Insurance

We offer solutions that match your clients' unique needs and complement your planning, estate, and risk management conversations without adding operational friction.

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What we cover

Home

Coverage for primary residences, secondary homes, and vacation properties, including high-value and uniquely located homes.

Auto

Protection for everyday vehicles, luxury models, collector cars, and specialty vehicles.

Umbrella

Extended liability protection that supplements existing coverage and helps safeguard wealth.

Valuables

Customized protection for fine jewelry, art, collectibles, and other high-value personal items.

Watercraft

Coverage for primary residences, secondary homes, and vacation properties, including high-value and uniquely located homes.

Flood

Specialized coverage for properties in FEMA-designated flood zones or other high-risk areas.

Cybersecurity

Protection against digital threats, identity theft, and cyber liability for individuals and families.

Worker’s Comp

Coverage for household staff and domestic employees, aligned with local labor requirements and liability expectations.

Builder’s Risk

Protection for homes under construction or major renovation, including materials and structural components.

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.

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.

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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.

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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.

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