What is THE PSP?
The Wheeler & Taylor
Producer Success Platform™
The PSP was designed specifically for experienced producers looking to scale their business without sacrificing independence, client experience, or entrepreneurial flexibility.
Unlike traditional agency models, the PSP combines national resources with boutique support to help producers grow faster and serve more sophisticated clients.
Included in The PSP:
Marketing Support
SEO support, content strategy, social media, campaigns, collateral, and marketing resources.
Brand Development
Author pages, thought leadership, professional development, and growth opportunities.
National Carrier Access
Private client markets, specialty carriers, tailored solutions, and HNW opportunities.
Licensing Infrastructure
Appointments, compliance and administrative support, reporting assistance.
COI Support
Estate attorneys, RIAs, CPAs, financial advisors, wealth managers, private bankers and more.
Operational Support
Dedicated operational support, technology resources, and streamlined workflows for growth.
Built For Producers Who Already Produce
Established Private Client Advisors
✔ Existing High-Net-Worth Client Relationships
✔ Trusted Advisor Mindset
✔ Proven Business Development Experience
✔ Experience Serving Complex Insurance Needs
Financial Services Professionals
✔ RIAs
✔ Wealth Advisors
✔ Private Bankers
✔ CFP® Professionals
Luxury Relationship Builders
✔ Estate Attorneys
✔ Luxury Real Estate Professionals
✔ Family Office Executives
✔ Concierge & Lifestyle Professionals
Why Producers Move To Wheeler & Taylor
- Expanded High-Net-Worth Market Access
- Dedicated Service & Placement Support
- Stronger Carrier Relationships
- Marketing Resources That Drive Growth
- Less Administrative Burden
- National Platform, Boutique Experience
Marketing That Builds Your Book of Business
Thought Leadership Articles
Producer authored content driving inbound opportunities.
LinkedIn Campaign Support
Professionally developed business development campaigns
COI Marketing Support
Estate attorneys, CPAs, financial advisors and wealth managers.
Why Experienced Producers Choose Wheeler & Taylor
See how the Wheeler & Taylor Producer Success Platform™ compares to the traditional agency model.
| Traditional Agency | Wheeler & Taylor Producer Success Platform™ |
|---|---|
| Limited private client carrier access | ✔ National access to premier private client markets |
| Minimal marketing support | ✔ Dedicated marketing team with SEO, content, campaigns & social media |
| Build your personal brand on your own | ✔ Author pages, thought leadership & professional brand development |
| Administrative tasks consume valuable selling time | ✔ Licensing, compliance & operational support |
| Limited COI development resources | ✔ COI strategies for RIAs, attorneys, CPAs & wealth advisors |
| Few growth resources beyond carrier access | ✔ Complete platform designed to help experienced producers grow |
| Transactional agency relationship | ✔ Long-term partnership focused on your continued success |
Most agencies expect producers to build their own brand.
We provide the strategy, resources, and support to build it with you.
National Private Client Footprint
Expanding Private Client Opportunities Nationwide
Current Private Client Opportunities
What Our Producers Say
"Wheeler & Taylor provides the resources, market access, and support experienced producers need to continue building meaningful client relationships. The ability to leverage a strong private client platform while maintaining a relationship-focused approach creates a better path for long-term growth."
"Serving successful individuals and families requires more than access to insurance products. It requires specialized markets, responsive support, and a team that understands sophisticated risk. Wheeler & Taylor provides the infrastructure needed to deliver a higher level of client experience."
"The best producers succeed when they have the right combination of independence, resources, and support. Wheeler & Taylor’s Producer Success Platform™ creates an environment where experienced professionals can focus on building relationships while having the tools needed to grow."
Frequently Asked Questions
What is the Wheeler & Taylor Producer Success Platform™?
The Wheeler & Taylor Producer Success Platform™ is a growth platform designed for experienced insurance professionals who want to expand their private client practice while maintaining the relationship-driven approach that built their success.
The platform combines private client market access, marketing support, operational resources, carrier relationships, and business development tools to help producers grow more efficiently.
Who is the Producer Success Platform™ designed for?
The PSP is designed for established insurance professionals, including:
- Private Client Advisors
- High-Net-Worth Insurance Producers
- Personal Lines Producers
- Financial Advisors transitioning into insurance
- Relationship-driven professionals serving affluent clients
The ideal candidate understands the value of trusted advisory relationships and wants additional resources to grow.
Is this an entry-level insurance producer opportunity?
No. The Producer Success Platform™ is designed for experienced professionals who already understand client relationships, business development, and the importance of specialized risk management.
We are focused on advisors who want to elevate their practice, expand their capabilities, and access resources typically associated with larger national firms.
How does Wheeler & Taylor help producers grow their business?
We provide support across the areas that directly impact growth:
- Personal brand development
- SEO and content marketing
- Producer landing pages
- LinkedIn campaigns
- Private client market access
- Carrier relationships
- COI development strategies
- Operational support
The goal is to allow producers to spend more time building relationships and less time managing infrastructure.
Where does Wheeler & Taylor recruit Private Client Advisors?
We are actively expanding our private client presence in select markets, including:
- Beverly Hills
- Los Angeles
- San Francisco
- New York City
- The Hamptons
- Connecticut
- Miami
- Palm Beach
- Naples
How is Wheeler & Taylor different from a traditional insurance agency?
Many agencies provide products. Wheeler & Taylor provides a platform.
The Producer Success Platform™ combines the resources of a national private client organization with the accessibility and personal service of an independent firm.
Do producers have access to high-net-worth insurance markets?
Yes. Wheeler & Taylor provides access to specialty insurance markets designed for affluent individuals and families with complex personal assets.
This includes solutions for:
- Luxury residences
- Multiple homes
- Collections
- Excess liability
- Private aviation
- Watercraft
- Lifestyle exposures
Can producers maintain relationships with their existing clients?
The Producer Success Platform™ is designed around protecting and strengthening producer relationships.
Our objective is to provide experienced advisors with additional resources, expertise, and market access to better serve clients and continue growing their practice.
Does Wheeler & Taylor provide marketing support?
We provide support across the areas that directly impact growth:
- Personal brand development
- SEO and content marketing
- Producer landing pages
- LinkedIn campaigns
- Private client market access
- Carrier relationships
- COI development strategies
- Operational support
The goal is to allow producers to spend more time building relationships and less time managing infrastructure.
What types of professionals make successful Private Client Advisors?
Absolutely. We understand that experienced producers value discretion when exploring new opportunities. All conversations are handled confidentially and are never shared with your current employer, carrier partners, or professional network. Our goal is to provide a comfortable environment where you can explore whether the Wheeler & Taylor Producer Success Platform™ is the right fit for your long-term grow.
Is my inquiry kept confidential?
Absolutely. We understand that experienced producers value discretion when exploring new opportunities. All conversations are handled confidentially and are never shared with your current employer, carrier partners, or professional network. Our goal is to provide a comfortable environment where you can explore whether the Wheeler & Taylor Producer Success Platform™ is the right fit for your long-term growth.
Private Client Producer Insights
Private Client
Producer Insights
Explore strategies, insights, and resources designed for experienced professionals building successful private client insurance practices.
Building Your Practice
Growing Your Brand
Ready To Explore What's Next?
Ready To Explore
What's Next?
If you’re an established producer looking for a platform built around growth, relationships, and sophisticated client opportunities, discover what Wheeler & Taylor can help you achieve.
