The TAG Difference

Take a look at our impressive features.

The spotlight of success focuses on the distinct and significant attributes of The Assurance Group:


  • Privately held organizationoperates as self-sufficient with no external influences
  • Family Owned for more than 36 years
  • Long-term opportunityoffers agents security and consistency in a rapidly changing industry
  • Debt-free business foundationmaintains the capital to invest in continued growth

Join Our Team

Whether you are an experienced agent, or new to the industry, selecting the right organization to partner with is an important career decision. You’ll want to make certain you have access to the tools and resources you need to be successful – and to advance your career to the next level.

Product Support


Isaiah Smith, II

Sr. VP, Annuities

Simplifies annuities and investments with a clear approach


Rob Casey

Sr. VP, Medicare & Compliance

Expertly helps agents navigate both Medicare and Compliance

Ordinary Life

John Davis

Director, Ordinary Life

Effectively manages Life Insurance operations and procedures

The “agent-centric” culture, cutting-edge technology, broad product portfolio and best-in-class agent support platform make TAG the right choice for agents across the country.

The Lead Program at TAG delivers unbeatable results:

Exclusive Leads

TAG offers agents leads through our business partnership with Leads2Success. Our new leads are exclusive to our agents and are NEVER re-sold.

Fast Leads

Turn-around time is quick. Leads2Success delivers the information you need in as little as five minutes, through our proprietary e-delivery system, including a spreadsheet and a PDF image of each lead.

Free Leads

TAG agents have people to see every day through our No-Cost Exclusive Lead Program. We are in the business of marketing and selling insurance products. Leads ARE NOT a profit center at TAG.

Practical Program Management
TAG’s lead system is designed so that managers and team leaders can approve, monitor and track leads and associated sales.

TAG combines years of experience with superior technology as well as both art and science to deliver the best lead program in the industry.

Free Neighbors Lists

Request a neighbors list with every lead at no charge. Recognize this valuable prospecting resource as you increase your sales production.

Additional Free Segmented and Recycled Call Lists

Agents can supplement prospecting activity with call lists that focus on demographics, such as age, birthday or income. In addition, Recycled leads (leads reconciled as “not sold”) are returned to a recycled inventory and are free of charge to TAG’s career agents.

Leads2Success Video

Combining technology, experience and superior customer service allows Leads2Success to pinpoint and deliver customer leads that work for you!


TAG Retirement Seminars

Get front and center with Seniors who are eager to learn from you! The distinctive TAG seminar program sets you up for success, as you share your knowledge of Medicare, Final Expense, Annuities, Life Insurance, Long Term Care and Critical Illness coverage. We provide agent training in multiple product lines and help you organize and practice your presentation with TAG materials and resources each step of the way. As a result, TAG Retirement Seminars contribute to your sales production as a consistent and continual source of prospects and referrals.

Appointment Setting Program

Make every week a productive week by utilizing our professional in-house call center. TAG appointment setters deliver a full calendar of appointments so you can focus on what you do best – getting out in the field and working with clients.  Contact us to learn more!

Telesales Assistance Program

If you’re an agent who is processing a Carrier release from your current IMO, the Telesales Assistance Program (TAP) allows you to continue issuing client apps while you’re transitioning your carrier appointments to TAG. TAP provides the solution by featuring in-house assistance from a qualified agent. Contact us to learn more!


TAG’s proprietary agency management platform provides agents and managers the tools necessary to successfully manage their business.

Join an organization that matches your commitment to personal success.

Electronic Contracting

Appoint quickly and easily with carriers through TAG’s e-signature contracting process.

Commission Statements

Commissions and renewals are available in one consolidated statement.

Reporting & Analytics

Use our robust reporting to manage client data, track sales trends and agent productivity.

Pending Case Requirements

No need to go to multiple carrier websites to manage and track your pending cases.

Lead Delivery & Management

Receive and manage leads and call lists directly from the website.