Our Process
Apply
Advisors use custom, branded outputs in planning conversations, with the option to include an Astin Archer in advisor-led client discussions when appropriate.
What we DO NOT do
We DO NOT sell, quote, recommend, or represent any carrier or lead generation services
We DO NOT retain any client PII
We DO NOT have ANY direct client communication unless directly requested and facilitated by you - You stay in control
Advisors provide client declaration pages and basic inputs within their own environment.
Submit
Astin Archer reviews coverage structure using a standardized, rules-based approach.
Analyze
Clear, advisor-ready outputs highlight what is visible in the coverage and where questions often exist.
Neutral, advisor-facing insurance intelligence
Standardized, custom outputs that highlight coverage structure and potential gaps
Clear, plain-language summaries designed for client conversations
Deliver
