The Private Client Advantage.
Award-Winning Service
Our award-winning advisers provide a level of hospitality that makes insurance simple. From filing claims, paying bills and policy updates, we are with you every step of the way.
Annual Renewal Reviews
Risk profiles change over time. Through constant evaluation and benchmarking, we ensure your coverages are up-to-date, cost-effective and reflective of your lifestyle changes.
Local Advisers
We assign you a local, experienced adviser to develop trust and understanding that makes communication easy. Your adviser is responsible for your portfolio all year round.
Tailored Coverages
We recognize that each client has unique preferences and exposures, so we allocate time and resources to customize policies that are designed for your risk profile and your budget.
Easy Bill Pay
If you travel a lot, Easy Bill Pay™ guarantees your insurance does not get canceled just because of a missed payment. We manage and pay your premium to prevent cancellation.
Appraisal Services
Our advisers specialize in protecting valuables and will help you appraise and schedule them so you can rely on having the proper protection and piece of mind that you deserve.
Insurance for Successful Individuals and Families.
Luxury Homes
We protect homes valued at $1M or above with personalized coverages and a superior claims service team.
Luxury Cars
We protect valuable vehicles with custom coverages and original replacement parts that never leave you exposed.
Watercraft
We insure all types of watercraft with custom coverages from family sailboats to multi-million dollar luxury yachts.
Valuables
We help make sure your jewelry, antiques and collections are appraised and covered to ensure guaranteed replacement.
Travel
We ensure you are protected throughout your travels from accidents to health emergencies, we got you covered.
Exotics & Classics
Our deep understanding of exotoic and collector cars helps protect your investment so you can drive worry-free!
Built to Protect Your Lifestyle.
Appropriate Coverage
Never assume you are fully covered simply because you pay a premium. Standard policies lack the coverage required to protect your home, cars and other valuable assets. Only a few A-rated carriers specialize in protecting successful families - and we are partners with all of them.
Independent, Not Captive
Captive agents like State Farm and Allstate only represent one carrier, which limits your options. Being 100% independent gives us the freedom of partnering with hundreds of carriers. We leverage those relationships to provide the most cost-effective coverage options for your needs.
We Shop Your Policy
Many of our clients used to let their policies auto-renew. Their agents never shopped for better options. We were shocked to see how many people were under-insured or overpaying. We shop your policy annually to ensure that you have the best coverage at the best price available on the market.
We Understand You
Mass-market insurance carriers were created for mainstream America. They do not have the experience or even the right coverages to properly protect your assets and your lifestyle. We understand the specific risks you face, the coverage you need and the type of service your schedule requires.
Insurance Made Simple Blog.
Sharing every day scenarios, trends and best practices in plain english for homeowners and professionals. Learn more with insurance made simple!
