How does BlackCase work?

You browse real, licensed financial advisors and insurance agents like profiles, see their credentials and specialties, and message the ones who feel right. No forms, no cold calls, and it's free to find an advisor.

Are the advisors on BlackCase verified?

Yes. Advisors are checked against FINRA BrokerCheck, SEC IAPD, and state insurance licensing before they're marked verified, so you can see exactly which license each professional holds.

Does BlackCase cost money?

Finding and messaging an advisor is free for consumers. Advisors pay only for optional exposure placements.

BlackCase

Text the founder

The Ultimate Agent Team App

Put your whole team
in front of clients already looking

Built for team leaders: ready-to-go live meetings for your whole team, a shared digital office, and Casey — your team's AI — keeping the momentum visible. One closed team is five seats running the same play.

Text me a question

5.0 rated app Free to start Verified financial practices only

Why financial practices switch

Everything your team needs to grow. In one place

Get matched with real clients

Clients come to BlackCase actively looking for a financial practice and get matched to you. No cold lists, no bought leads. Real people ready to talk.

Free CRM + Casey

A full client CRM with AI gap-analysis, insights, and follow-ups that spot the next opportunity for you. Free, always.

Booking & scheduling built in

Clients book intro meetings on your real availability. Reminders, no-show handling, and calendar sync are all included.

Built for teams of five

Bring your agency onto one platform. Shared wins, shared momentum, and meeting tokens that get cheaper as your team grows. You only pay for growth.

Legacy Advisor

Join early, keep it forever.

Advisors and insurance agents who build with us now hold Legacy Advisor status. It is real and it is permanent: the status sticks as BlackCase grows, and it includes 1 free meeting token every month, kept forever.

How it works

Live in minutes, free forever to start

Create your free profile

Set up in minutes. Your specialties, photo, and booking link. No card required.

Get verified

We check your credentials (FINRA/SEC/state) so clients trust you. Verified financial practices get seen.

Get matched & booked

Show up in client matching, get intro meetings on your calendar, and run everything from one place.

Built-in AI

Casey spots the next opportunity for your team

BlackCase reads each client's coverage and surfaces exactly where they're under-protected. So every conversation has a clear, honest next step. No spreadsheets, no guesswork.

Instant gap analysis on every client

AI insights & suggested follow-ups

Booking, reminders & no-show handling

Gap Analysis. Live

Life Insurance

82%

Retirement

61%

Long-Term Care

44%

Disability

20%

🤖 AI Insight: client may need ~$800K additional life coverage. Book a review.

Only pay for growth

Start free. Upgrade for guaranteed meetings.

Copper

Free

Basic exposure

Bronze

$290

~2 meetings/mo

$145/meeting

POPULAR

Silver

$520

~4 meetings/mo

$130/meeting

Gold

$880

~8 meetings/mo

$110/meeting

Diamond

$1,350

~15 meetings/mo

$90/meeting

The app & CRM are always free. Meeting counts are monthly goals, not guarantees of income. Cancel anytime.

Questions? Text me directly.

I'm Justin, the founder. Before you sign up, text me anything. How matching works, verification, pricing, whatever. I answer personally.

Text (210) 919-5883 or call (210) 919-5883

Grow your practice on BlackCase

List free, get matched with real clients, and only pay when you want guaranteed meetings.