Whether you're an accountant, attorney, or financial advisor, Insuralens helps you protect your clients and create new revenue streams.
Your client's data never leaves your system
Protect your clients and make a commission
Classic risk analysis takes hours - this takes seconds!
Become a one-stop shop that your clients keep coming back to
Most professionals in insurance-adjacent fields don't have the tools to analyze their clients' insurance coverage. That means gaps go unnoticed — and revenue opportunities are left on the table.
Insuralens changes that. By analyzing the documents you already have, we surface hidden risks and connect you with insurance agents who can close the gaps — earning you a commission in the process.
Tailored workflows for the professionals who need them most
During tax prep or financial reviews, instantly identify insurance gaps your clients didn't know they had.
During estate planning or business formation, ensure clients have proper coverage before it's too late.
Round out your financial plans with insurance analysis that protects wealth and uncovers new opportunities.
Real scenarios where Insuralens delivers immediate value
A CPA during tax season uploads a client's property documents and discovers their homeowner's policy hasn't been updated to reflect a recent renovation — leaving $150K in replacement value uncovered.
An attorney forming an LLC runs the business owner's existing policies through Insuralens and finds no cyber liability coverage — a critical gap for any modern business.
A financial advisor reviews a client's portfolio and Insuralens flags that their life insurance coverage is insufficient for the estate tax exposure identified in the plan.
During an annual review, Insuralens identifies that a client's umbrella policy doesn't cover their newly added teenage driver — a liability exposure that could cost millions.
Start identifying coverage gaps and earning commissions today.