LIFE AND ANNUITY IMO ... OHIO

Get contracted and grow your book in Ohio

Brokers Alliance is a family-owned, independent insurance marketing organization that has helped life and annuity agents get contracted with top carriers since 1982. If you produce in Ohio, we give you carrier access, case-design and underwriting support, and the technology to grow.

Get contracted Talk to the team

01 · SELLING IN OHIO

What the Ohio market looks like

Ohio is a major middle-market with several domiciled carriers. To write business here you need an active producer license issued by the Ohio Department of Insurance. Once you are licensed, we get you appointed with the carriers that write in Ohio and match you to the products that fit your clients.

Adopted the NAIC best-interest annuity standard Major middle-market with several domiciled carriers Active license required from the Ohio Department of Insurance Non-resident Ohio licensing supported

02 · WHAT YOU GET

What Brokers Alliance gives Ohio agents

One relationship for contracting, real support behind every case, and the platform to run your practice. No fees to you ... we are paid by the carriers.

CA Carrier access

Contracting with dozens of life and annuity carriers that write in Ohio, through one relationship.

UW Case design and underwriting advocacy

We build the case and advocate through underwriting so more of your Ohio business gets placed.

MA The myAdvisorCloud platform

E-app, illustrations, and pipeline tracking in one place.

BO A seasoned back office

A team that has handled carrier appointments since 1982, working your paperwork start to finish.

03 · GET STARTED

How to get started in Ohio

Four steps from licensed producer to writing Ohio business with full back-office support.

01 Confirm your license

Verify your active Ohio producer license with the Ohio Department of Insurance.

02 Start your contracting

Begin contracting with Brokers Alliance. There is no cost to you.

03 We submit and track

We submit and track your carrier appointments for Ohio.

04 Start writing

You begin writing Ohio business with full back-office support.

04 · FAQ

Ohio agent questions

The answers producers ask us most before contracting in Ohio.

Q Do I need an Ohio license to contract through Brokers Alliance?

Yes. You need an active Ohio life producer license, plus the appropriate line for annuities, issued by the Ohio Department of Insurance. If you are licensed in Ohio we can get you appointed with carriers that write there, and we can help you add Ohio as a non-resident state.

Q Which carriers can I write in Ohio?

Carrier and product availability varies by state. Through Brokers Alliance you can get appointed with dozens of life and annuity carriers that write in Ohio. Our contracting team confirms which products are available to you before you write.

Q Is there an annuity training requirement in Ohio?

Most states, including Ohio, require a one-time annuity training course plus carrier product-specific training before you can sell annuities, under the NAIC suitability framework. Check current requirements with the Ohio Department of Insurance, and we will tell you what each carrier expects.

Q Does it cost anything to contract?

No. Contracting and our agent support are free to you. We are paid by the carriers.

Ready to grow your Ohio practice?

Get contracted through Brokers Alliance and start writing in Ohio with full back-office support. Call (866) 872-9394 or reach the team below.

Get contracted