Add Insurance to Your Financial Practice and Offer Clients More Value

August 2, 2021


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If you’re a financial advisor or wealth manager, then you know the importance of a solid insurance foundation to protect your clients’ assets. But have you ever considered what adding insurance to your offering could do to enhance your own bottom line?

 

You can grow your business the same way many real estate firms across the U.S. have by incorporating insurance as an ancillary service line through We Insure. When you do, instead of merely advising clients to secure the appropriate coverage for their financial situation, you’ll be able to do the legwork for them and ensure that they obtain adequate protection with top-rated carriers.

 

As an owner of a We Insure franchise, you can offer a wide variety of insurance products to your customers, including home, auto, life, business, boat, RV and now health insurance. In your role as a trusted financial advisor, you’re in a great position to know when your clients’ personal or business circumstances change in a way that warrants an update to their coverage and guide them accordingly. And with We Insure, you’ll be able to offer them the service, choice and value that they’re looking for. 

 

Many financial professionals have enjoyed great success and expanded their revenue streams by adding insurance to their offering. Homeowners and auto insurance are products that most of your clients require. And by partnering with We Insure, you’ll be able to make highly tailored insurance recommendations to your clients because of the unparalleled access to top-rated carriers that We Insure provides. For example, as a wealth manager for high-net-worth clients, you can offer umbrella policies, specialty auto and yacht insurance, second home policies and more. If you cater to small business owners, you can assist them with commercial property and liability insurance, business owner policies and marine lines.

 

You don’t have to be a licensed agent to add insurance to your practice. You can hire an agent-in-charge, or we can help you navigate the steps toward completing your own certification. By partnering with We Insure, you’ll enjoy all the advantages of a nationally recognized brand. Here are some other ways We Insure will support the success of your business:

 

·      Website development

·      Digital marketing profile

·      Agency opening press release

·      Training and development

·      Virtual classes and “pulse checks”

·      Social media account creation

·      National brand-awareness marketing

·      Cross-selling campaigns

·      Claims processing assistance

·      Insurance carrier liaison

·      Customer service support

·      Payment processing

·      Customer retention assistance

·      Professional mentoring

·      Ask-the-Agent portal

 

We Insure offers a turnkey opportunity to take your financial services practice to the next level with complete back-end and marketing support so you can stay focused on growing your business and servicing customers. Become more valuable than ever to your clients by partnering with We Insure. Contact us today to find out about franchise opportunities available in your area.