A smarter way to offer insurance.

You help clients build wealth. We help protect it.

Prizm makes insurance reviews easy and personal, combining smart technology with real advisor support.

Get in touch

Supporting Advisors. Empowering Clients.

Streamlined for clients

Clients complete a short, intuitive insurance review and receive clear options through a digital proposal.

Consistent and efficient

Strong carrier relationships and a digital-first platform enable us to deliver proposals quickly without adding work to your process.

Agile by design

We support high-volume client intake, automated workflows, and flexible integration paths that make it easy to deliver insurance reviews.

Trusted and secure

SOC 2-compliant and built for scale. Every interaction is private, protected, and handled with care.

Get in touch

Learn more about our approach

How it works

Every Prizm engagement begins with a short insurance review, building a risk profile to identify exposures across property, liability, and lifestyle.

1. Start an Insurance Review

Share the link for your client to start, or complete it on their behalf.

Start an Insurance Review

2. We assess & quote

Our team uses automation and broker expertise to build tailored proposals.

3. Client receives options

Clear, actionable recommendations delivered through a secure portal.

What we cover

We provide insurance options not typically accessible with mainstream carriers because they are tailored to the unique needs of successful individuals.

Home

Protection for homes, condos, and secondary residences.

Auto

Everyday vehicles, collector cars, and specialty coverage.

Umbrella

Additional liability protection for added peace of mind.

Valuables & Collections

Tailored coverage for collectibles, luxury items, and more.

View all Insurance Solutions

Insurance tailored to the life you’ve built

Insurance doesn't have to be frustrating. With Prizm, you can get covered easily on your own or with help from a real person. It only takes a few minutes to get started, and everything happens online.

Start an Insurance Review

Designed to meet the highest standards

We maintain rigorous security protocols, including SOC 2 compliance, to keep your systems protected and your clients’ information safe. Whether you have five clients or 500, trust that every client interaction is safe, respectful, and handled with care.

Learn more about our approach

For Advisors

A modern approach to risk protection.

Your clients trust you to grow their wealth. We help protect it. Prizm adds a layer of value to your offering through risk management solutions that complement your wealth management, estate planning, and financial planning services.

Get in touch