The Client Financial Wellness Platform
for Insurance Agents
Differentiate your agency with a white-label financial literacy program. Help clients build financial confidence, deepen relationships, and increase client retention.
Trusted by 100+ Organizations Nationwide
Why Insurance Agents Partner with Sqwire
Sqwire helps insurance professionals deepen trust and deliver long-term impact. Our co-branded client financial wellness platform equips your clients with expertly designed courses and AI-guided support.
Deeper Client Trust
Go beyond policies by empowering clients with financial education that positions your agency as a lifelong ally in their success. Industry data shows trust drives retention.
Expanded Value
Deliver a unique client experience that drives engagement and retention — adding measurable value beyond traditional coverage.
Onboarding & Support
Launch effortlessly with personalized onboarding and dedicated success resources that help your agency see impact from day one.
Proven to Build Loyalty and Long-Term Retention
Client Retention
Cross-Sell Opportunities
Report Improved Confidence
“Sqwire gave our agency a new way to serve. Clients don’t just see us as insurance advisors — they see us as lifelong financial partners.”
— Lisa H.“Sqwire is helping Virginia’s auto dealers and their employees prioritize financial wellness. This new partnership has increased the value of our membership.”
Don Hall“Sqwire’s innovative financial wellness platform is helping Kentucky auto dealers... We’re very excited to be able to offer such an important resource.”
Jason WilsonTools to Elevate Your Agency
A complete ecosystem for financial wellness.
Custom-Branded Landing Page
Showcase your brand. Build their trust. Deliver a fully branded experience with your organization’s logo and messaging.
Real-Time Engagement Dashboard
See who’s active and what they’re learning. Get powerful insights into how your users interact with the content.
Contextualized Content Library
Developed with survey data, our Higher Ed modules speak to students with style and substance that connects to real-life issues.
Engagement Digest
Stay informed. Take action. Receive a daily / weekly email summary showing top users, recent signups, and course activity.
Gamification Drives Engagement
Motivate learners with points, badges, and leaderboards. Sqwire’s gamified experience turns financial education into an interactive journey.
AI-Powered Guidance
With our virtual AI instructor, users get real-time support, explanations, and encouragement, making learning more personal.
Frequently Asked Questions for Agents
Ready to Empower Your Clients and Elevate Your Agency?
Join insurance professionals using Sqwire to deliver smarter guidance, measurable results, and deeper relationships.