One-Stop Shop For Every Insurance Need.
Highly designated practice leaders licensed in all 50 states to serve your clients.
Commercial Lines
Specialty coverages for
commercial properties, auto
fleets and employees.
Employee Benefits
Custom employee benefits plans that help companies reward and
retain top talent.
Private Clients
Helping successful individuals and families protect their luxury homes, cars and other valuables.
Life & Disability
Providing peace of mind and security, so you can focus on what's most important.
90 Day
Renewal Strategy
24 Hour
Customer Service
Experienced
Claims Team
Same Day Turn-Around on Certificates
Award-Winning Concierge Service
Dedicated Billing Management
Private Risk
Insurance Experts
Comprehensive
Risk Analysis
Protecting Your Net-Worth with Umbrella Coverage.
Excess liability coverage or "umbrella coverage," helps protect your income and future earnings when an above-average loss exceeds your policy limit, forcing you to pay out-of-pocket.
Property Damage and Bodily Injury
Provides coverage when you are found liable for someone being injured on your property.
Personal Injury
Provides coverage against lawsuits involving accusations of libel, slander, or negligent infliction of bodily injury.
Domestic Employment
Practice Liability Coverage
Provides coverage for employed staff such as drivers, housekeepers and care providers who may be subject to wrongful employment allegations..
Excess Uninsured/Underinsured
Motorists Protection
Provides up to $1 million in excess coverage for drivers and passengers involved in an accident with an uninsured or underinsured driver.
Non-Profit D&O Liability Coverage
Provides coverage when non-profit organizations face lawsuits or wrongful act allegations resulting from the actions or inactions of a board member.
Defense Costs
Provides coverage when you or covered insureds need to defend against a lawsuit, regardless of whether it is groundless, false or even fraudulent.
The Need for Risk Management.
Mid-market companies and successful individuals are seeking out advisers who can help assess their exposures, appoint carriers and suggest liability limits.
$387K
is the average reported loss from a Directors & Officers related lawsuit.
70%
of successful individuals never/rarely have professional assessments on their home or possessions.
9 in 10
of cyber hacks originate from bad practice or employee error.
6 in 10
of American homes are currently underinsured.
65%
of companies in the Washington D.C. Metro Area are 65% more likely to be sued by an employee.
76%
of luxury homeowners lack flood insurance coverage.
80%
of business owners consider a business protection policy critical.
62%
of successful individuals lack jewelry insurance entirely.
Their advisers understand our needs, align them with appropriate carriers and negotiate the most cost-effective and comprehensive policies available on the market.
Bobbie Kilberg
Technology Business Leader
Three Steps to Risk Reduction.
In three simple steps, we provide instant value for your clients by confirming their protection or identifying gaps in coverage threaten their financial stability.
Review
Discuss current coverages in place,
appointed carriers and liability limits.
Address
Confirm everything in place
or suggest alternative solutions.
Assess
Revisit risk profiles and filed
claims to ensure fair rates.
Good Advice Increases Client Referrals.
A study by Oliver Wyman found that a financial adviser's clients are more likely to refer their
families and friends if they received insurance advice as an added financial service.
81%
of clients would make
1-5 referrals per year
18%
of client would make less than 5 referrals per year
Strong Carrier Relationships.
We represent the most prestigous, A-rated insurance carriers in the world so we can protect you and your assets against every type of risk.
Nationwide
Aigs
Chubb
Ace
Erie
Pure
Travelers
Aetna
Hangover
BlueCross & BlueShield
Cigna
Hartford
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!
