Independent California insurance brokerage562-COVWELL   Agency 6013787
The Bollinger family together in Yosemite

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.

One client. One page. Two business days after usable documents. No charge or broker change required.

Try one client →See the sample
Three generations in California insuranceNamed licensed broker5.0 on Google, 20 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 We do not quote, market or service group health, dental, vision, life or disability, and we do not approach your clients about them.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
Reviewed next action

Update the payroll basis and review the EPL retention. No benefits line was examined, quoted or contacted.

Bollinsure · in 5 days

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
Source linkedClient confirmedBroker reviewedCarrier issued

Possible requests: coverage review · quote · report a change · discuss a BOR

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

The no-cost pilot

One client. One page. Two business days.

  1. 01
    Introduce one client

    Send a name, the trigger and the deadline. No client documents, and no referral agreement, broker change or minimum volume.

  2. 02
    A named broker takes ownership

    We acknowledge the file the same business day, contact the client directly, and organize the usable documents and available records against the real deadline.

  3. 03
    The client receives the one-page worklist

    Within two business days after usable documents arrive, the client sees the open issues, sources, deadline and next owner. You see only the status the client authorizes.

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.

The Bollinger family together in California
A family-owned California brokerage, with a named person responsible for the answer.

Technology with an accountable owner

The workspace organizes the file. A licensed broker owns the insurance work.

Automation can locate facts, compare records, and keep deadlines visible. It does not bind coverage, decide a claim, or turn a public record into underwriting truth. Bollinsure keeps those boundaries visible and gives the client one responsible place to ask what comes next.

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

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.