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

For CPAs and fractional CFOs

Turn the insurance question into a clean next step for the client.

Payroll changes, new revenue, a vehicle schedule, a property purchase, or an ownership transition often reaches the financial advisor before the insurance file. Bollinsure gives that question a named licensed broker and a defined path forward.

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 financial-adviser handoff

A trigger-based insurance brief without the sensitive-record chase.

Name the operating change and the deadline. Bollinsure works directly with the client to collect the insurance facts and returns an actionable next step.

Trigger identified
Payroll, revenue, ownership, assets, locations, or contracts that changed.
Insurance scope
The policies and underwriting questions likely affected by that change.
Direct client intake
No tax return, payroll file, or sensitive financial record is needed to begin.
Written next action
The client knows what to provide and when the insurance review should move.

When payroll, revenue, an acquisition, a location or ownership changes, Bollinsure produces a business change brief connecting the change to the lines it touches so you can raise it before the renewal instead of after it — 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.

Business Change BriefA California manufacturer · synthetic sample
Renewal in 47 days
Payroll basis on file
$1.4M; the client reports $2.3M
Policy supplied · page 4Open question
Class codes
Two; a third operation began in March
Client confirmedOpen question
Vehicles scheduled
Six; two were added and not reported
Policy supplied · schedule AOpen question
Second location
Operating since June, not on the property schedule
Client confirmedBroker review
Reviewed next action

Report the payroll, the third operation and both vehicles before the audit, not after it.

Client · in 10 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 business-change 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

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.

Does the CPA or CFO need to send tax returns or payroll files?

No. A business name, the change that occurred, and the relevant deadline are enough to start. Bollinsure collects insurance information directly from the client.