our approach

We have the playbook.

Working with Viaffinity sets you up for success with the insurance your customers need and puts you on the path to a high-margin revenue opportunity.
Required Coverage
Errors & Omissions
Pays for costs resulting from mistakes that you make in your work, also known as professional liability.
Business Interruption
Replaces lost income from a small business if you need to temporarily shut down due to a loss covered by the policy.
Cyber Liability
Covers the costs of cyberattacks and data breaches.
Commercial Umbrella
An extra layer of protection above the other liability insurance policies of your small business.
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Match Insurance to Your Customer Base

1. Identify the right product.

We work with you to analyze the insurance needs of your customers and identify the perfect insurance solution whether that is a personal policy, standard commercial insurance, health/group benefits, or a niche vertical industry program. We have the market connections to bring the right product to your customers.
As an agency we can offer choice in coverage and price with top rated insurance companies.
Starting with the right insurance product increases conversion and retention.
execution

2. Design a winning integration.

Building upon your product's user experience, we find the most convenient and highest-converting moments to add insurance. We can leverage customer data APIs available in your platform or securely connect to our modern APIs for quoting, policy issuance and documents.
ongoing service and support

3. Launch and we'll take care of the rest.

We make sure your customers are continually covered and support them as their business evolves. Our insurance experts help with claims, payments, and policy changes as an extension of your trusted brand to ensure a long-lasting partnership.
James W.
12
Hello James,

Policy Summary

Increased Limits
$500,000
Effective Date
Jan. 1, 2023
We processed your endorsement. You're all set!
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