RISE. TOGETHER.
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Acclivus

Make your goals a priority

For us, success means helping you reach your goals — not hitting a number.

How we work with you
Working with us — overview Our story Our process Our team Why Acclivus Carrier & provider access

Join our team

Empowering excellence

TAG is an agency management organization dedicated to helping health insurance agents expand their practice into new verticals — specifically life insurance and retirement planning.

Our mission

You don't have to start over. You build on what you've already accomplished.

Our mission is to empower health insurance agents to grow their practices and better serve their clients. The name "Acclivus" comes from the Latin word for "rising slope," symbolizing our commitment to helping agents grow their knowledge, expand their services, and transform into trusted benefits advisors.

We support agents by designing tailored benefits packages for individuals, families, small businesses, pre-retirees, and retirees.

When you join TAG, onboarding is fast, seamless — and you remain fully independent

You keep your brand

Your name, your identity, your reputation. TAG works behind you, not in front of you.

You keep your clients

Full ownership of your book of business stays with you. Always.

We add the tools

Training, quoting technology and case support to help you scale into life insurance and retirement planning.

Why partner with TAG Book a 1-on-1 opportunity meeting

Explore what it's like to partner with our team

Ask questions, get answers, and discover if we're the right fit for your goals — all at no cost.

Book a one-on-one meeting

Insurance and annuity products:

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity

The Acclivus Group (TAG) and its advisors are licensed insurance professionals. Insurance products, including Medicare plans, life insurance, and annuities, are offered through licensed insurance agents and are subject to the terms, conditions, and limitations of the issuing carrier. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

We do not offer every plan available in your area. Currently we represent organizations which offer products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Not connected with or endorsed by the United States government or the federal Medicare program.

The Acclivus Group and its advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is for educational purposes only and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy.