Our Platform

Connecting insurance brokers with their clients through smart asset management

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Broker-Centric Asset Management

InsureWizard is a modern platform designed for FSP-registered insurance brokers and their clients, providing streamlined asset portfolio management and real-time visibility.

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For Insurance Brokers

Manage client portfolios, view asset catalogs in real-time, track total values, and deliver exceptional service with comprehensive visibility.

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For Clients

Easily catalog your valuables with photos and documentation, find your broker, and keep them informed with up-to-date asset information.

How It Works

1.

Clients find their broker by searching FSP number or company name

2.

Association is approved by the broker or platform admin

3.

Clients add assets with photos, details, and appraisals

4.

Brokers access portfolios to view client assets and provide better service