For Advisors
Stay on top of your clients' insurance—without the back and forth.
Bulwark gives wealth managers dedicated applications to see and manage the insurance picture across all of their Bulwark clients—track coverage, monitor renewals, and pull documents on demand from one place.
Why wealth managers partner with us
Instead of chasing updates policy by policy, you get a centralized dashboard and tools that make it easier to stay on top of insurance across your full book of Bulwark clients.
Dedicated dashboard
See all of your Bulwark clients in one place with a clear view of their insurance picture.
Coverage visibility
Review policies, limits, deductibles, and key coverage details across your client base.
Renewal tracking
Monitor renewal timing and upcoming changes so nothing important slips through the cracks.
On-demand documents
Pull certificates, summaries, and other insurance documents without waiting on an agent.
Cleaner planning support
Use organized insurance information to support client reviews and broader wealth planning conversations.
What the dashboard helps you access
- Portfolio-wide dashboard across your Bulwark clients
- Coverage overview with limits and deductibles
- Renewal summary with key dates and changes
- Certificates of insurance on demand
- Policy summaries for client planning discussions
- Fast access to the Bulwark team when questions come up
Partner With Us
Let's work together.
Tell us about your practice and the types of clients you serve. We'll reach out to discuss how we can support you.
Introduce a client: If you have a specific client who could benefit, let us know and we'll reach out directly (with your introduction).