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Financial protection you can count on.

​Temple Bookkeeping & Insurance helps individuals and small businesses in Florida, Georgia, Oklahoma, Kentucky, and Texas find the right insurance coverage — and keep their finances in order.

CARRIER PARTNERS

Aetna

Humana

Cigna

United Healthcare

Mutual of Omaha

+ More

WHAT WE OFFER

Coverage for every stage of life

From your first health plan to Medicare, we match you with the right coverage at the right price — and handle the paperwork so you don't have to.

🛡️

Life Insurance

Term, whole, and universal life policies tailored to protect your family's financial future. We compare multiple carriers to find your best rate.

🏦

Annuities & Long-Term Care

Protect your retirement savings and plan ahead for long-term care needs. We offer solutions that grow your wealth while keeping you covered.

❤️

Health Insurance

Individual and family health plans, ACA marketplace options, and supplemental coverage. We'll walk you through every option in plain language.

🚗

Auto Insurance 

Auto insurance coverage is coming in August 2026. We'll be offering competitive personal and commercial auto policies through multiple carriers in Texas.

🦷

Dental & Vision

Affordable dental and vision plans with broad provider networks. Standalone or bundled with your health coverage — your choice.

🏠

Property & Casualty

Home, renters, and business property coverage launching August 2026. Protect your property with plans from top-rated P&C carriers.

🏥

Medicare & Supplements

Transitioning into retirement? We'll help you navigate Medicare Parts A, B, C, and D, and find the right supplement to fill the gaps.

📒

Bookkeeping

Remote bookkeeping for individuals and small businesses — bank reconciliations, accounts payable/receivable, invoicing, budgeting, and more.

What we offer
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About Temple B&I

We plan for the unexpected so you don't have to.

Since 2013, Temple Bookkeeping & Insurance has been a trusted partner for families and business owners across the Southeast. We were built on one belief: that every person deserves a plan built specifically for them — not a shelf product.

Our agents don't just sell policies. We take time to understand your situation, ask the right questions, and build coverage that fits your life. Whether you need your first health plan, are entering Medicare, or want to protect your business finances, we're in your corner.

"A Failure to Plan is a Plan to Fail." 

🌴 Florida

🍑 Georgia

🌾 Oklahoma

🐴 Kentucky

⭐ Texas

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WHY IT MATTERS

Protection that lets you focus on what matters.

The right coverage means one less thing to worry about — so you can spend your time on the people and moments that matter most.

CLIENT STORIES

Real people. Real coverage.

Here's what our clients say about working with Temple Bookkeeping & Insurance.

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"Temple B&I made finding health insurance for my whole family simple. They compared plans from multiple carriers and saved us over $200 a month. I'll never go back to doing this alone."

Marcus T.

Wesley Chapel, FL

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"I was dreading Medicare enrollment — it's so confusing. The team walked me through every option without rushing me. I finally feel confident about my coverage."

 

Dorothy H.

Retiree, Kentucky.

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"The bookkeeping service is a lifesaver for my small business. Having someone handle reconciliations and invoicing remotely has freed up hours every week. Highly recommend."

Jasmine R.

Small Business Owner, Georgia

HOW IT WORKS

From conversation to coverage

Getting the right plan is easier than you think. Here's our simple, no-pressure process.

1

Free Consultation

Book a video or phone appointment. We'll listen to your situation with no obligation.

2

We Compare Options

We shop multiple carriers on your behalf to find the best coverage at the best price.

3

Plain-Language Review.

We explain every option clearly — what's covered, what isn't, and what it costs.

4

You Decide

You choose the plan that fits. We handle enrollment and stick around to support you.

Get in Touch

Let's find the right plan for you.

Whether you're just starting to look at your options or are ready to enroll today, we're happy to help. Reach out and an agent will follow up within one business day.

📞

(813) 546-8300

Request a Free Quote


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