Our Approach

Prizm is built for firms that value thoughtful, high-quality insurance experiences. Our platform helps you protect the wealth your clients are working hard to build. We blend intelligent automation and industry-standard compliance with real broker support to ensure your clients receive coverage they can count on and service they’ll appreciate.

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Technology that fits into your workflow

We know every firm’s setup is different. That’s why we designed Prizm to fit into your existing workflows, not replace them.

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Digital first, advisor led

Advisors can initiate reviews in seconds. From there, we handle intake, quoting, and proposal prep without slowing you down.

Integration ready

We offer flexible pathways for connecting with CRMs and planning tools via secure API or existing platforms. If your system can send data, we can typically work with it. We're always open to discussing new integrations to improve interoperability.

Built to scale

Prizm supports multi-advisor workflows, high-volume client intake, and advisor-specific tracking while maintaining visibility across your team. We accommodate growing firm complexity without additional overhead.

Tailored for your clients

Many of the clients we support are successful individuals and families. Our platform is designed to meet their needs with care, clarity, and responsiveness.

Secure by design

Trust is the foundation of every advisor-client relationship, and that trust extends to the tools you use. Our security practices are designed to give both advisors and clients peace of mind.

Prizm is SOC 2 compliant, meeting industry standards for the confidentiality and integrity of sensitive data.

Platform access is tightly managed using role-based permissions.

All user actions and data flows are logged to ensure transparency and traceability.

We hold our integrations and tools to the same high standards we apply internally.

What sets us apart

We help advisors offer better insurance without extra work or complexity.

Prizm fits into your workflow and with your tech, with a digital experience your clients actually want to use.

You initiate the process, and we carry it through. Consistent, reliable, and smooth: no unnecessary overhead.

Service that feels like an extension of your team. Real people handle questions, follow through and support

Our proposals account for the lifestyle, assets, and risk exposure of clients who expect more than a one-size-fits-all policy.

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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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Insurance tailored to the life you’ve built

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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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