Professionals
For mortgage & real estate professionals
Stop chasing insurance before closing.
Send the buyer, property, requirements and deadline. We take it from there.
- Independent since 2008Access to multiple insurers
- Licensed in FL & NJFL License L054522
- Local officeHallandale Beach, FL
- English and SpanishFor your clients
How it works
One referral. Clear responsibilities.
You stay focused on the transaction. Insurance questions come to us.
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Send the referral
Submit the client and property details through the referral form below.
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We contact your client
PIS gives the client the appropriate insurance next step, such as a quote or the documents an insurer needs.
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We coordinate the agency work
We handle the agency’s part and share the milestones your client permits, like evidence of insurance being issued.
What we handle
One agency for the insurance side of the file.
Not tied to one insurer, so we shop the coverage. A long-tenured team handles the lender paperwork and anything that doesn’t fit a form.
Lender requirements
Lender insurance conditions, mortgagee wording, evidence of insurance and mortgagee updates.
Homes and property
Home, condo, flood, rental and investment property.
Business coverage
Property, liability and the contracts that require proof of coverage.
Unusual situations
Coverage questions and unusual properties go to a person, not a form.
The team
Who your client will work with
A small, long-tenured team. Service in English and Spanish.
Emanuel Goldszmidt
Leads the agency and assists with property, casualty, life and health coverage.
Since 2008 · English, SpanishEstrella
Coordinates policy details, documentation and client follow-through.
Since 2008 · English, SpanishDebbie
Handles service requests and supporting policy documents.
Since 2015 · English, SpanishQuestions
Before you refer
Will you contact my client directly?
Yes. We reach out to the client with the next insurance step. Please let your client know to expect us.
How will I hear back?
Tell us your preferred channel in the referral. We confirm we’ve received it and share the milestones your client permits.
What if I don’t know what coverage is needed?
Send the lender’s insurance requirement or describe the situation. We’ll identify where to start.
Quotes, eligibility, underwriting, binding and document timing depend on the insurer and on complete client information. We can’t guarantee lender acceptance or a closing date.
Refer a client
Send it in two minutes.
The form opens with a short checklist. Fill in what you have; we’ll collect the rest from the client.