PERSONAL INSURANCE

You have worked hard over a lifetime to accumulate things like real estate, cars, jewelry, fine art, collections, furnishings, heirloom pieces passed along for generations, and more. We understand life can change in the blink of an eye and our goal is to protect you and things that are valuable to you. We work alongside you to gain an understanding of what is important to you, what keeps you up at night, and to discuss other exposures you may not have thought about.

Part of our service is to analyze your existing coverages, however, that is only a small component of our service offering. If we were to simply copy what you have and provide a competitive quote, in our eyes, we will have fallen short of our. Copying could result in copied mistakes. 

As your trusted advisors, here's what you can expect from us:

  • Meet with you to understand your situation

  • Work with you to identify the risks and exposures in order to develop a protection strategy

  • Perform careful plan design, assist in the completion of applications, and approach the insurance marketplace

  • Engage all carriers in dynamic, aggressive negotiations

  • Present to you a cost-effective, tailored solution that provides you the best protection

  • Assign a support team to provide you with our unmatched customer service

  • Perform every aspect of our duties well in advance of deadlines to allow ample time for analysis

  • Ongoing representation of your insurable interests

SERVICES

Risk Management

Insurance Plan Design

Insurance Portfolio Management

Claims Management

Carrier Relations

Ongoing Advisory

Estate Planning

 ...and more.

Learn more about these services

PRODUCTS

Auto

Homeowners

Personal Umbrella

Life

Health

Disability

Earthquake

Fire

Flood

Motorcycle

Personal Water Craft

Yacht

Aircraft

Personal Liability

Off Road Vehicle

RV

Jewelry

High Value Art

Wine Collection

Kidnap & Ransom

...and more.

Learn more about these products