Financial Planner + CPA Joint Venture Model
Add instant insurance quotes to your website.
Turn it into a new revenue stream.
Your clients already trust you with money decisions. Insurance is one of the largest recurring expenses they carry. With a simple RIGHTSURE widget, your clients can compare rates from over 140 brand-name insurance companies instantly.
Licensed firms may participate in revenue share. Non-licensed firms may participate via marketing agreement. Either way — client value first.
" Email Us to Start Partnership " (marketing [at] rightsure [dot] com)
View FAQ
Who This Is For
Revenue Share (Licensed)
Marketing Agreement
Offer clients an insurance savings check as part of holistic financial planning.
Revenue Share (Licensed)
Marketing Agreement
Support clients during tax planning, entity structuring, and major financial transitions.
Revenue Share (Licensed)
Marketing Agreement
Provide added client value without becoming an insurance agency.
“This feels like a modern extension of our client service model. Our clients can check insurance savings instantly, and RIGHTSURE handles the heavy lifting — clean, fast, and professional.”
— Partner Firm (Pilot Feedback)
Trusted by partners who value speed, professionalism, and client-first outcomes
Holistic Planning Firms
CPA + Tax Advisory Teams
Wealth + SMB Advisory Groups
Mortgage + Real Estate Partners
Referral-Based Practices
FAQ
How does the revenue share work?
If your firm is licensed for insurance, we can structure a compliant revenue share agreement based on production.
What if we are not licensed?
We can structure a marketing agreement based on referral activity and compliance guidelines in your state.
How is client attribution tracked?
Each partner receives unique tracking links and identifiers so performance is measurable.
Does this require operational changes?
No. The widget is an easy add-on to your website. RIGHTSURE handles quoting, coverage guidance, and binding.
What do we place on our website?
We can provide a simple embed, a tracked link, or a co-branded landing page — whichever fits your site best.
" Start the Conversation " (marketing [at] rightsure [dot] com)
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Partnership structures vary by state and activity. Final terms confirmed during onboarding.
