Insurance Advisory Platform for RIAs, Family Offices & Advisory Firms
For RIAs, family offices, and advisory firms looking to integrate insurance planning into their client offering. We work alongside advisory firms as an extension of their team, providing the infrastructure, case design, and consultative support needed to address the insurance and planning needs of their clients. Our engagement is built around your process, your people, and your client experience — with clear boundaries that keep the advisory relationship where it belongs.
One Platform. Four Levels of Engagement.
Insurance Advisory Platform
For firms building or running an internal insurance offering. We provide the full engine: infrastructure, technology, licensing and contracting, case design and management, product desk, underwriting, illustrations, and marketing.
IAP Full Service
For firms wanting full national support and help to scale. Adds complex design modeling, presentation to clients, and coordination across the client’s advisory team. Includes M&A support and recruiting.
Direct-to-Client Consulting
For firms that prefer less day-to-day involvement. We work directly with advisors and clients — meetings, travel, case presentation, processing, and ongoing management. You and your client have a single named point of contact on our side who tracks the moving pieces and stays consistent across the engagement.
Advisory & Transitions
For firms wanting minimal involvement after the referral. Full transition and advisory with all client contact, direct advisory, and concierge services.
Compliance for All Firms
Regardless of how your firm structures its insurance offering, maintaining accurate and up-to-date regulatory documentation is essential. We provide comprehensive documentation for every transaction, ensuring all affiliated parties remain compliant — one of the many ways we add value beyond the transaction.
Insurance advisory platform services provided through Vanbridge, an EPIC company.