Partners
Build a referral relationship.
We don't pay for referrals (and most of you can't accept them anyway). What we do: send work back when it's a fit, take care of your clients like they're ours, and keep you in the loop on what's happening with their account.
· Who tends to fit
Where the gaps are.
CPAs + tax pros
Your clients ask you about umbrella, D&O, and key-person life. We pick up that work and report back. No commissions to you (compliance), just clean handoffs.
Attorneys
Estate planning, asset protection, business formation. Insurance is the missing piece on the asset-protection chessboard for most of your clients.
Lenders + mortgage brokers
We turn the homeowners-binder bottleneck into a 4-hour task instead of a 2-day one. Your clients close on time, you stop chasing.
Real-estate agents
Same story, we get binders out fast for your buyers. We'll also re-shop your past clients on their renewal anniversaries so they remember you when they're ready to move.
HR consultants + benefits brokers
We don't do health/group benefits. But the small businesses you work with need GL, BOP, workers comp, and commercial auto, usually all in one shot. Send them our way.
Carrier shelf
We have appointments with carriers your clients already know. Liberty Mutual, The Hartford, Progressive, Chubb, Hagerty, Markel, Philadelphia, NEXT, GEICO Commercial, plus wholesale and specialty markets like Amwins, Wholesure, US Assure, and Obie. Full list at .
· Start the conversation
Tell us a little about your practice.
We'll set up a 20-minute conversation to figure out whether this is worth either of our time.