Kaz Insurance

Our insurance brokerage group exists to
help advisors and leaders create peace
of mind and opportunities for their business
through insurance distribution and planning.

Who We Help

We work with insurance and financial advisors that value strategic relationships,

understand the importance of insurance planning, and don’t have either the

time or the resources to manage the entire insurance distribution process.

 

Relationship

Relationships with our advisors, clients, carrier partners, and network of professionals are of the utmost importance. We value our relationships and realize that without them we cannot be successful. Our sole purpose is to make everyone we partner with feel great about doing business with us.

Case Design

Our team can help with advanced case design including wealth preservation, transfer strategies, estate planning, executive benefits, business continuity, and overall insurance planning. Designing cases has only become more complicated. We want to help.

Navigating

There are many moving parts to the insurance marketplace and it is difficult to find someone that can help you navigate it. Look no further. From how to present a case to a carrier, to negotiating an offer and to justifying financials, we will be your advocate.

Underwriting

The approach we take to underwriting advocacy is a proven winner. We work with our carrier partners to present your case in the best possible light. Our goal is to provide unsurpassed value to our underwriters in a streamlined process.

Technology

We use an efficient process that starts with technology. From online applications and IT support to secure cloud storage, our advancements in technology are making it easier to do business at every level.

Policy Service

After the policy has been placed, the relationship has just begun. Who will be there to make sure the coverage is suitable and stays in force? We are set up to systematically, pro-actively and personally manage your portfolio.

Client Testimonials

KazIns Content