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For benefits advisers

Answer the property and casualty question without handing over the relationship.

Employers ask their benefits adviser about workers compensation, employment practices and cyber because that is who they trust. Bollinsure takes the property and casualty question, returns a written brief, and stays out of the benefits file entirely.

Coordinate one employer →See the sampleBook 15 minutesClient quotequotes@bollinsure.com562-COVWELL

Licensed California brokersNo broker fee4.9 on Google, 18 reviews

The coordination brief

Your book stays your book.

Bollinsure writes commercial property and casualty. We do not quote, market or service group health, dental, vision, life or disability, and we do not approach your clients about them.

A clear division: Benefits stays with you. Workers compensation, EPLI, cyber, property, liability and auto come to Bollinsure.
One employer at a time: Start with a single question from a single client. No agreement, no volume expectation.
Written back to you: With the employer’s permission you receive the stage and the next action, so nothing lands back on your desk as a surprise.
No employee data: Census files, medical information and enrollment data never enter the property and casualty intake.

When an employer asks about workers compensation, employment practices or cyber, Bollinsure produces a commercial property and casualty coordination brief that stays out of the benefits file so you can answer the question without giving up the employer relationship — without making you the insurance coordinator or asking the client to change brokers.

The deliverable

What your client actually receives.

One page, every line tied to the record that produced it, and a named licensed broker behind the next action. Synthetic sample. No real client, carrier, premium, eligibility or placement is shown, and nothing here is a coverage conclusion.

Commercial coordination briefA 40-employee professional firm · synthetic sample

Employer question raised at open enrollment

Question received: Whether EPLI and cyber are adequate after hiring; Client confirmedConfirmed
Workers compensation: In force; payroll basis predates the hiring; Policy supplied · page 3Open question
EPLI: In force at $1M with a $25,000 retention; Policy supplied · page 1Confirmed
Benefits lines reviewed: None. Group health remains entirely with the benefits adviser; BoundaryConfirmed

What the client receives

Show the experience before asking for the introduction.

A referred client can organize existing coverage, confirm extracted facts, see the open work, and grant a limited status view to the professional who introduced them.

Synthetic demonstration. No real client information is shown. Extracted and enriched values remain suggestions until confirmed; issued policy documents control.

Bollinsure Coverage HubHarbor West Manufacturing · sample file

Broker reviewed

Program overview

Five policies. Three locations. One renewal window.

47 days to first renewal

Annual premium: $48,620; Current documents
Open items: 3; Two client, one broker
Confirmed assets: 11; 3 locations, 8 vehicles

PolicyKey limitRenewsState

General liability$1M / $2MOct 17Client confirmed

Commercial property$6.4M buildingOct 17Broker review

Commercial auto$1M CSLNov 01Carrier issued

Cyber$1M aggregateNov 12Document extracted

Try this with one client →See the source-linked tools →

The One-Client Coverage Pilot

Three steps, and only the first one is yours.

01
Introduce one client
Send a name, the trigger and the deadline. No client documents, and no referral agreement, broker change or minimum volume.
02
Bollinsure organizes and reviews
We contact the client directly, organize the file against the source documents and available records, and a licensed broker reviews it before anything is called a conclusion.
03
Everyone sees the authorized next action
The client receives the written worklist. You see the stage, the deadline and who owns the next step — only what the client authorizes, and only for as long as they authorize it.

What this is not. Not instant analysis, and not a guarantee that every gap is found. Extracted, public-record and provider values are suggestions until the client confirms them. Carrier eligibility, terms, pricing and binding are underwriting decisions, and only an issued carrier or agency document confirms coverage. Bollinsure gives no legal, tax or accounting advice.

No-cost one-client pilot

Try the commercial coordination brief on one active situation.

Tell us your role, the recurring insurance problem, and the timing. No client files are needed here. Bollinsure will reply with the safest next step: a sample, checklist, conversation, or client-included introduction.

No-cost one-client pilot
No broker change or minimum volume
Named licensed broker
Client-controlled partner visibility

Full nameWork email

Firm or companyProfessional role

What would help most?When does it matter?

Situation or recurring client problem Optional Email me partner resources and occasional Bollinsure briefings. Optional.

Do not enter a client name or paste confidential records here. Bollinsure will provide the appropriate client-included introduction or secure document path after reviewing the request.

Common questions

A clean professional boundary.

What happens when I introduce a client?

A named licensed Bollinsure broker establishes the insurance scope directly with the client, gives the client a written next action, and shares limited status with the referring professional only when the client permits it.

What information is needed to begin?

The client or business name, the insurance trigger, and any real deadline are enough to start. Sensitive financial, medical, employee, or account records are not needed for the initial handoff.

Does the partnership require referrals or compensation?

No referral fee, reciprocal introduction, or production commitment is assumed. Any proposed compensation arrangement must be reviewed and documented separately before use.

Will Bollinsure approach our group health clients?

No. Bollinsure writes commercial property and casualty. We do not quote, market, or service group health, dental, vision, life, or disability, and we do not solicit your benefits book. Employee medical and enrollment information never enters our intake.