Your case. Your advocate. Your compass.

Navigating life insurance and annuities shouldn’t feel like you’re going it alone in the wilderness. Drift & Compass brings concierge-level case management and expert underwriting support directly to you — so you always know exactly where you stand and what comes next.

 You tell us about your case. We listen, ask the right questions, and map out exactly what needs to happen.

 We manage every moving part — carrier communication, documentation, deadlines, requirements — so you don’t have to.

Clear, regular updates in plain language. No surprises. No chasing us down for answers.

Whether it’s a clean approval or a complex underwriting decision, we advocate for the best possible outcome at every step.