For CPA Firms
Your Practice.
Expanded.
The JBIS Model
Built by a CPA. Designed for how firms actually operate.
Accountants identify risk earlier than anyone else — estate tax exposure, insurance gaps, and succession challenges that sit just outside the scope of traditional compliance work.
Insurance is a specialized discipline. Staying genuinely current in it requires active, ongoing relationships with providers, brokers, lenders, and specialists across both domestic and international markets — not just periodic education. That depth takes time and focus to build and maintain.
JBIS exists to provide that layer — acting as an insurance resource that allows your firm to deliver more, without becoming something it’s not.
You stay in the relationship
Always front and centre.
JBIS handles the complexity
Without adding burden to your practice.
Your client gets a better outcome
Clear, structured, and properly executed.
How It Works
Simple by design. Thorough in execution.
Step 1
You Know Your Clients Best
Where the conversation begins
Step 2
You Identify the Opportunity
The need already exists
Step 3
You Introduce JBIS
One call or email
Step 4
We Prepare & Qualify
Clients arrive informed, not confused
Step 5
We Bring in the Right Expert
At the right moment — if needed
Step 6
We Manage to Completion
End‑to‑end, with your relationship protected
Is Your Practice a Fit?
Built for firms like yours.
JBIS is designed for independent and mid-sized accounting firms serving high‑net‑worth business owners with corporate structures, Hold Co's, and evolving estate needs.
You see the risks. You care about who you refer. You want to expand what you can deliver — without adding complexity to your practice.
You might be a fit if…
Your clients are incorporated business owners
You receive insurance or estate planning questions you cannot fully answer in-house
Your firm does not operate its own insurance brokerage
You want to deepen client relationships without adding headcount
You care deeply about who you refer — and need to trust them completely
Next Step
Looking for a trusted insurance resource?