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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

What Everyone Is Saying About The Client’s Insurance Agency

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It's Time to Increase Your Revenue and Close More Deals!

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