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 is first.

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Who is This For?

Financial Planners

Offer clients an insurance savings check as part of holistic financial planning.

Revenue Share (Licensed) Marketing Agreement

CPA Firms

Support clients during tax planning, entity structuring, and major financial transitions.

Revenue Share (Licensed) Marketing Agreement

Wealth + SMB Advisors

Provide added client value without becoming an insurance agency.

Revenue Share (Licensed) Marketing Agreement

“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 & Client-First Outcomes

Holistic Planning Firms
CPA & Tax Advisory Teams
Wealth & SMB Advisory Groups
Mortgage & Real Estate Partners
Referral-Based Practices

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Frequently Asked Questions

If your firm is licensed for insurance, we can structure a compliant revenue share agreement based on production.

We can structure a marketing agreement based on referral activity and compliance guidelines in your state.

Each partner receives unique tracking links and identifiers so performance is measurable.

No. The widget is an easy add-on to your website. RIGHTSURE handles quoting, coverage guidance, and binding.

We can provide a simple embed, a tracked link, or a co-branded landing page — whichever fits your site best.

Connect with RIGHTSURE to Start Partnership

Partnership structures vary by state and activity. Final terms confirmed during onboarding.