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Collaborative Insurance Solutions Employee Directory

InsuranceNebraska, United States2-10 Employees

Collaborative Insurance Solutions provides specialized insurance counsel, focusing on life, long-term care, disability, and annuity planning. The firm serves high-net-worth individuals and families, as well as their trusted advisors, by integrating insurance guidance into broader financial and estate planning processes.

Based in Elkhorn, Nebraska, the company emphasizes nuanced, timing-sensitive planning for multi-generational scenarios where tax, liquidity, and long-term risk intersect. It positions itself as a partner for advisors, attorneys, and CPAs seeking tailored, coordinated insurance solutions rather than generic products. Founded by Eryka Morehead, Collaborative Insurance Solutions designs and implements insurance strategies that align with the broader plan and endure challenging circumstances.

Find Collaborative Insurance Solutions employees' phone numbers or email addresses

Collaborative Insurance Solutions Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Collaborative Insurance Solutions's Leadership

  • Sr. Insurance Strategist at Collaborative Insurance Solutions
    A. H.
    Sr. Insurance Strategist

Collaborative Insurance Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Other

Contact profiles from Collaborative Insurance Solutions

Name
Title
Contact
Location
Last Update
  • Sr. Insurance Strategist at Collaborative Insurance Solutions
    A. H.
    Sr. Insurance Strategist
    Sep 02, 2026

Frequently Asked Questions

What is Collaborative Insurance Solutions known for?

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Collaborative Insurance Solutions was founded in 2016 and operates in the Insurance industry. Explore Collaborative Insurance Solutions's company overview page for more information.

What is Collaborative Insurance Solutions's most common email format?

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Collaborative Insurance Solutions employees' email format typically follows the pattern of First@collaborativeplanninggroup.com. Trying to find reliable and up-to-date employee contact data? Find more Collaborative Insurance Solutions email formats with LeadIQ.

How many employees does Collaborative Insurance Solutions have currently?

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Collaborative Insurance Solutions has approximately 8 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Collaborative Insurance Solutions's key employees and leadership?

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As of September 2026, Collaborative Insurance Solutions's key employees include:

  • Sr. Insurance Strategist: A. H.

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