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Empowering Insurance Agencies with Cost-Effective Solutions

Insurance CSMs
Lead Generation
Partner Promotion
Business Insurance Support

Helping insurance agencies scale with expert outsourced CSMs and high-quality lead generation.

  • Our specialized insurance-trained CSMs handle policyholder inquiries, claims support, & renewals.
  • We generate qualified leads for business insurance providers, connecting them with the right clients.
  • Our advertising solutions position top agencies in front of business owners looking for coverage.


Get Business Support
Personal Insurance Growth Solutions

Helping insurance agencies acquire more clients and retain them with expert customer support.

  • Our team manages policyholder engagement to improve customer retention.
  • Lead generation strategies target homeowners, auto owners, & renters looking for better coverage.
  • Digital & local advertising solutions put agencies in front of qualified buyers.


Get Personal Insurance Support
Health Insurance Expansion Services

Assisting health insurance providers in reaching new clients and managing policyholder engagement.

  • We offer dedicated CSMs trained in health insurance to support policyholder inquiries & renewals.
  • Our lead generation strategies help health insurance agencies connect with individuals & businesses seeking coverage.
  • Marketing & advertising solutions ensure your agency is visible to the right audience.

Get Health Insurance Support

Why Work with AmityFin?

For Agencies & Clients

At AmityFin, we go beyond just connecting you with independent insurance agents—we provide a streamlined, fully managed solution for and clients.

For Agencies – We recruit, vet, and manage top-tier CSMs (Customer Success Managers) to support your book of business, so you can focus on growth instead of admin work.

For Clients – We ensure you get access to the best independent insurance professionals who work for YOU, not just one company. Whether your needs change or your business scales, our network has you covered.

Unlike traditional setups, AmityFin doesn’t just refer agents—we actively build the infrastructure for lasting relationships and business efficiency.

Our agents work with top national insurance companies. Choices galore!

For Agencies & Clients

Expert CSMs to help insurance agencies manage clients.
Lead generation services for agencies
Marketing & publicity solutions for our partners.
Best
Business Insurance

Business insurance can be complex, but finding the right coverage shouldn’t be. At AmityFin, we help insurance agencies not only navigate coverage options but also scale their business through expert CSMs, lead generation, and marketing support. We ensure agencies have the right tools to grow while providing top-tier service to clients.




Get Business Support
Best
Personal Insurance

Protecting what matters most to you is important, and having the right personal insurance policy makes all the difference. AmityFin provides expert CSMs to help agencies deliver the best coverage solutions while ensuring seamless client management. Whether it’s home, auto, or other personal policies, we connect professionals with the right clients and tools to succeed.



Get Personal Insurance Support
Best
Health Insurance

Health insurance is a critical part of financial well-being, yet it’s often one of the most confusing. Amityfin simplifies the process by providing clear insights into available plans and coverage options. Our experts help you navigate health insurance so you can find a plan that suits your needs without the stress.AmityFin not only simplifies health insurance options but also provides agencies with expert CSMs and marketing solutions to ensure clients receive top-tier guidance.

Get Health Insurance Support

AmityFin empowers insurance agencies with top-tier CSMs, lead generation, and marketing solutions—helping them grow while ensuring clients receive the best service possible.


Expert Insurance Guidance for Businesses & Individuals

For Agencies & Clients

Personal Insurance Advisory

Is Your Insurance Strategy Costing You?
Many people either overpay for insurance or are underinsured without realizing it. The right coverage isn’t just about having a policy—it’s about having the right strategy.
At AmityFin, we help individuals:

  • Review existing coverage to identify potential gaps.
  • Understand policy terms in simple, clear language.
  • Connect with the best options based on their needs and risk tolerance.

We don’t sell insurance—we make sure you have the right protection. Let’s build a smarter strategy for your personal coverage.

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Business Insurance Advisory

Building a Business? Make Sure You’re Covered
Starting or running a business comes with risks, and insurance is a key part of your foundation. But it’s not just about getting a policy—it’s about having the right risk strategy.
At AmityFin, we help businesses:

  • Understand liability coverage to protect against unexpected claims.
  • Assess employee & asset protection to keep operations running smoothly.
  • Make informed decisions on coverage options that fit their industry and growth stage.

We simplify insurance decisions, so you can focus on growing your business with confidence.

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Insurance Made Simple: Expert Tips & Guidance

For Agencies & Clients

Understanding insurance doesn’t have to be complicated. Get expert insights and practical advice to help you make informed decisions about your coverage.

Helping Insurance Agencies Grow with AmityFin

We empower insurance agencies with the support they need to scale, generate leads, and build lasting visibility in the industry.

Outsourced CSM Agents

Enhance your customer service with trained insurance CSM professionals who handle client inquiries, renewals, and retention—all under your agency’s brand.

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Lead Generation for Agencies

We connect insurance agencies with high-quality leads, ensuring a steady flow of potential clients who are actively looking for coverage.

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Publicity for Our Partners

Expand your reach with our strategic publicity services, helping your agency stand out in a crowded market through digital marketing, social media, and industry partnerships.

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