For estate-planning attorneys
A residence moves into a trust, a rental moves into an LLC, and the homeowners policy still names an individual. Bollinsure checks whether the named insured matches how each asset is now held, and returns the list to the client and to you.
The ownership-alignment worksheet
Bollinsure compares how each asset is held against how each policy names its insured, and lists what differs. Legal interpretation and drafting stay entirely with counsel.
When a trust funding or entity transfer changes who owns an insured asset, Bollinsure produces an ownership-alignment worksheet naming every policy whose insured no longer matches title so you can close the file knowing the coverage followed the transfer — without making you the insurance coordinator or asking the client to change brokers.
The deliverable
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.
What the client receives
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 fileClient owner · workers compensation
Bollinsure · property and liability
Client and broker · three locations
Carrier-issued evidence required
Source located on page 23. Counsel owns legal interpretation; Bollinsure is checking available carrier wording.
Broker reviewBuilding value is client confirmed. Evidence remains pending until carrier approval and binding.
Client confirmedThe requested limit was located. Notice wording is still an open insurance question.
Open questionThe One-Client Coverage Pilot
Send a name, the trigger and the deadline. No client documents, and no referral agreement, broker change or minimum volume.
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.
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
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.
Common questions
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.
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.
No referral fee, reciprocal introduction, or production commitment is assumed. Any proposed compensation arrangement must be reviewed and documented separately before use.
No. Bollinsure states insurance facts: how each policy names its insured, how the asset is held, and what differs. The legal effect of any structure, and every drafting decision, remains entirely with counsel.