From first conversation to global practice.
A clear path for professionals and organizations, with support at every step.
Five steps to begin
Register
Complete the secure registration as an individual or as a business entity. No payment or obligation is required.
Review and approval
Our onboarding team reviews your registration and confirms your Assembly code.
Access CORE
Join CORE by Assembly™ and start with the orientation lab and the Strategy Labs.
Provider appointments
Complete appointment and coding directly with each independent provider you choose.
Grow
Submit cases directly through each provider’s agent portal, with Assembly’s guidance, tools and education behind you.
Three ways to go global
For independent professionals, teams, agencies and firms. Wherever you are starting from, there is a structured expansion model built for that stage.
Representing a family or family office? Request a private conversation
Launch
For professionals and entrepreneurs entering international markets for the first time. Build the foundation: readiness, market focus, provider access and a first 90-day plan.
- Stage 1
Readiness
Where you stand today and what you need.
- Stage 2
Market and client design
Which markets and clients to focus on.
- Stage 3
Business engineering
Providers, specialists, tools and structure.
- Stage 4
90-day execution
A clear plan for the first quarter.
What stays with you
- Your clients
- Your brand
- Your advisory process
- Your independence
What Assembly is not
- An agency or brokerage
- A carrier or underwriter
- A broker-dealer or investment advisor
- A legal, tax or fiduciary firm
Questions, answered
Is Assembly an agency or a carrier?
No. Assembly is a non-supervisory, non-competitive support platform. It is not an agency, brokerage, carrier, broker-dealer, legal, tax, fiduciary or investment advisory firm.
Do I keep my clients and my brand?
Yes. Every professional and organization keeps full control of its business, brand, advisory process and client relationships.
How are cases submitted?
Directly to each provider through the provider’s own agent portal. Assembly does not accept or submit applications and does not handle client funds.
How are commissions paid?
Providers pay commissions directly to the associate and/or team, according to each provider’s contract. Assembly does not handle commissions.
Is there a cost to register?
No payment or obligation is required to submit a registration.
Where are providers available?
Our independent providers offer access to their solutions in more than 100 countries. Availability varies by provider, product, eligibility and jurisdiction.
Which languages are supported?
Education and support are available in English and Spanish, with more languages on the way.