Distinctions & Products

Successful families and individuals have insurance needs that are beyond the scope of most local franchise agents. We understand the needs of private clients. We have a team dedicated to designing individually-tailored coverage programs and delivering service that reflects the status and expectations of this client group.

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Key Distinctions for Private Clients

  • Dedicated service team that is mature and experienced, including extensive backgrounds in serving the unique needs and expectations of private clients.
  • Experience and technical experience working with business owners, principals, executive managers, and successful families.
  • Customized risk management perspective in identifying loss exposures and developing tailored solutions to maximize coverage and cost efficiency.
  • Strict confidentiality.
  • Broad carrier selection, offering access to leading, well-known providers of specialized coverage.
  • Service and claim advocacy provides critical help when needed to navigate the often complicated claims process.

Private Client Products

  • Automobile
    Standard, collector, classic, antique, and recreational vehicles as well as motorcycles.
  • Homeowners
    Historic, multi-state, rental, seasonal, or secondary properties as well as traditional policies.
  • Collections
    Jewelry, fine art, coins, wine, and other collectibles.
  • Earthquake/Flood
    Broad protection for nature's most costly and destructive natural forces.
  • Identity Theft
    Essential support, including resolution services to help victims restore their identity.
  • Watercraft
    Liability, towing, agreed hull and equipment, and pollution liability.
  • Wedding and Private Event Insurance
    Venue liability, cancellation, and postponement coverages.
  • Excess Liability
    Limits available up to $100 million.

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Let us help you with your insurance needs & questions.

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