Solutions for
every insurance professional.
The trusted technology partner to increase your insurance transactions.
Solutions for MGUs and MGAs
Managing General Underwriters and Agents often manage complex insurance processes.
Hassle-free
Our cloud-based marketing, underwriting, binding and payment platform frees up your staff so they can advise customers instead of shuffling paperwork and forms.
Multi-channel
Run your insurance business across all sales channels, including web, tablet and mobile storefronts and integrate with your social media presence.
Business growth
Leverage your customers' feedback to write more business, find the right markets and the right underwriters, quote, bind and accept payments.
Fast growing community
Source more relevant Agents and Brokers partners and leverage our proprietary database of close to one million professionals.
Solutions for Insurance Agents & Brokers
A global platform for insurance professionals
We operate a comprehensive cloud-based commerce platform designed for small and medium-sized insurance Agents and Brokers.
Multi-channel
Run your insurance business across all sales channels, including web, tablet and mobile storefronts and integrate with your social media presence.
Business growth
Leverage your customers' feedback to write more business, find the right underwriters, quote, bind and accept payments.
Solutions for Underwriters
The boost you need
Stop competing on price alone.
Network buildout
Showcase your recent wins, get feedback from Brokers and expand your distribution network.
Solutions for Partners, online retailers & tech platforms
Are you a tech company, a manufacturer, or a retailer interested in exploring, designing and offering custom insurance products for your customers?
Reach out to us and we will quickly evaluate the various options available to you and will help you navigate through federal and state regulations.
Solutions for Registered Investments Advisors and Broker Dealers
Section 206(4) of the Advisers Act makes it unlawful for an RIA to engage in any act, practice, or course of business which is fraudulent, deceptive, or manipulative, and Rule 206(4)-1 under the Advisers Act identifies and effectively prohibits certain statements that, when published in an advertisement by an RIA, constitute a violation of the Act.
One of these prohibitions, the Testimonial Rule, prohibits the use of “any testimonial of any kind concerning the investment adviser or concerning any advice, analysis, report or other service rendered by such investment adviser.”
RIAs face certain challenges applying Rule 206(4)-1, which was originally adopted in 1961 and has not been substantially amended, to modern forms of communication.
Kiv Broker is working on a solution to comply with Section 206(4) of the Advisers Act.