Merit Financial Integrates Prizm to Streamline Client Insurance

Advisors at Merit will now utilize Prizm’s platform to help clients manage home, auto, and umbrella policies through a centralized digital workflow. By integrating carrier connectivity with licensed insurance expertise, the system reduces the administrative friction typically associated with policy reviews and coverage adjustments. The move reflects a broader industry push to consolidate financial services, allowing advisors to maintain oversight of a client’s entire risk profile.

Dave Olchowka, CEO and co-founder of Prizm, noted that insurance remains a frequently neglected pillar of personal finance. For Merit, the partnership serves as a tool to ensure insurance coverage evolves alongside a client’s changing financial circumstances. This integration follows Prizm’s recent expansion into the registered investment advisor space, including a notable workflow integration with Holistiplan earlier this year.