RIA Insurance Solutions provides your firm a full-service insurance platform. Our systematized programs create cost-saving efficiencies to your RIA by providing technical resources at each touchpoint of the insurance application process. 


The result is a seamless integration into your advisory practice and a smooth, managed experience for your client.




  • E-Apps

  • Case Management Team to Support Pending Business

  • Compliance and Tech Workflow

  • Internal Underwriting

  • Real-Time Case Status on Dashboard Portal

  • Immediate Release of Important Product and Carrier Updates

reporting & client management

  • Customized Reporting within Advisor Portal

  • Tools and Resources to Evaluate Inforce Insurance Business

  • Best Practices for Client Insurance Reviews

  • Potential for Integration of Data Into Your Firm's Client Reporting Software


  • Advisor Portal

  • Expertise with Industry Leading Financial Planning Software

  • Custom iComply Tool for E-Apps

  • Integration with Envestnet/Insurance Exchange Platform

  • Insurance Quoting and Product Comparisons

  • Electronic Contracting/Licensing