The website is designed to make the insurance procurement process easier and more efficient for each accounting firm. It is designed for anyone in the accounting profession – whether they are a seasoned CPA, or run a tax preparer’s practice. The website caters to those who perform general accounting as well as financial planning, life insurance sales, client fund investing, Elder Care, Sox 404 or registered representative work. Calculated Risk Advisors designed the website to be of value to each professional
in the accounting industry.
The site was also designed around a benefit-driven platform, giving each client increased accessibility, and ease of doing business.
The website allows for 24/7 client access to their records. Through a secure login, each client can not only view their current application and policy form, but also their prior year’s information as well. This allows the client to quickly obtain information about their insurance history and trends.
Jon Schildt, a broker at Calculated Risk Advisors, explains why this launch is so important to the accountant’s industry: “The Launch of the InsureAccountant’
COMING SOON: RISK MANAGEMENT
InsureAccountants.com has also recognized a need in the Accounting industry for more accessible risk management. While many insurance companies offer some risk management, Calculated Risk Advisors wants these risk management articles and checklists to be available to all their clients – regardless of what insurance company they choose. To this end, InsureAccountants.com will be developing a risk management portal that will allow all their clients to have the necessary resources to protect and improve their practice. While this is under development, Calculated Risk Advisors ecided to launch the website due to the client portal and online application functionality being such a large benefit to clients. Jon Schildt explains that the risk management section of the website is currently in testing and is our next phase of development.