Lender | The Client's Insurance Agency

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For Mortgage Originators

We ACCELERATE LOAN CLOSINGS

with quick Homeowners

Insurance for Borrowers

The Client's Insurance Agency is BUILT for the MORTGAGE INDUSTRY

The Client's Insurance Agency has been helping financial institutions amplify the value of their lending operations. We INCREASE LOAN CLOSINGS while forging value for your homeowners and strengthening your relationship with them.

We're your REFERRAL PARTNER with a passion for your growth

The relationship between insurance agent and lender has always been a parasitic one. Loan officers give out referrals consistently with little to nothing in return. We're different in the way we treat our partners. We help INCREASE REVENUE for our partners by generating 100% free and exclusive new home buyer leads.

What we do

Not only are we an insurance agency, we are a marketing company that develops solutions for our lender partners to CLOSE MORE DEALS every month. Our programs not only produce FREE EXCLUSIVE MORTGAGE LEADS but also introduce you to REALTOR REFERRAL PARTNERS and AUTOMATE YOUR LEAD FOLLOWUP to generate even more sales.

Lead Generation

100% free and exclusive new home buyer leads are great but what if you want more? We can provide the BOOST YOU NEED by generating additional exclusive leads. All you pay is the ad spend.

Networking Events

We'll set up REALTOR WORKSHOPS in your area to expand your network of referral partners. Show up, introduce yourself and begin establishing relationships that INCREASE YOUR REVENUE.

Leads On Autopilot

Our 4 channel automated followup software AUTOMATICALLY CONTACTS LEADS via SMS, Email, Voicemail and Phone to increase response rates up to 80%. Turn your leads into calls through automation and funnels that are battle-tested to convert the highest so that you can focus on what you do best: CLOSING.

Dependability Time And Again

Never lose a deal again because of insurance. We'll provide you with a quick turnaround on all requests for quotes and binders and work with any Debt-To-Income issues that may arise. Responsive, dedicated and THERE WHEN YOU NEED US. Say goodbye to the headaches of the past.

Our Streamlined Process

Step 1

COLLECT PROPERTY DATA

We leverage your borrower's loan file and third party sources to get the data needed to run a homeowner's insurance quote.

Step 2

SHOP QUOTES

Our quoting engine analyzes borrowers' home details to generate the BEST POLICY AND PRICE by comparing homeowner's insurance quotes from numerous A-Rated insurance carriers instantly.

Step 3

BIND POLICY

The Client's Insurance Agency follows up with your borrower to advise them of their coverage options and bind their policy. We'll COMMUNICATE WITH YOU along the way so you're never out of the loop.

Step 4

EVIDENCE OF INSURANCE

The Client's Insurance Agency handles all the paperwork for your borrower by immediately sending the binder to you QUICKLY AND ACCURATELY. We'll also include Replacement Cost Estimators with all binders.

Step 5

LAST MINUTE CHANGES

Did your CLOSING DATE GET PUSHED BACK at the last minute? No problem! The team at The Client's Insurance Agency will handle all last minute changes quickly whether it be DTI issues to movement of the closing date.

Our Streamlined Process

We Put Mortgages First

The Client's Insurance Agency is COMMITTED TO THE MORTGAGE INDUSTRY. Since it's our primary focus, we've devoted processes and technology to deliver when deadlines and last-minute changes can cut-off a deal.

We're Home Insurance Experts

Our agents are laser focused on writing Homeowners Insurance policies. Their EXPERTISE serves as a vast pool of knowledge for both you and your borrower.

We're Time Savers

We do the policy shopping for your borrowers swiftly, SAVING THEM HOURS of unneeded work.

Our Processes Are Automated

Our focus to replace the strenuous process of back and forth with multiple agents and hunting down paperwork is seamless. Any questions you have will be taken care of by a single point of contact so you can target CLOSING MORE LOANS.

We Assist Your Borrower

Most borrowers are not familiar with every detail about their new home. The many underwriting questions your borrower will have will be handled by our TECHNOLOGY AND PROCESSES. This makes their interactions with our agent focused and efficient.

Your Borrowers Save Money

With our selection of A-Rated carriers and access to unique markets we are able to ensure we are providing the best policy at the best price. This not only saves them money but also BLOCKS DTI ISSUES.

Licensed to Sell

We're licensed in TENNESSEE, KENTUCKY, ALABAMA, AND GEORGIA with over a dozen A-Rated insurance carriers to compare quotes from. We'll be expanding to more states in the near future!

Robust Selection of Products

Homeowner's insurance isn't the only thing we're good at! We also offer flood, auto and umbrella policies to homeowners, complete with BUNDLE DISCOUNTS.