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.

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 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 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.