California, Arizona, Nevada company appointments and agent resources from
CA insurance cooperative
Why the Smartplan?

Facts on Associating

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Strength in Numbers

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Agents Growing Stronger!
“Even the weak become strong when they are united.”
(Johann Friedrich Schiller)

The business challenges of today's independent agents grow each day.

Through association we can add to our strength, increase our markets, and raise our commission income. Consider associating with the Smartplan today!

  • Higher commissions.

  • Contingent income programs

  • Direct access to new markets

  • Marketing/Sales programs

  • Operations support, leadership

  • Greater carrier leverage

    Let's face it: smaller agents find it harder to compete in a constantly changing insurance climate which is requiring more and more of you. The industry as a whole is changing.

    more about smartplanins.comWe built the Smartplan to meet and conquer the problems that smaller and mid-size agencies face. We provide more strength, more commission, higher contingent income, and better carrier relationships. With the strength of the Smartplan, you can shift the maintenance and servicing responsibilities (so costly to most smaller agencies) and concentrate on selling more insurance.

    You’ll earn more money, have access to more markets, enjoy exposure to more prospects, plus, a whole lot more!

    California, Arizona, and Nevada Insurance agents have unique challenges and special needs. We have a proven combination of business services and agent profitability programs.

    more about the services of With rising competition, a complex insurance environment, and shrinking commissions, agents today have unique challenges as never before.

    Be a part of our team. Join the Smartplan and gain access to the right programs designed for agents just like you. Call us today to speak with one of our leaders.

    click to request your application and information now!
  • The Smartplan "Strength in
    Numbers" Philosophy

    Founded in 2001, Smartplan Insurance offers pooled premium volume, broad carrier and market access, and profit programs from commission and contingency programs negotiated by Smartplan with our carriers.

    Our Strength in Numbers Philosophy addresses the operational demands that keep good producers from producing. Since then our services have helped California, Arizona, and Nevada insurance professionals:

  • Grow their book of business and round out accounts
  • Free up time to sell more and service less
  • Utilize our offices and CSR services
  • Take part in our training and sales development programs developed especially for the challenges of our state
  • Implement effective marketing programs
  • Provide better customer service by managing their IT and customer interface programs

    Get more options with Smartplan:

    1. Contract Services — Maintain your identity, even your physical location and phone number, if you wish. Use our infrastructure while you build and maintain clients.

    2. Independent Affiliation — Place your book with us. We will handle the entire roll-over, maintain and elevate your responsiveness, help round your accounts and otherwise leave you alone to grow your business.

    3. Merger — For the right match, we can combine our talent with you for better efficiencies. Joint access to our respective carriers will broaden the offering for all.

    4. Employee — Looking for the right association? Become a Smartplan associate and use our training and systems to make a generous income.

    5. Perpetuation — Sell your agency, consolidate your back office, and concentrate on building relationships. Or, maximize the value of your agency with a planned exit strategy.

    Please Contact Us to get more information!

    click to request your application and information now!

  • Martplan Insurance Agency, Inc. | 25186 Hancock Avenue #110 | Murrieta, CA 92562
    Phone: 866-906-7283 | Fax: 951-526-2080 | Email:
    CA Ins Lic# OF65273

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