Call Us Today! 877-463-0064

How It Works

Our unique insurance program for Mortgage Professionals guides Loan Officers in becoming licensed insurance agents so they can integrate insurance solutions into their existing mortgage business.

Step1

Schedule Introductory
Call

Step2

Complete your appointment and onboarding process with
Click2bind

Step3

Start earning 70% commissions today.

Benefits of becoming a licensed insurance agent
  • Create a residual income stream via your existing mortgage business and clients.
  • An experienced customer success team to support with the sales process, new customer inquiries, back-end servicing and all operational questions on your behalf, so you can remain focused on originating.
  • Better client experience as a one stop shop (vertical integration is happening in all businesses, do not get left behind).
  • Competitive residual compensation.
  • Custom integration with Loan Origination Software and automated marketing that allows MLOs to capture new insurance policies.
  • Self-employed business that allows for business deductions (can be a sole proprietor as well, so you do not need to open an entity if you do not want to).
Learn more about licensing costs in different states
Commission Payout
First Year Commission 70%
Renewal Commission (Year 2 +) | 50%
Revenue Calculator
Number of Opportunities per month
Year 1 Year 3 Year 5
Program Features
  • Compensation for Referrals
  • Custom Home & Auto Quoting Portal
  • Insurance Back Office
  • Dedicated Customer Service Team
  • Commission Reporting
  • CRM Integration
  • Licensing Facilitation
  • E&O Insurance (for C2B policies only)
  • Policy cross sell marketing
  • Post Termination Commission Structure
  • CRM Access
About Click2bind

Click2bind is an independent agency model that is designed to allow mortgage professionals to integrate insurance into their business model. Our program provides all of the support in sales, technology, customer service, operations, compliance and carrier management while the allowing mortgage professionals to offer a better customer experience and an additional revenue source.

Get An Inquiry

Call Us Today! 877-463-0064

What Our Producers Say
M
Michael Sandoval

What a great opportunity it has been for me to get my producer license and align myself with Click2bind. The team at Click2bind is always knowledgeable and responsive to my requests and questions. The turn around time for quotes has been very quick and any necessary changes are also quick and easy. Not like other insurance companies that can take days to provide what we need. The additional income is always welcome, especially in a market like we are in now.

A
Andy Lemon

It has been a pleasure working with Click2Bind as our insurance partner. Not only have they provided great products and pricing for our client’s insurance needs, they are extremely responsive and attentive to detail. They are constantly looking at ways to improve the process and add products to enhance options for our clientele and enable us to provide a one stop shopping experience for our clients. Thank you Click2Bind team!

Frequently Asked Questions

Yes, subject to the terms and conditions of the producer agreement.

C2B is licensed in all 50 states and Washington DC. We are also working toward licensure in the US Territories.

Originally founded in 2016 as an employee benefits focused company, founder Amir Lozani saw the need for an innovative insurance solution for individuals and businesses alike. Then in 2018, Click2bind Insurance was launched.

Currently we have access to 30+ carriers. Here are some of our nationally recognized carrier partners: Philadelphia, Hartford, Travelers, Liberty Mutual, Nationwide, Coastal, Safeco

The product lines we support include personal lines (homeowners, auto, umbrella), group benefits, bonds, and commercial lines (general liability, commercial auto, worker’s comp, umbrella, and professional coverages).

We specialize in HOA coverages and working with Fannie Mae, FHA, VA, national lenders, and mortgage industry bonding.

Support includes sales, service, licensing, training, and education.

No, there are no minimum production quotas.

Marketing under a different name could require additional E&O coverage.