Pinney Insurance Center, Inc Employee Directory
Financial ServicesCalifornia, United States51-200 Employees
Pinney Insurance Center, Inc operates as a full-service, digital-first managing general agency serving insurance and financial product needs of busy financial professionals. It combines digital tools with industry best practices to streamline workflows and the sales process, offering resources that expand product offerings and reduce paperwork. Its target customers are financial professionals and agencies seeking to grow their offerings and improve lead management, conversions, and client retention within the financial services sector. Positioned as a digital-enabled BGA within the industry, the company supports practitioners from lead generation through ongoing client relationships. Based in Roseville, California, the company is a mid-sized firm serving the U.S. market, and a recent development includes publishing transcripts for three videos about critical illness insurance and how to sell it (Sep 30, 2022).