--- title: NEXUS FINANCIAL PLANNERS & CPA's --- Introducing RIGHTSURE NEXUS™ # Helping Financial Planners and Certified Public Accountants Leverage Additional Revenue Streams. RIGHTSURE NEXUS™ helps financial planners and CPA firms offer clients a convenient connection to auto, home, and other eligible insurance solutions—while creating an additional potential revenue stream without building an insurance operation. Request NEXUS Access See How NEXUS Works The Untapped Client Opportunity ## Your clients trust you with their financial future. Help protect what they have built. Financial planners and CPAs build lasting relationships around wealth, taxes, business decisions, and financial security. Yet clients often have to look elsewhere for everyday insurance needs. NEXUS makes it easier to connect them with experienced insurance professionals. 1 ### Clients Have Insurance Needs Your clients own homes, drive vehicles, and operate businesses. Their insurance decisions are part of their larger financial picture. 2 ### Trusted Relationships Matter Clients already value your guidance. An introduction to a trusted insurance provider can make your firm even more useful. 3 ### No Insurance Department Required You should not need to hire insurance agents, negotiate carrier appointments, or build a servicing team to make introductions. The NEXUS Breakthrough ## Connect your financial practice to an established insurance platform. Approved financial planners and CPA firms can share dedicated NEXUS insurance quote links, QR codes, and website widgets with their clients. Your firm makes the introduction. RIGHTSURE handles insurance quoting, licensed fulfillment, and ongoing policy service. Eligible partner compensation is governed by applicable law and the written agreement. ### What NEXUS Unlocks One easy client connection. Broad carrier access. Professional insurance follow-through. ✓ Auto and home rating technology ✓ Website links, buttons, QR codes, or embedded quote experience ✓ Client quotes initiated through approved RIGHTSURE tracking links ✓ Fulfilled by licensed Famously Friendly Humans ✓ Potential 50% eligible new-business revenue share, where legally permitted ✓ Potential 50% eligible renewal revenue share, where legally permitted How NEXUS Works ## Built for speed. Structured for compliance. Designed for scale. NEXUS gives your financial planning or accounting firm a simple way to introduce clients to RIGHTSURE, without asking your team to quote or sell insurance. 1 ### Connect Add the approved RIGHTSURE NEXUS™ quote link, button, QR code, or embed to your website. 2 ### Quote Customers begin their auto or home quote through RIGHTSURE.com for tracking and compliance. 3 ### Fulfill RIGHTSURE licensed Famously Friendly Humans finalize, bind, and issue eligible policies. 4 ### Earn Your firm may receive compensation for eligible business where permitted by licensing and referral laws and your NEXUS agreement. Revenue Share ## A new revenue opportunity built around existing client relationships. NEXUS is designed to create lasting value for participating firms. The proposed 50/50 compensation model applies only where legally permitted and to eligible transactions under the signed agreement. | Revenue Category | Financial Planner / CPA Firm Share | RIGHTSURE Share | | --- | --- | --- | | Eligible New Business Commission | **50%** | **50%** | | Eligible Renewal Commission | **50%** | **50%** | | Technology Access | Included for approved financial planner and CPA partners | Provided by RIGHTSURE | | Licensed Fulfillment | No insurance staff required | Handled by RIGHTSURE | Why Financial Planners and CPAs Join NEXUS ## More value for your clients. Another opportunity for your firm. ↗ ### Expand Your Client Offering Give clients a convenient path to insurance assistance without creating an insurance division inside your practice. $ ### Potential Recurring Revenue Create a potential new-business and renewal revenue stream where permitted by applicable laws and partner terms. ⚡ ### Modern Quote Experience Offer your clients an easy digital quote experience backed by RIGHTSURE's licensed Famously Friendly Humans. See Our Technology ## World-class insurance raters. Free for approved NEXUS partners. Give your financial planning or CPA clients access to a fast, consumer-friendly insurance quoting experience—without building technology or hiring an insurance team. Explore our consumer-facing raters below. Approved NEXUS partners receive unique tracking URLs and QR codes to share with clients, add to websites, or include in communications. [🚗 **Auto Insurance** Try the Auto Rater ↗](https://rightsure.rightrater.co/) [🏠 **Home Insurance** Try the Home Rater ↗](https://home.rightrater.co/homequotes) 🏢 **Small Business Insurance** COMING SOON [See Beta ↗](https://www.inshurents.com/) Insurance Company Access ## 125+ insurance companies. 42 states. One trusted connection. RIGHTSURE represents more than 125 insurance companies across 42 states, helping your clients explore coverage options through a licensed insurance team. Carrier and product availability vary by state and eligibility. [See Insurance Companies Represented ↗](https://www.rightsure.com/insurance-companies) ### Why RIGHTSURE? Because technology alone is not enough. The winning model is technology plus trust. ✓ North America’s Most Awarded Insurance Firm ✓ Famously Friendly Humans ✓ National insurance infrastructure ✓ Auto and home insurance rating capability ✓ Carrier access, compliance, and fulfillment support The Trust Layer ## Award-winning technology. Legendary human follow-through. Customers want speed, but they still need confidence. RIGHTSURE NEXUS™ combines fast rating technology with licensed insurance professionals who know how to complete the transaction the right way. Your financial planning or CPA firm can provide an additional client convenience while RIGHTSURE handles the insurance expertise and human follow-through. Compliance Built In ## NEXUS is designed to protect your firm, your clients, and the insurance relationship. Every approved NEXUS opportunity follows a structured process so tracking, licensing, policy issuance, and customer experience stay consistent. ### Quotes Start at RIGHTSURE All eligible policies must begin through approved RIGHTSURE.com quote paths for tracking and compliance. ### Issued by RIGHTSURE Eligible policies are issued by RIGHTSURE licensed Famously Friendly Humans. ### Declarations Show RIGHTSURE Declarations pages reflect RIGHTSURE and the appropriate RIGHTSURE service contact information. Best-Fit NEXUS Partners ## Built for trusted financial and tax professionals. Financial planners and CPAs already understand the importance of protecting assets and managing financial risk. NEXUS connects those conversations to practical insurance solutions. ### Financial Planning Firms Advisory practices seeking a convenient insurance resource for clients protecting homes, vehicles, and family assets. ### CPA and Accounting Firms Tax and accounting professionals whose clients often need help with personal and small-business insurance. ### Client-Focused Professional Firms Practices looking to deepen client relationships and explore permitted incremental revenue without adding insurance staff. ## Ready to offer clients more while exploring a new revenue stream? See how RIGHTSURE NEXUS™ can support your financial planning or CPA practice with insurance technology, licensed fulfillment, and a compliant partner model. [Request NEXUS Access](https://www.rightsure.com/contact) [NEXUS Expand](https://www.rightsure.com/nexus-expand) [More NEXUS FAQ'S](https://www.rightsure.com/nexus-faqs) Financial planners and CPAs must not discuss specific coverage, solicit insurance, or receive insurance commissions unless properly authorized under applicable law. Nonlicensed referral compensation, where allowed, may be subject to restrictions and may not be contingent on a sale. RIGHTSURE NEXUS™ is subject to approval, carrier requirements, licensing rules, compliance review, tracking requirements, and written agreement. Partner compensation is subject to applicable state referral and producer-licensing laws and applies only to qualified policies properly originated through approved RIGHTSURE tracking systems and issued by RIGHTSURE.