Independent, Strategic, and Personalized
As a referring associate, I’m not bound to a single provider. I act act as a bridge between clients and organizations, helping them find exactly what they need by tapping into a variety of trusted sources.
Associate, not an agent.
I Join affiliate programs from major insurance providers, financial services, or benefits platforms.
I get special consideration, from companies due to my many years of association with them.
I have built local relationships with independent agencies, brokers, or service providers. Meet in person, attend chamber meetings, or set up referral agreements.
I make sure each aligns with your values, offers customizable policies, and supports collaborative service.
I take time to understand what the client really needs—budget, lifestyle, risk tolerance, or values (e.g., sustainability, tech-savviness, family orientation).
I think like a personal shopper for policies—my goal is to match your vibe, not just sell something.
I pull options from both my online affiliate dashboards and local agency contacts.
I can combine offerings if needed—for example, a base health insurance policy online + a dental/vision rider from a local provider.
I present options as a tailor-made package: “This is built for you, not from a template.”
I make it known: “I create policies that are as unique as you.”
“Not one-size-fits-all. One-size-fits-you.”
I shop the market on your behalf, both digitally and locally.
I provide Value Beyond the Referral
I offer personal consultations, explainer sessions, and post-sale follow-ups.
I stay active on a daily basis for renewals, upgrades, or policy expansions.
I maintain long-term relationships, not one-time transactions.
In Action:
Let’s say a client is a self-employed creative who needs health coverage:
I might pull a high-deductible plan from an online affiliate for major coverage.
I refer you to a local health co-op or provider network for affordable check-ups.
I can suggest adding on supplemental accident coverage from a niche provider you trust.
“Creative lifestyle deserves creative coverage.”
Truly Independent
I’m not locked in, so you can trust my advice isn’t biased.
I adapt to different markets, from digital natives to older, locally oriented customers.
I offer something big companies can’t: a human connection and local touch.
No AI operators. No long waits on hold. I know you. No identification BS required before I even know you called.