Insurance Agents

Built With You In Mind.

To maintain your insurance-only business in today’s ever-changing legislative environment, it’s imperative to be prepared and possess the ability to document and support your client recommendations. GeoWealth’s process allows you to seamlessly continue business with your clients while staying within current industry regulations as you grow your practice. Our capabilities are scalable and allow you to effectively manage your firm without legislative disruption.

Features

1

DOL-compliant process to help ensure continuity in your business

2

Suitability and compliance tools provide secure, easily accessible dashboard to store client documents

3

Fully integrated platform provides agents and IMOs the ability to scale their practice