Customplan is an award-winning MGA, recognized by the industry for providing education, training, expertise and technology.
Customplan takes an active interest in the growth and success of its advisors and their practices.
Customplan is one of the few MGAs not owned by an insurance company brokerage. Advisors can always offer the best to their clients.
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.
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.
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.