Insurance Marketing, Broker Resources & Support

We are The Senior Resource Group. We have: experience, deep understanding of agents’ needs and proven results. We give: the insurance marketing training, tools and support agents need to succeed.
Group photo of the Senior Resource Group employees

About us

Founded by insurance brokers in 2008, SRG has become a leading field marketing organization for national insurance carriers. Our carriers provide Medicare Advantage, Medicare Supplement, life insurance, final expense and financial products.



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Why you should join The Senior Resource Group family

At The Senior Resource Group, we are kind. We are cutting edge. We are committed to you. Our founders built this agency from the ground up to serve agency partners and brokers whose ethics and dedication to quality match our own. Helping you grow your business is both our pleasure and our core business model.
As former brokers ourselves, we have an in-depth understanding of agents’ needs when they’re in the field, and we have built this business to serve those needs in ways that really work. Here’s what we offer: 

A six-figure income in two years

This is an understatement: keeping up in the insurance industry is a challenge. Between the changing laws, evolving technologies and shifts in policies, you have to find time to actually serve your clients and earn a living. 
Within our deck of insurance marketing resources for agents and brokers, you will find all of the tools you need to keep up with the market and grow your business. The top performers in our programs can and do achieve six-figure incomes within two years.

Leading insurance agent training programs

A huge part of how we get you to six figures is our training programs. With convenient online course offerings, you get easy access to agent training developed and led by real agents and brokers. 
Continuing education courses, demonstrations on how to use new sales techniques and updates on legal and policy changes are just the start. We keep you in the know about everything you need to keep your agency growing.

Access to cutting-edge insurance marketing tech

Change is a constant in insurance. By the time agents and brokers get comfortable with one platform, another platform is knocking on the door and saying you can’t pass it up. The Senior Resource Group cuts through the confusion by hand-selecting insurance tech partners who can really help you.
For example, we leverage our partnership with SunFire to give our agents access to the best in enrollment and plan-finding features:
  • Policy search using your clients’ existing doctors
  • Plan comparison tools
  • Single-stream enrollment flow
  • Smart electronic signatures
  • Integration with your agency’s existing enrollment, CRM and other systems
  • 24/7 support
On the payment management side, our partnership with empowers you to handle payments with the ease and flexibility you need to free you up to sell.
We’re constantly developing new partnerships with insurance tech leaders who can make a real difference for our family of agents and brokers. We do the work, you get the benefits.

Unwavering agent support

We are by and for agents. Period. With SRG, you get comprehensive support for all of your insurance marketing needs. We provide the tools and training, but we don’t stop there. To help you succeed, we’ll walk you through every step of the process. No matter your level of education or experience, The Senior Resource Group is here to help you and your business thrive.


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