From Referrals to Agency Ownership.

Core Solutions provides turnkey personal lines insurance models — from simple referral programs to full agency ownership. Choose how much of the opportunity you want to capture.

A Flexible Spectrum of Participation

The right model depends on how much customer ownership, operating responsibility, and economics your organization wants. There is no single right answer — only the right fit.

1

Referral

Pass leads. Earn fees. Zero overhead.

2

Lead Generation

Structured pipelines. Qualified handoffs.

3

Embedded Insurance

Transactional. Point-of-sale integration.

4

White-Label

Your brand. Core infrastructure.

5

Agency Enablement

Licensed. Supported. Revenue-generating.

6

Agency Ownership

Full control. Maximum economics.

Built for Your Organization Type

Core Solutions designs insurance programs around how your organization already operates — your customers, your workflows, your brand.

Credit Unions & Lenders

Connect insurance to lending workflows and member lifecycle events. Protect borrowers at the moment of financing — without disrupting your process.

Dealership Groups

Embed personal lines into the dealership transaction. Local or national scale. Tied directly to the F&I desk and vehicle delivery moment.

F&I Agencies & Product Companies

Layer personal lines into your existing product portfolio. Expand revenue per deal without building infrastructure from scratch.

Connected to CoreOS — or Deployed Standalone

Integrated with CoreOS

Insurance connects to verified data, lending workflows, dealership transactions, and lifecycle engagement — all within a single platform.

  • Verification & identity data
  • Lending & F&I workflow triggers
  • Lifecycle & retention engagement
  • Dealership transaction data

Frequently Asked Questions

Do we have to create our own agency?

No. Core supports every model from simple referral to full agency ownership. You choose your level of involvement.

Can Core support a national model?

Yes. Programs can be structured for single-market pilots or deployed across a national footprint.

Can insurance connect to existing workflows?

Absolutely. Insurance can integrate with verification, lending, and customer engagement — or run as a focused standalone solution.

Decide How Much of the Insurance Opportunity You Want to Own.

From a simple referral program to a fully branded agency — Core Solutions builds the model around your goals, your customers, and your appetite for growth.

Personal Lines

For credit unions, lenders, dealerships, and F&I agencies.

Flexible Participation

Referral to full agency ownership. No forced commitment.

CoreOS Connected

Integrate with data, workflows, and lifecycle engagement.