Our Process: Creating a Seamless Insurance Branch for Your Business

How would your business strategically allocate additional revenue from an insurance captive? What specific areas of your business would you prioritize with this extra funding?

Kaufman Commercial offers an easy-to-implement, turnkey insurance branch for your business. Our goal is to help you offer tailored insurance products under your brand while we handle the backend operations, underwriting, and claims.

Our 4-Step Process:

1. Consultation: We assess your business model, industry, and client needs to determine the ideal insurance products.
2. Bespoke Design: We create a fully customized insurance solution, branded to your business and tailored to your clients’ specific needs.
3. Implementation: Our digital platform integrates directly with your business, allowing for smooth onboarding, underwriting, and claims management.
4. Ongoing Support: We provide continued support, including data analytics, client engagement tools, and management services to ensure your branch operates flawlessly.

Here’s how we make it simple:

1. Backend Operations Managed by Us:
   All the complexities of running an insurance branch—such as compliance, regulatory paperwork, product structuring, and claims processing—are handled by Kaufman Commercial. We use our expertise and advanced digital platform to manage these operations behind the scenes.
2. Digital Underwriting:
   Using state-of-the-art technology, we streamline the underwriting process. Policies are generated quickly and accurately through our automated systems, allowing you to offer competitive insurance products without needing to build out internal insurance expertise.
3. Claims Management:
   Claims can be one of the most time-consuming aspects of running an insurance branch. Kaufman Commercial ensures that your clients experience fast, efficient claims processing, all while your brand remains front and center. Our digital-first approach to claims management means quicker resolutions and happier clients, with minimal effort from your business.
4. Client-Facing Portal:
   Our digital platform includes a custom-branded client portal, where your customers can access policy details, file claims, and manage renewals—everything under your business’s branding. This not only improves the customer experience but also positions your company as a full-service provider in your industry.

Let us help you create a powerful insurance branch. Get started today with a free consultation.