The Customplan Difference
Reputation
Customplan is an award-winning MGA, recognized by the industry for providing education, training, expertise, and technology.
Independence
Customplan is one of the few MGAs not owned by an insurance company brokerage. Advisors can always offer the best to their clients.
Business Development
Customplan’s seasoned specialists are associates who form part of its Leadership Team. Based on your mandates, the team is committed to helping you achieve and surpass personal goals.
Commitment
Customplan takes an active interest in the growth and success of its advisors and their practices.
Relationships
Customplan believes that communication is of utmost importance. This means understanding individual advisors, appreciating the wants of our clients, maintaining current and developing new relationships with insurers, reinsurers, and investment firms.
Collaboration
Customplan promotes intellectual interplay – the sharing of collective knowledge and experience. This enables independent advisors to promise and deliver best-in-class solutions and strategies.