by working with you to create innovative solutions
by strategically planning and curating offerings that meet your needs
by creating turnkey departments within your organization
We create a consultative relationship where lasting transformation takes precedence over short-term transactions. But how do we transform?
We're not just here for the sale - we're here to help you through every step of the planning process. Whether you're interested in developing a marketing strategy for a new demographic, or leveraging one of our exclusive partners on a complex case, our team provides unmatched, comprehensive support.
Advanced Planning Center
New Business Channels
Elite Advisor Platform
Your practice management portal
This platform has been built with all of the quoting tools and engines you’ve come to expect, but did you know that it’s meant to be so much more? We’ve designed this portal to be the go-to place for customized support in all areas of your practice.
In order to give you access to the highest quality products on the marketplace, we have developed strong partnerships with the nation's top-rated carriers.
We’ve created an onboarding process that prioritizes your time and simplifies your involvement. We want to get you up and running as quickly and easily as possible, meaning less paperwork for you and more time to serve your clients.
Licensing is a quick, one-time process that fully integrates you with Pinnacle’s carrier partners. By completing the brief form at the link below, we can immediately begin customizing your licensing packet to your infrastructure.