Helping insurance agencies scale with expert outsourced CSMs and high-quality lead generation.
Helping insurance agencies acquire more clients and retain them with expert customer support.
Assisting health insurance providers in reaching new clients and managing policyholder engagement.
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.
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.
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.
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 SupportIs 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:
We don’t sell insurance—we make sure you have the right protection. Let’s build a smarter strategy for your personal coverage.
Read moreBuilding 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:
We simplify insurance decisions, so you can focus on growing your business with confidence.
Read moreUnderstanding insurance doesn’t have to be complicated. Get expert insights and practical advice to help you make informed decisions about your coverage.
We empower insurance agencies with the support they need to scale, generate leads, and build lasting visibility in the industry.
Enhance your customer service with trained insurance CSM professionals who handle client inquiries, renewals, and retention—all under your agency’s brand.
Read moreWe connect insurance agencies with high-quality leads, ensuring a steady flow of potential clients who are actively looking for coverage.
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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