A tax office sees a household’s whole financial picture once a year and then does nothing with it. The Insurance Systems App puts coverage conversations on the same platform as the return, under your brand, with the licensed carrier side handled for you.
Every partner gets all five Systems Apps — tax, audit, accounting, insurance, and financial services — not only the one that matches the practice today.
Insurance and tax have the same client and almost never the same system. The Insurance Systems App is licensed to your practice and branded in your name, so the household you already serve does not have to meet a new company to get covered.
Your name on the system your team works in and on what the client sees.
Everyone working the book is in the same system on the same household.
The return already says who has a business, a mortgage, dependents or a new entity. That is where the coverage conversation starts.
Coverage work is recurring by nature, which is exactly what a seasonal practice is missing.
Nothing to install and nothing to keep current.
Where your practice is not licensed to perform the work, the engagement routes to someone who is and a share comes back to you.
Per household, insurance gives you the most ways to cross‑sell, the most introductions to new clients, and the most diversification of your revenue — and it is the easiest of the five to repeat. You already know which of your clients just bought a house, had a child, or started a business.
first year, then renewals
Based on half of a roughly 15% new‑business commission on a $3,500 household auto‑and‑home premium; term life first‑year commissions run far higher, at 30–70% of premium. Your 50% revenue share applies for the life of the client relationship, with no cap and no expiration.
| At this volume | Revenue to you |
|---|---|
| 25 households a year | $6,500 |
| 50 households a year | $13,000 |
| 100 households a year | $26,000 |
Illustrative, using published average engagement values and the 50% partner share. Not a guarantee, forecast, or earnings claim; what you earn depends on your client base, your market, and how many referrals you actually make.
If one of these is you, this is the page that launches your practice.
Built two ways: for agencies adding tax to the book, and for tax practices that want insurance revenue without carrying the licensing burden themselves.
The Insurance Systems App branded to your practice, a seat for every producer, and the other four Systems Apps included.
Coverage your practice is not licensed to write is placed by a licensed professional in the network, and a share of the engagement comes back to you.
A protection product that sells naturally to a filing‑season base and renews on its own calendar.
Campaigns and content that reach the client with a coverage conversation at the moment their life actually changed, not on a random Tuesday.
How to introduce coverage into a tax relationship without damaging it, with mentorship from people who have done it. Available when you want it, never required.
Pricing is set on the call. Every practice comes in at a different size, a different volume, and a different mix of service lines, so we price the partnership against yours rather than publishing a number that will not fit you. Bring the output from the calculator and we will work from your figures.
Coverage sits between the return, the books, and the plan. The other four apps are the rest of that picture.
Run your own practice through the calculator, or book a 20‑minute fit call and we will do it with you.