Why Advisors & CFP’s Choose Us

We have 93% client retention rate

Clients renew with us and form long-term relationships that allow us to help you nurture the relationship

Access to 25 Top Rated Carriers

As an independent agency we will provide options. Including high value and private client options.

80% lack sufficient home coverage

We'll ensure that clients hold sufficient coverage to rebuild their homes and their lives.

How We Work With You

Let’s work together to enhance your P&C review process with exceptional service and insight

Collect declarations pages from your client and intake forms

Our team examines the current marketplace for the best options

Deliver analysis to the advisor or directly to the client

Easy:

We will outline the next steps for to secure comprehensive coverage if we recommend changes to your clients insurance

Enhancing Your P&C Review Process With Exceptional Service

The Challenges We Address:

Lack of Ongoing Policy Oversight

Clients often set up their insurance policies and neglect regular reviews, resulting in outdated coverage and missed opportunities for improvements.

Complexity and Ambiguity in Coverage

Insurance policies can be intricate, with varying levels of coverage that are not always transparent, leading to potential gaps in protection.

Matt and his team are trusted insurance partners for CFP’s. They are connected within the Austin advisor community, which make them a valuable resource for both clients and professionals alike

Nick Bowman, CFP
Advisor, Calibrate Wealth