What Guides Us

We answer to our partners, not investors

Because LIBRA is owned by the agencies it serves; our priorities remain aligned with our partners’ goals. Instead of answering to investors, we focus on delivering meaningful resources, fostering strong relationships, and creating opportunities that help member firms grow, adapt, and succeed over time.

What We Offer

Built to help you achieve real growth

Powerful Resources & Experiences Proprietary Programs and Initiatives Aligned Carrier Relationships

Gain access to industry expertise, innovative tools, professional development, and a collaborative network of peer agencies. LIBRA delivers the resources, insights, and relationships that help members grow their businesses, enhance operations, and better serve advisors and clients.

Leverage exclusive solutions, educational programs, business-building resources, and technology platforms designed to create efficiencies, support growth, and help your agency stand apart in a competitive marketplace.

Benefit from strong carrier partnerships, trusted industry relationships, and specialized expertise that provide access to insights, advocacy, and support. Through a collaborative approach built on transparency and shared success, LIBRA helps members deliver better outcomes for advisors and their clients.

Resources & Programs

Everything partners need to grow, all in one place

From proprietary tools to dedicated training, LIBRA’s resources are built to remove friction from every stage of a partner’s business.

Featured resources

QuoteShop

Simplify quote submissions with a centralized platform for requesting quick quotes and informals from multiple carriers simultaneously. QuoteShop streamlines communication, improves visibility, and helps teams respond faster.

  • Multiple carrier submissions
  • Centralized communication
  • Reporting & visibility
LIBRA Insurance Academy

Build expertise through on-demand training focused on sales, underwriting, and point-of-solution conversations. Practical learning helps consultants and sales professionals strengthen relationships and grow their business.

  • Sales Mastery Series
  • Academy for Underwriting Excellence
  • Point-of-Solution Training
  • Business Market Training Series
Institutional Insurance Platform

Financial Professionals gain access to the resources and support needed to confidently operate within institutional guidelines. Centered on compliance, the platform empowers advisors to engage clients effectively and navigate institutional requirements while aligning with regulatory and organizational standards.

  • Institutional Sales & Advisor Support
  • Institutional Business Development & Marketing
  • Carrier Partnerships & Growth Alignment
The Life Product Review

Through LIBRA’s exclusive partnership with The Life Product Review and Bobby Samuelson, partner agencies receive independent product reviews, competitive intelligence, and targeted education: policy structure, pricing, riders, crediting strategies, and how each product stacks up against the market.

  • Independent product reviews and white papers
  • Presentations at national meetings and educational webinars
  • Product questions answered through LIBRA
RGA Partnership

Through LIBRA's partnership with RGA, LIBRA Partner firms gain direct access to the expertise of one of the world's leading facultative reinsurers. This program helps improve outcomes on impaired risk cases, increase placement opportunities, and streamline the underwriting process.

RGA serves as an additional underwriting resource for challenging cases, providing valuable risk assessment insights and opportunities for stronger offers. The result is a more efficient underwriting experience, improved case outcomes, and greater support for your producers and clients.

  • Access RGA underwriting expertise
  • Improve offers on complex cases
  • Increase placement success
Medical Director

Access to an experienced Medical Director gives our BGA Partner firms an added advantage when managing complex underwriting cases. Dr. Robert Frank serves as a trusted resource, helping you evaluate medical information, identify opportunities for case placement, and strengthen outcomes.

  • Expert medical insight for complex underwriting cases
  • Review of declines and offers to identify placement opportunities
  • Interpretation of EKGs, lab results, and medical records to support stronger case outcomes

Underwriting & Case Support

Your underwriting competitive advantage

LIBRA integrates data, advanced tools, and human expertise into one support system, creating a smarter, faster, and more disciplined approach to underwriting. Hover over or tap each resource to see how it helps.

Expert support for complex underwriting cases

Underwriting Consultant

Backed by nearly 30 years of underwriting experience and powered by LIBRA’s one-of-a-kind support platform, Heather leverages her deep industry expertise and strong carrier relationships to achieve optimal underwriting outcomes, delivering customized support tailored to meet each agency’s unique needs.

How the Underwriting Consultant helps

Unlock expert support for your most complex underwriting cases. Heather works closely with agencies to refine case positioning, connect with the right carriers, manage nuanced risks, negotiate offers, and deliver better placement results through trusted carrier relationships.

Everything included

Technology & Productivity
  • QuoteShop
  • Service Expectation Tool
  • SecureSync
  • IntelliSheets - Product Analysis Database
  • Vital Suite
Underwriting & Case Support
  • RGA Facultative Program
  • Dedicated Medical Director & UW Consultant
  • Swiss Re & Hannover Re UW Guides
  • Life Product Analysis
  • ALIRT Research
  • PGI Advanced Markets Research Center
Sales & Business Development
  • LIBRA Insurance Academy
  • Networking & Study Groups
  • Dedicated Relationship Director
  • Partner & Specialized Meetings
  • Strategic Development Fund
Exclusive Products & Solutions
  • LifeMark Reinsurance Company
  • Annuity Platform
  • Institutional Platform
  • Exclusive Compensation Programs