to clients and growing your book.
Carrier relationships
Access to carriers through Bridgepoint, with the relationships and marketplace knowledge the firm has built.
Brand and marketing
The Bridgepoint name, materials and presentation, so clients see a considered firm from the first meeting.
Compliance support
Help keeping the practice organized and in good standing as it grows.
Founder-led guidance
Onboarding and ongoing mentorship from Matt, including working through difficult renewals and client conversations together.

Who the Alliance is for

The Alliance suits advisors who already understand group benefits and want to build a book of business of their own. It isn’t a salaried sales role or an entry-level training program.

Experience matters, though it isn’t only measured in years. If you’re earlier in your career, know the industry and go in clear-eyed about what starting your own book involves, including the risk, we’d still like to hear from you.

A conversation between advisors

If we’ve already spoken, this page gives you a sense of the firm behind the conversation. The details of the relationship are best discussed privately, and Matt handles those conversations himself.

Arrange a private conversation