About Us

We take a modern approach to risk protection, making insurance simpler, more connected, and easier to manage for every client.

Get in touch

Too often, insurance feels like an afterthought: disconnected, outdated, and more work than it should be. We started Prizm to change that.

Our approach blends technology and human expertise to bring efficiency and clarity into personal lines insurance. From risk reviews and quoting to proposals and renewals, we make it easy for advisors to ensure that coverage meets clients' needs without surprises.

We work behind the scenes delivering proposals, managing details, and supporting clients directly so advisors can focus on helping their clients build wealth, knowing it’s protected. Security and compliance are part of that promise: Prizm is SOC 2 compliant and designed to scale with firms of all sizes.

Prizm was built to complement the way you already work, with solutions for firms who serve clients with complex needs and high expectations.

Why choose Prizm?

Comprehensive coverage

We look at the whole picture: lifestyle, assets, and exposures, to recommend coverage that actually fits.

A partner you can trust

We put relationships first, handling insurance with care so you can feel confident in the protection behind every decision.

A clearer way to protect  what matters

We help you see what’s essential, what’s optional, and what’s worth it, so you can make confident decisions with clarity and ease.

Secure. Respectful.

Your privacy isn’t just protected, it’s prioritized. Our process is built to respect your time, your data, and your preferences.

Future-forward

We’re not here to do things the way they've always been done. Prizm blends human expertise with smart tech to deliver solutions that adapt to your needs today, and tomorrow.

Modern convenience, timeless service

A seamless digital experience when you want it. Thoughtful, expert guidance when you need it.

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