Offer your clients insurance through SilverLine Insurance.

Conecta users can introduce clients to SilverLine for business, contractor, and personal insurance guidance while your office stays focused on tax, accounting, payroll, and client relationships. SilverLine handles the insurance review, coverage options, quoting, and policy service.

  • Business insurance
  • Contractor coverage
  • Personal insurance
  • Benefits & specialty coverage
  • Policy service support
  • Nationwide
Better Together celebration artwork featuring Conecta and SilverLine branding
Over 20 years of experience

Ready to start offering insurance to your clients without being licensed?

Insurance support for the clients your office already serves

SilverLine Insurance is an insurance agency focused on business and personal insurance. They help families and business owners nationwide find coverage options with personalized guidance, team-based support, and relationship-based service. For Conecta users, SilverLine is especially relevant when your clients need insurance help and you want a partner to handle the insurance side.

Business owners

LLCs, corporations, and sole proprietors who need liability, property, auto, or package coverage options reviewed.

Contractors and trades

Construction, maintenance, specialty trades, and service contractors who may need certificates, bonds, tools coverage, or builder's risk.

Employers with staff

Businesses hiring employees who may need workers' compensation guidance and related workplace coverage options.

Property owners

Clients with storefronts, offices, warehouses, restaurants, or other commercial property to protect.

Commercial vehicle users

Business owners using company vehicles, fleets, or personal vehicles for work who may need commercial auto or hired/non-owned options.

Families needing home or auto support

Personal insurance reviews for clients asking your office about homeowners or auto coverage options.

Clients asking you for insurance help

Tax, accounting, payroll, and bookkeeping clients who already trust your office and want an introduction path for insurance questions.

Benefits-focused employers

Business owners exploring disability, life insurance, retirement plans, or voluntary benefits for themselves or their team.

About SilverLine Insurance

SilverLine Insurance & Consulting has been helping business owners for over 20 years. They work with clients across the United States on customizable business and personal insurance products — from sole proprietors to larger business exposures. Their approach emphasizes business risk management, clear communication, and ongoing policy support beyond the initial quote.

SilverLine's process is straightforward: your client shares their needs, SilverLine reviews coverage options, and the client can move forward with guidance on next steps.

New York City office: 4 World Trade Center, 29th Floor Phone: 718-499-0700 Email: service@silverlineins.com silverlineins.com

Coverage areas you can introduce through SilverLine

Your office stays the relationship source. SilverLine handles insurance review, quoting, enrollment guidance, and ongoing policy service.

Use the categories below as a quick reference when a client asks what you can help them with — then introduce them to SilverLine for the insurance conversation.

Business Insurance

Business insurance options SilverLine offers for operating companies.

  • Builder's Risk Insurance — Builder's risk insurance is needed to protect that investment from the risk of physical loss or damage.
  • Business Interruption Insurance — Business interruption insurance provides a layer of protection that could help your enterprise survive when a disaster forces the entire operation to shut down.
  • Business Owners Package Insurance — Business owner's policy insurance is a program that allows these businesses to get the coverage they need, bundled together for affordability and simplicity.
  • Buy / Sell Protection — If you have a business partner, buy/sell protection is important to have to avoid financial difficulties should your business partner die.
  • Cargo Insurance — Cargo insurance allows you to protect your freight from the losses associated with external causes.
  • Church Insurance — That is when your church insurance policy can protect your religious organization from financial ruin.
  • Commercial Auto Insurance — Commercial auto insurance can be accessed to cover the cost of property damage and medical expenses, as well as other damages.
  • Commercial Earthquake Insurance — Commercial earthquake insurance protects against the losses associated with structural damage and property damage, which can be extensive.
  • Commercial Property Insurance — Storms, fires, natural disasters, theft, or vandals could heavily damage your property, indoors or out.
  • Commercial Trucking Insurance — Your commercial trucking insurance policy must adequately cover these vehicles to protect your company against various risks.
  • Commercial Umbrella Insurance — It provides extra protection in the event of a serious accident and a large settlement that could be catastrophic for your business.
  • Contractor's General Liability Insurance — To protect your business, it is imperative that you have adequate general liability insurance to meet your level of exposure.
  • Cyber Liability Insurance — Smart business owners know it is wise to be prepared and protect against risk by putting cyber liability insurance in place.
  • Directors & Officers Liability Insurance — Wrongful act allegations and lawsuits have become increasingly more common and frequently name members of boards of directors or officers.
  • Employment Practices Liability Insurance (EPLI) — Employment practices liability Insurance (EPLI) covers employers against claims made by employees for employment-related issues.
  • Garage Insurance — This is a fundamental part of garage insurance coverage that can provide protection against financial liabilities resulting from accidents, building damage, and other causes.
  • General Liability Insurance — A single accident could lead to a lawsuit that could put you out of business unless you have adequate liability coverage in place.
  • Hotel & Motel Hospitality Insurance — In the hospitality industry, you need insurance coverage to protect the financial health of your business.
  • Key Person / Employee Insurance — Key person insurance is life insurance on a proprietor, partner, or key employee on whom the business' successful operation depends.
  • Liquor Liability Insurance — Bars, restaurants, nightclubs, and taverns all need liquor liability coverage.
  • Manufacturers Insurance — Manufacturers need adequate insurance coverage to prepare for the challenges they face in doing business.
  • Medical Malpractice Insurance — Medical malpractice coverage is an essential part of practicing medicine.
  • Non-Profit Insurance — Having the right insurance coverage to safeguard against the biggest risks is crucial for non-profits.
  • Product Liability Insurance — Product liability insurance protects manufacturers and sellers against lawsuits arising from the manufacture or sale of a company's products.
  • Professional Liability (Errors & Omissions) Insurance — Professional liability insurance gives your business a critical safety net.
  • Restaurant & Bar Insurance — Restaurants and bars are hospitality businesses with unique insurance needs.
  • Surety Bonds — Surety bonds are required in practically every profession in the U.S.
  • Wholesalers & Distributors Insurance — Wholesalers and distributors manage a constant flow of products, encounter unique challenges, and need adequate coverage to keep the business intact in case of unexpected loss.
  • Workers' Compensation Insurance — Workers' compensation insurance coverage is required by law for many businesses.

Personal Insurance

Personal insurance options SilverLine offers for families and individual clients.

  • Auto Insurance — You are required by the law to have auto insurance - but what are you getting for what you pay?
  • Condominium Insurance — If you own a condo, certain areas of the property are typically covered by the HOA insurance policy, but how much?
  • Earthquake Insurance — While coverage is optional in most of the country, standard homeowner insurance does not cover earthquake damage - a separate policy is needed to protect against this.
  • Flood Insurance — It is important to ensure that all you own is correctly valued and that the flood insurance policy you put in place covers your loss.
  • High Net Worth Coverage — High-net-worth coverage protects these valuables and can provide protection against identity theft or rare occurrences such as kidnapping and ransom demands.
  • Homeowners Insurance — To protect this important asset, you want to ensure you have the best homeowners insurance policy in place - with the highest level of protection - at a reasonable price.
  • Non-Owner Insurance — Non-owner car insurance covers you for bodily injuries and property damage when driving a vehicle owned by another person, whether a relative, roommate, friend, or driving a rental car.
  • Personal Umbrella Insurance — Many people feel more secure with the added protection of a personal umbrella insurance policy.
  • Pet Insurance — Some policies cover almost every eventuality, including accidents, illnesses, hereditary conditions, congenital conditions, chronic conditions, cancers, and the cost of care.
  • Rental Property Insurance — In some areas, adding earthquake and flood insurance in addition to rental property insurance may be necessary to protect your investment.
  • Underinsured or Uninsured Motorists — When buying auto insurance, adding coverage for underinsured/uninsured drivers may not seem to be important, but the need for this coverage cannot be overstated.
  • Valuable Items Insurance — Some insurance carriers allow you to add valuable items as a separate coverage to the policy called scheduled property, while others require a seperate valuable items policy.

Most common introduction opportunities for Conecta users

These are practical moments when a client conversation can turn into a SilverLine introduction — without your office becoming the insurance agency.

  1. New business entity

    A new LLC or corporation may need general liability, workers' comp, commercial auto, or a business owners policy (BOP) reviewed.

  2. Contractor paperwork

    A contractor asks for certificates of insurance, surety bonds, tools/equipment coverage, or builder's risk before starting a job.

  3. First employees

    A payroll or bookkeeping client hires employees and may need workers' compensation guidance and related workplace coverage options.

  4. Business vehicles

    A business owner buys vehicles or uses personal vehicles for work and may need commercial auto or hired/non-owned auto options reviewed.

  5. New location or storefront

    A client opens a storefront, office, warehouse, or restaurant and may need commercial property and liability coverage reviewed.

  6. Modern risk questions

    A business owner asks about cyber risk, professional liability, umbrella coverage, or other management liability options.

  7. Personal insurance questions

    A family client asks about home or auto insurance during tax season or year-round planning conversations.

  8. Benefits and specialty needs

    A business owner asks about disability coverage, life insurance, retirement plans for staff, or voluntary benefits for their team.

  9. Renewal or contract requirements

    A client gets a renewal notice, lease requirement, or vendor contract that asks for updated coverage, certificates, or a policy review.

  10. Loan or lender requirements

    A client is buying property, equipment, or refinancing and the bank or lender asks for proof of insurance or updated coverage before closing.

More than quoting

SilverLine's service model is built for ongoing client support — not just an initial quote. That can help your office offer more value while SilverLine handles policy service, changes, and follow-up on the insurance side.

Policy changes

Updates when a client's business or coverage needs change.

Certificates of insurance

Support for clients who need COIs for contracts or jobs.

Claim support

Guidance when clients need help reporting or navigating a claim.

Renewal reviews

Annual review conversations to revisit coverage and options.

Payments

Payment support through SilverLine's client service channels.

Account reviews

Periodic check-ins to align coverage with business changes.

Online portal / app access

Client Center access for policy documents and service requests.

Phone, text, or email

Multiple communication options for client service.

eSign options

Electronic signing when available for binding or service steps.

What this unlocks for your practice

  • Offer clients access to insurance support without becoming the insurance agency.
  • Create additional value for business owners, contractors, and families already working with your office.
  • Help clients with insurance questions through a professional handoff.
  • Position your office as a year-round resource, not only a seasonal tax office.

How the partnership works

  • Step 1: Identify a client need during your normal tax, accounting, or advisory work.
  • Step 2: Introduce the client to SilverLine Insurance.
  • Step 3: SilverLine reviews coverage options and handles quote, enrollment guidance, and policy service.
  • Step 4: Your office remains the trusted relationship source and introduction partner.

Ready to start offering insurance to your clients without being licensed?