Insurance Solutions for
FINANCIAL ADVISORS
Putting You and Your Client in the Best Position Possible to Succeed.
ABOUT US
Advisor’s Choice: Your Insurance Brokerage Partner
Advisor’s Choice is a full-service insurance brokerage firm dedicated to supporting Financial Advisors, Registered Representatives, and Insurance Professionals. You deserve a partner who earns your trust with every case, every time. We’re your behind-the-scenes team, making insurance simple, seamless, and stress-free, for both you and your clients.
Our tools make Advisors Choice the Obvious Choice.
Refine your unique practice, with our proven tools
AppointEase
AppointEase is our central repository for all your appointment and contracting information. Enroll with AppointEase just once, and then no matter which insurance carrier and state of issue, we’ll be able to process your future appointments with very little, if any, paperwork from you at all.
Advisor Dashboard
At Advisor’s Choice, your Advisor Dashboard puts your entire business in sharp focus, offering a streamlined hub for managing every aspect of your workflow. From one platform, you can easily track cases, monitor carrier appointments, access real-time updates and approvals, and view your active client snapshot with recent activity and pending cases. Built to support independent advisors, broker-dealers, and insurance professionals, it gives you the tools to stay efficient behind the scenes, deliver tailored solutions with confidence, and drive stronger client engagement and business growth.
What You Can Expect
Simplified Insurance Solutions
We eliminate complexity from the process. With a single point of contact and access to over 80 top-rated carriers, we make quoting, case management, and policy placement easy and efficient so you can stay focused on your clients.
Support That Feels Like
Part of Your Team
We treat your business like our own. Our team provides fast, responsive service and expert guidance every step of the way. You’ll always know where your case stands and who to call when you need help.
Competitive, Transparent Compensation
Your success is our success. That’s why we offer some of the most competitive rates in the industry, with complete transparency and prompt payments you can count on.
Discover AppointEase
Our exclusive AppointEase service handles the entire application process for you at no cost. Just submit a request online and we’ll take care of the rest. No paperwork. No follow-up chaos. Often no medical exams. Just clean, quick, and compliant submissions.
Count on Advisor’s Choice to do the Heavy Lifting
You focus on what you do best: building relationships and growing your practice.
We’ll take care of the rest with the tools, support, and service you need to succeed.
