Save qualified clients over $600/year on insurance
The same in-depth research you provide for the rest of their financial lives, extended to their insurance
Exclusive to our financial advisory and wealth management partners
- a dedicated point of contact for troubleshooting
- integrations with your financial planning software (i.e., eMoney, RightCapital, MoneyGuidePro) upon request
- credit for finding huge client savings!
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Or, if you'd prefer to speak to someone on the phone:
The best way for financial advisors to recommend insurance to their clients
They'll save an average of $550/year with zero hassle
Invite them to Coverage Cat
They'll receive an email inviting them to share the information we need to comparison shop and fix their coverage
Spare them unnecessary spam
We work 100% online, and don't spam or solicit
When your clients' lives change so do their policies
When their financial lives change just send them back to Coverage Cat-- we'll handle the rest and keep you updated
Coverage Cat is commission-blind (we always suggest the best insurance even if we don't make money on it) independent broker that matches folks with financially optimal risk protection
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