Discover the Power of UBA Collaboration

UBA is More Than Just Smart People and Great Ideas — 
It's about collaborating with employee benefits experts to compete with the largest brokerages.
​Ranked among the top 12 global employee benefits firms by revenue.

UBA Equips 130+ Independent Employee Benefits Firms
​to Navigate Growth with Agility and Precision

Embrace the Power of Collective Intelligence
UBA Partner Firms thrive on shared wisdom, continuously collaborating through exclusive conferences, private online communities, and focused discussion groups.

Ready to Unlock the Potential of Your Firm?

Discover the benefits of being better together with other UBA Partner Firms

• Empower your clients with strategic guidance through best-in-class benchmarking reports.
• Support your clients with expert compliance resources.
• Streamline your operations with solutions vetted by trusted peers.
• Maximize your ROI with preferred pricing and bonus structures.
• Boost your pipeline with robust lead-generation resources.
• Offer your team upskilling and ongoing industry training.
• Secure your Firm's future with access to resources for perpetuation and group health analytics.
• Attract and retain top talent with support for elite producers and account managers.

For all other inquiries, use the main contact form.

Join the ranks of those who've experienced significant growth
​through the ingenuity of UBA.

2,100+

Employee benefits advisors

28,000+

Employers served

$600+ Million

Employee benefits revenue

Why UBA

"We are so excited that this year we had such tremendous growth that we wanted to spend a minute on why UBA has been fueling this growth for us. And it starts with really smart people and fabulous ideas. And at the end of the day, it comes down to collaborating with UBA Partner Firms that just show us the way."

— Stacy L. Kahan,  Founder, 1706 Advisors

"We got a lot out of our first UBA Conference. We absolutely see the value in UBA. Honestly, one small group of 30 that you land using something you learned at UBA is all it takes. It was fun to be in a meeting where I was introduced to ideas I had never heard before."
​ 
— Matthew Roy, Blue Ocean Benefits & Consulting

Pamela Schlotzhauer, Director of Partner Recruitment at UBA, discusses how independent employee benefits firms achieve more together.

In these podcast clips, Pamela highlights how UBA helps firms:
  • Expand their reach through collective data, insights, and innovation
  • Compete with national brokerages while staying fully independent
  • Accelerate growth through collaboration and an abundance mindset
​
Discover what sets UBA apart --a community designed for firms that want to grow on their own terms.

🎧 Hear more from Pamela on the Accelerate Your Insurance Sales podcast.

  ​UBA Partner Firms' Independence and Growth
are the First Priority of UBA