Put insurance into the financial picture.
Give customers a next step for the coverage questions that sit beside their budget, assets, and plans.
Become a partnerMoney has a protection side.
Expenses and regular commitments
Goals, family, and assets
Someone who can help with coverage
From financial context to licensed insurance guidance.
Carrier and product availability varies by state and customer.
Make the connection where the need becomes clear.
For financial products
Place the resource near a relevant goal or task. Customers choose when to explore their options.
For advisory relationships
Give clients a specialist insurance contact alongside the financial planning relationship.
Add the insurance conversation to the relationship they trust.
Own the financial product or planning experience and choose a relevant place for the introduction.
We help customers compare carrier options, discuss coverage, and work through the policy process.
A renewal is another financial moment.
Customers can review both price and coverage as their financial circumstances change.
- Home
- Auto
- Renters
- Umbrella
- Life
Integration options
Frequently asked questions
Does insurance have to become a separate product in our app?
No. You can refer customers or use the platform’s widget and developer tools. Choose the approach that fits the customer task and your team.
How do we join the program?
Launch in less than a day. Submit your business details for review. Once approved, you can use Refer and the platform. No further approval is required.