Your relationships come first

The purpose is to strengthen your agency's client relationships.

• Your agency approves outreach strategies and messaging.
• Your agency stays at the center of its existing client relationships.
• Agency Financial Desk does not solicit or compete for P&C business.
• Only properly licensed and appointed professionals conduct insurance conversations.
• Client information is handled under applicable privacy, licensing and carrier requirements.
• Responsibilities and communication boundaries are set before activation begins.
• Your agency receives status updates without needless disclosure of clients' confidential financial information.
• The partnership can start with a small pilot before anything broader.