Pinnacle Financial Services Launches New Agent Website for Independent Agents
Pinnacle Financial Services announces the launch of its newly redesigned agent website, a modern, streamlined digital platform built to improve efficiency, enhance access to resources, and support independent agents nationwide across Medicare, health, life, annuities, and long-term care.
WARMINSTER, Pa., Jan. 26, 2026
Pinnacle Financial Services, one of the nation’s largest full-service national marketing organizations specializing in Medicare, health, life, annuities, and long-term care insurance, proudly announces the launch of its newly redesigned agent website. The new platform represents a major step forward in Pinnacle’s commitment to innovation, agent support, and scalable growth.
Built with the modern independent agent in mind, the website delivers a streamlined, intuitive experience designed to improve efficiency, enhance access to resources, and support agents at every stage of their business. It serves as a centralized hub supporting onboarding, training, marketing tools, carrier access, and operational support.
The redesigned website is also built to complement Pinnacle’s BOSS Agency Management and CRM platforms, creating a unified digital experience for agents. By aligning the website with BOSS, Pinnacle enables smoother workflows, improved data continuity, and easier access to the tools agents rely on to manage, grow, and scale their businesses.
“Our agents are the heartbeat of everything we do,” said Kevin Shields, CEO of Pinnacle Financial Services. “This new website isn’t just a redesign, it’s a strategic investment in our agents’ success. We listened closely to their needs and built a platform that empowers them to grow faster, work smarter, and deliver exceptional value to their clients.”
The new site features improved navigation, mobile-friendly functionality, enhanced resources, and clearer pathways for agent engagement across Pinnacle’s Medicare, health, life, annuity, and long-term care solutions. The platform is also designed to scale alongside Pinnacle’s expanding national footprint and growing agent community.
“Our goal was to create a digital experience that mirrors how Pinnacle operates, proactive, supportive, and built for growth,” said Angela Palo, Chief Operating Officer of Pinnacle Financial Services. “This launch reflects months of collaboration across teams and direct feedback from agents. The result is a site that simplifies workflows, improves communication, and helps agents focus on what matters most: serving their clients.”
The website launch underscores Pinnacle Financial Services’ broader mission to provide independent agents with best-in-class tools, carrier relationships, and operational support while maintaining a culture rooted in partnership, transparency, and long-term success.
The new agent website is live and available now at www.pfsinsurance.com
About Pinnacle Financial Services
Pinnacle Financial Services is one of the nation’s largest full-service national marketing organizations, offering comprehensive support across Medicare, health, life, annuities, and long-term care insurance. With a focus on education, innovation, and agent-first solutions, Pinnacle partners with independent agents nationwide to help them grow sustainable, compliant, and successful businesses.
