insurance partner for Advisors & CFPS

Protecting Your Clients’ Wealth Starts With the Right Coverage

Craft Insurance Partners helps advisors and CFPs strengthen client portfolios with personalized insurance strategies that reduce risk and safeguard assets.

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Why Financial Advisors Choose Craft

We help advisors provide holistic financial guidance that includes insurance protection clients can depend on.

Expertise That Builds Trust

We act as an extension of your team—offering tailored coverage solutions that align with your clients’ financial goals.

Access to Top-Rated Carriers

As an independent agency, we partner with 25+ leading carriers to offer flexible options for high-net-worth and complex client needs.

Long-Term Client Retention

Our responsive service and proactive reviews help you deepen relationships and ensure your clients’ policies grow with them.

how we work

A Simple Partnership That Strengthens Your Client Relationships

Collect Info

Gather basic policy details and client contact info.

We Analyze & Recommend

Our team reviews the marketplace to identify the best coverage options.

You Deliver Confidence

We provide clear analysis for you or the client, helping you reinforce your role as a trusted advisor.

SEnd an introduction

Specialized coverage

Solutions Built for High-Value & Complex Portfolios

We go beyond standard P&C insurance to serve the unique needs of your affluent and high-net-worth clients.

Private Client Insurance

Comprehensive protection for luxury homes, valuables, and collections.

Umbrella & Excess Liability

Expanded protection that covers high-value lifestyles and assets.

Flood & Catastrophic Risk Coverage

Access to private insurers that deliver faster solutions and broader coverage than FEMA.

"Matt and his team are trusted insurance partners for CFPs. They’re well-connected within the Austin advisor community, making them an invaluable resource for both clients and professionals alike."

nick bowman

CFP, calibrate wealth

Let’s Protect What Matters Together

Partner with Craft Insurance Partners to offer your clients the coverage and confidence that complement your financial planning expertise.

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