Grow Your Business with a Branded Life Insurance Department

If you’re an established Property & Casualty agent, CPA, or tax professional with an existing book of business, you’re sitting on a goldmine of opportunities to provide even more value to your clients. We help you seamlessly add a life insurance department to your practice—not just by offering you software and systems, but by truly integrating life insurance into your brand.

Our Approach: Your Brand, Your Clients, Our Expertise

Unlike other services, we work behind the scenes to help you create a branded life insurance offering. Think of it as a “white label” life insurance department. Your clients trust you, and we respect that relationship. Our role is to become an extension of your business, giving you all the tools and support needed to make life insurance a key part of what you offer—without us ever reaching out to your clients directly.

Software, Systems & Processes for Effortless Success

Our powerful software and automated systems are designed to help you identify opportunities in your existing book of business, making it easy to cross-sell life insurance solutions that meet your clients’ needs. We provide everything you need, from client management tools to quoting platforms, all under your brand.

Here’s what you get:

  • Quoting Tools & Automated Processes: Our state-of-the-art quoting platform makes providing life insurance quotes fast and easy. Integrate it into your current systems, and let the automation handle the follow-ups.
  • Branded Client Experience: Your clients will only see your brand. From emails to forms, we ensure that every client interaction is consistent with your existing identity, building more trust.
  • Expert Guidance & Ongoing Support: Our team supports you every step of the way—whether it’s answering questions about policy types, helping you set up your systems, or providing training to your staff.

A Seamless, Hands-Free Solution

We do the heavy lifting for you. Our approach ensures that adding life insurance to your existing services requires minimal effort on your part, while yielding significant benefits. You focus on building your relationships, and we’ll handle the backend work—ensuring a smooth client journey from initial inquiry to policy delivery.

More Revenue, More Value

Adding life insurance to your service offering not only helps protect your clients’ futures but also generates a new revenue stream for your business. Our proven systems will help you maximize the lifetime value of each client, making sure they get comprehensive financial protection, all from a trusted advisor: you.

Why Choose Us?

  • Customized, Branded Solutions: This isn’t a “one-size-fits-all” model. Our solutions are customized to fit the needs of your practice, keeping your brand at the forefront.
  • Deep Industry Expertise: We bring years of experience in life insurance and understand how to align our offerings with your existing services to make implementation as smooth as possible.
  • No Client Outreach From Us: We respect your client relationships. We do not reach out to your clients. Instead, we give you the tools and support to enhance those relationships directly.

Products and Services Overview

One-Time Set Up Fee:

$1,199.00 for setting up your landing page and quoting software.

Monthly Recurring Fee:

$149.99 per month, covering domain, WordPress CMS, hosting, and CRM services.