Overview

• Founded in 2020 with 4 employees headquartered at 7 Valentin Gomez Farias, Mexico City, Mexico
• Expanded commercial relationships with multiple insurance providers in 2022
• Focuses on recruiting and developing Professional Insurance Agents/Promoters with international certifications
• Utilizes Análisis de necesidades (ADN) to create customized financial strategies for clients
• Leverages 140+ years of collective market experience from commercial partners

Specializations

• Development of internationally certified Professional Insurance Agents
• Financial strategy design for life-stage protection and lifestyle preservation
• Cultivation of savings and prevention culture in Mexican society
• Startup support through insurance-focused entrepreneurship programs

Services & Approach

• Recruitment and selection processes for insurance professionals
• Specialized training programs using 140+ years of partner know-how
• Custom financial strategy development through ADN methodology
• Deployment of financial product portfolios for client objectives