Become a trusted partner
Strong partnerships build stronger communities. We invite like-minded professionals to join our Trusted Partner Network and help clients access the protection they need.
Extend the trust your clients place in you
Your clients trust you with their most important decisions. When you partner with us, you extend that trust to a team that has protected Pacific Northwest businesses since 1992. Together we can provide complete solutions that safeguard what matters most to the people you serve.
What the partnership offers
Mutual referrals
Receive qualified referrals from our network while giving your clients access to specialized commercial insurance.
Specialized expertise
Deep experience in construction, trucking, manufacturing and multifamily property insurance.
Responsive service
Priority attention for your clients, quick turnaround and clear communication throughout.
Grow your practice
Expand your offering and strengthen client relationships by connecting clients with trusted insurance professionals.
An established firm
A reputation built on integrity and lasting relationships.
Educational resources
Industry insights, market updates and educational content to help you serve your clients.
Professionals who share our commitment
Financial planners
Business insurance complements financial planning by safeguarding assets, ensuring continuity and supporting succession strategies.
- Business succession planning support
- Key person insurance coordination
- Asset protection strategies
- Risk management consultations
Accountants and CPAs
You see the numbers; we protect the business behind them, with coverage aligned to your clients' financial health and goals.
- Risk exposure analysis
- Insurance cost optimization
- Compliance documentation support
- Year-end planning coordination
Business coaches
Help clients protect what they're building by connecting them with insurance specialists who understand growth.
- Growth-stage risk assessment
- Scalable coverage solutions
- Business continuity planning
- Entrepreneur-focused guidance
Attorneys
From entity formation to contract review, the right coverage complements your legal counsel.
- Contract insurance requirements
- Entity-appropriate coverage
- Liability risk mitigation
- Claims documentation support
Business consultants
Holistic business advice includes risk management. We understand operational complexity.
- Operational risk assessment
- Vendor and contract compliance
- Industry-specific solutions
- Strategic planning support
Bankers and lenders
We help borrowers maintain the coverage your loan requirements call for, protecting everyone's interests.
- Loan requirement compliance
- Collateral protection verification
- Certificate management
- Ongoing coverage monitoring
Simple and transparent
Apply to join
Complete the partner application and tell us about your practice and the clients you serve.
Get onboarded
We schedule a call to understand your needs and explain how we can best support your clients.
Make referrals
When clients need commercial insurance, introduce them to our team for personal service.
Grow together
Build stronger client relationships while receiving referrals and staying connected with our team.
What partners receive
Partner liaison
Direct access to a relationship manager who understands your business and clients.
Mutual referrals
Qualified referrals when our clients need services in your area of expertise.
Priority service
Expedited attention for the clients you refer.
Industry insights
Regular updates on insurance trends, market changes and risk management.
Educational webinars
Learning sessions on insurance topics relevant to your clients.
Co-marketing
Joint marketing initiatives to expand reach and share expertise.
Directory listing
Visibility in our partner directory shared with clients seeking professional services.
Networking events
Invitations to partner gatherings with like-minded professionals.
What partners tell us
“Partnering with First Underwriters has been invaluable for my financial planning practice. Their team takes exceptional care of my clients, and the mutual referrals have helped both of our businesses grow.”
Join our Trusted Partner Network
Complete the form and we'll be in touch within two business days.
- An introductory call to understand your practice
- No cost to join
Questions before applying? Email michaelo@firstunderwriters.com or call (425) 242-5357.
