Independent Agent Affiliated Agent Broker Dealers Agency Acquisition Onboarding Similar to client acquisition and management, producer acquisition and management also follows a lifecycle path that needs to be identified, mapped and managed. Insurers need to proactively manage the relationship with the producers throughout that lifecycle to create a productive, profitable relationship that is repeatable. Optimizing the Distribution Management Lifecycle Source: Insurance Information Institute Producer Market Share - Life Life Annuity 0.00% 20.00% 40.00% 60.00% Pipeline Marketing Relationship Management Relationship Management Relationship set up 06 PS ADVISORY: White Paper