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For financial advisers and wealth managers

Keep the insurance file aligned with the plan around it.

Give a complex client one organized view of property, liability, business, life-insurance, ownership, and renewal work. The client controls the file, a named licensed broker owns the next action, and your investment, tax, legal, and estate-planning roles stay clear.

Preview the continuity file →Introduce one private clientBook 15 minutesClient quoteCoverage HubReadiness toolsquotes@bollinsure.com562-COVWELL

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

The private-client continuity file

A useful insurance deliverable, not another referral promise.

Start with one active client at no cost and without changing brokers. Bollinsure organizes the insurance evidence, names the open work, and says plainly when the current program appears to be the right path.

Coverage inventory: Homes, vehicles, valuables, umbrella, domestic staff, businesses, and life coverage organized by source and renewal.
Ownership alignment: Named-insured, trust, LLC, entity, beneficiary, and insurable-interest questions surfaced for the proper professional to resolve.
Event-trigger worklist: Property purchases, liquidity events, new drivers, business changes, succession, and renewal deadlines converted into next actions.
Permissioned status: The adviser sees only the status the client authorizes; policy details remain private by default.

Private-client continuity file

Show the client what is covered, what changed, and who owns the next step.

This synthetic example shows the deliverable, not a promise of automatic coverage analysis. Sources stay attached, suggested facts require confirmation, and a licensed broker reviews insurance conclusions.

Try it with one client

Private Client Continuity FileSynthetic household · adviser view demonstration

Broker reviewed

Insurance areasPersonal · Business · Life

Next renewal63 days

Open actions4

Adviser accessStatus only

Coverage inventory

The client sees the whole insurance file.

Homes and valuables: 2 residences · collection scheduled
Vehicles and liability: 3 vehicles · umbrella review
Business interests: GL, cyber, EPLI, key person
Life insurance: Ownership and beneficiary check

Where planning touches insurance

The insurance file follows the client's real life, not a product shelf.

We review what is already in place, connect the material ownership and liability questions, and compare appropriate available markets only when a change may help.

Private-client property

Homes, secondary residences, collections, valuables, vehicles, umbrella, domestic staff, and catastrophe exposure.

Life and succession

Income, debt, estate liquidity, key-person, buy-sell, ownership, and beneficiary questions routed to the life desk.

Business insurance

Commercial property, liability, vehicles, employees, cyber, professional exposure, and contractual requirements.

Professional boundaries

Legal, tax, investment, and estate advice stays with the client's advisers; Bollinsure owns the insurance analysis.

Where it fits

Most valuable when the client's life no longer fits one policy category.

Use the pilot for a new residence, liquidity event, trust or LLC ownership, board service, domestic staff, collections, business succession, multiple entities, or an approaching renewal.

Sensitive planning recordsNot needed to start

Insurance ownerNamed licensed broker

Cross-line intakePersonal, commercial, life

Adviser visibilityStatus only, with permission

Agency 6013787 · Brian 0D94699 active · Aaron 4345268 active

The partner toolkit

Give the insurance side of the plan a repeatable review cycle.

The continuity file gives the client a source-linked inventory and an event-triggered worklist. It helps the adviser surface consequential insurance questions without becoming the insurance reviewer.

One-client readiness pilot

Bring one active situation. Bollinsure uses the private-client continuity file to establish scope, organize sources and deadlines, and return the next insurance action without requiring a broker change.

Source-linked coverage inventory

Homes, vehicles, valuables, umbrella, domestic staff, entities, businesses, and life coverage organized with renewal dates and review state.

Ownership and entity alignment

Trust, LLC, named-insured, beneficiary, board-service, and business-interest questions flagged without interpreting legal or tax documents.

Annual and event-trigger review

Property purchases, new drivers, liquidity events, collections, business changes, succession, and liability changes routed into a dated worklist.

Private-client office hours

A focused insurance conversation for one consequential household, liability, life, or business question, with the adviser included only when the client wants.

No-cost one-client pilot

Try the private-client continuity file on one active situation.

Tell us the kind of client situation and when it matters. No client name or files are needed here. Bollinsure will reply with the sample continuity file, a short pilot scope, or a 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 give investment, tax, or estate-planning advice?

No. Bollinsure owns the insurance analysis only. The client's financial, tax, legal, and estate advisers retain their respective roles.

The path

One next step at a time.

01
Name the life event
Introduce the client and the reason insurance matters now. No account statements, tax returns, medical records, or estate documents are needed to begin.
02
The client builds the file
The client chooses personal, commercial, or life insurance, confirms source-linked facts, and decides what status may be shared.
03
We close the insurance loop
A licensed broker returns the next action, including an honest stay-put answer when the current path appears appropriate.

Start here

Try the continuity file on one active client.

No cost, broker change, referral agreement, or minimum volume. Introduce the situation; Bollinsure will establish scope directly with the client and keep every other professional relationship in its proper lane.

One-client pilot Introduce a clientBook 15 minutesClient quoteCoverage HubReadiness toolsquotes@bollinsure.com562-COVWELL