Insurance is one of your biggest expenses.
It’s also the most broken.
One advisor for your business, your home, your family — every dollar of coverage, explained. Powered by AI. Accountable to you. Protecting what you built, and who you built it for.
Talk to an advisorTop-5 expense. Bottom-tier experience.
Sound familiar?
One agent for your business. Another for your home. Nobody for your life insurance.
You get sold, not advised.
One question. A week of voicemails.
Built for business owners — and the families they're building for.
One advisor. Business, home, auto, life — reviewed together.
Chaos. No visibility. No one to call.
Business Policy
Agent A · 42 min on hold
Home Policy
Agent B · different carrier, different portal
Auto Policy
Quoted once. Never reviewed since.
Life Insurance
No agent assigned. No one's watching it.
“Wait, am I even covered for this?”
Asked 3 times · 3 voicemails · 0 replies
3 portals. 3 passwords. None of them agree.
Renewed on autopilot, never re-shopped
Clarity. Full visibility. One advisor, always reachable.
- Business Policy$2M liability
- Home Policy$500K dwelling
- Auto Policy$1M liability
- Life Insurance$1M term
Drag to see what one advisor looks like
Your business. Your home. Your family. One advisor.
Unified experience. Every policy below — placed, reviewed, and renewed together.
The Business
The Home & Family
The Future
Three renewal dates. Two sets of paperwork. Now: one place, nothing missed.
Your advisor answers at 2am. And at renewal. And when a claim hits.
AI handles the instant stuff. Your advisor shows up when it matters.
Step 1 of 4: Onboarded right, from day one
AI does the paperwork. Licensed humans do the advising. You get both.
Talk to an advisorWe built the advisor we couldn’t find.
One of us sold insurance. The other built products. Together, we built the advisor business owners never had.
Dan Pinchasi
Founder & CEO
Leads growth, capital, and the partnerships that get Basis in front of the families it serves.
Caroline McLevitt
Chief Insurance Officer · Licensed Principal
Career insurance veteran. Owns carrier relationships, compliance, and every recommendation a Basis advisor makes.
FL license #[XXXXXX]
Questions worth asking before you do.
No. Most advisors ignore accounts under $10K in commission — we built Basis for exactly the households they turn away. If you own a business and a home, you're the client we want.
Nothing extra. We're paid the same commission that's already built into your policy, whether it's placed with us or anyone else. Switching costs you nothing. Staying with the wrong coverage might.
You tell us who to contact and we handle the transfer — carrier notifications, policy moves, everything. Most clients never have to speak to their old agent again.
Yes. Every Basis advisor is individually licensed and supervised by our Chief Insurance Officer. Florida license #[XXXXXX].
The Basis of What You’re Building.
Send us your email. We’ll take it from there.
No commitment. We’ll map your gaps and follow up within 24 hours.