Optavise is your very own comprehensive insurance platform that delivers unprecedented convenience and cost-efficiency to manage all of the insurance needs in your life. Our set of services offer user-friendly tools that focus around 3 major pieces of the insurance process: coverage suitability through easy-to-understand education and personal guidance, transparency and choice through interactive policy marketplaces, and organization, access, and ongoing maintenance through our policy management and document storage system.

The guiding mission of Optavise is deliver the absolute best experience and results for insurance consumers. We are not the insurance company ourselves, but we fill a role that can be even more valuable in your life as the all-in-one resource to educate, connect, and facilitate your insurance purchases and ongoing policy management.

We believe that clear and efficient insurance planning is critical to the well-being of an individual and family. Adequate financial protection, particularly as one gets older, is a major contributing factor to whether or not a family will find themselves in an environment that facilitates peace, pride, and personal growth. Our unique ability to take this philosophy and turn it into a superior set of services for our clients is a result of our deep understanding of our clients’ needs and concerns, our unique organizational structure, technological capabilities, and our passion for the task at hand.

We believed that the consumer insurance industry standards and conflicts of interest were not acceptable. We knew you wanted better. We wanted better for all of us. We put a lot of minds, technology, and late nights together to deliver this solution. It’s for you. It’s your insurance; clear, efficient, and organized.