Contracts and leases
Limits, additional insured status, waiver, primary wording, indemnity-related insurance requirements, and evidence deadlines.
For business attorneys
Move the insurance requirement without turning counsel into the broker.
Contracts, leases, transactions, employment issues, and professional obligations often expose an insurance question at exactly the wrong time. Bollinsure translates that question into a coverage and underwriting workstream for the client.
Try one client file →Introduce a legal clientBook 15 minutesClient quoteCoverage HubReadiness toolsquotes@bollinsure.com562-COVWELL
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The counsel handoff
A separate insurance workstream with the professional boundary intact.
Counsel owns legal interpretation. Bollinsure owns policy analysis, underwriting coordination, and available insurance options for the client.
- Issue map
- The policy, limit, endorsement, or evidence question created by the agreement or transaction.
- Role clarity
- Legal conclusions stay with counsel; insurance conclusions stay with the broker.
- Deadline owner
- A named broker gathers the policy and underwriting facts from the client.
- Permissioned status
- Counsel receives appropriate progress without exposing unrelated client information.
Where counsel sees it first
Contract language connected to the policy that must respond.
Bollinsure handles insurance analysis and placement. Counsel keeps ownership of legal interpretation; the client gets a coordinated answer instead of crossed professional roles.
Transactions and ownership
Coverage continuity, acquired operations, new entities, key assets, and open underwriting items around a closing.
Employment and management
Workers compensation, EPLI, cyber, professional liability, and management exposures surfaced by growth or disputes.
Certificates and policy proof
A clear distinction between a certificate request and the policy wording or endorsement actually required.
Where it fits
A clean boundary between legal advice and insurance advice.
The strongest referrals are contract-driven businesses, professional firms, property owners, employers, and transactions where timing or wording makes the insurance question consequential.
Legal adviceRemains with counsel
Insurance analysisOwned by Bollinsure
Initial responseSame business day
Client permissionRequired for status
Agency 6013787 · Brian 0D94699 active · Aaron 4345268 active
The partner toolkit
Keep legal interpretation and insurance execution in their proper lanes.
The toolkit gives counsel a clean way to surface requirements while a licensed broker handles policy analysis, underwriting, and placement.
One-client readiness pilot
Bring one active situation. Bollinsure uses the contract and transaction insurance toolkit to establish scope, organize sources and deadlines, and return the next insurance action without requiring a broker change.
Contract requirement map
Policies, limits, additional interests, waivers, primary wording, and evidence requests organized for review.
Claims-made continuity checklist
Retroactive dates, prior acts, tail or runoff questions, and ownership changes flagged early.
Client insurance triage
A focused handoff for an active lease, contract, dispute, transaction, or employment-risk question.
Educational client briefing
A scoped session on contract insurance requirements without providing legal conclusions.
No-cost one-client pilot
Try the contract and transaction insurance toolkit 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
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 interpret the contract for the client?
No. Counsel owns legal interpretation. Bollinsure identifies the insurance requirements presented, explains what policies may support, and coordinates available carrier wording.
The path
One next step at a time.
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01
Name the insurance issue
Send a warm introduction with the deadline and the specific agreement, transaction, or coverage question.
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02
We work with the client
A licensed broker gathers policies and underwriting facts, then identifies the insurance options and open items.
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03
The roles stay clear
Counsel handles legal advice; Bollinsure handles insurance. Status returns to counsel only with client permission.
Start here
Introduce the client and identify the deadline.
The first email can stay short. We will establish the insurance scope with the client and coordinate the next information needed.