A RELATIONSHIP THAT’S FOCUSED ON HIGH-TOUCH, PERSONAL SERVICE.

 

The Private Client Insurance marketplace is a unique business. It requires high-touch, personal service by experts who understand the complex exposures faced by Private Client individuals and families. Our tenured industry staff has the experience and expertise to help your agency protect your most valued clients.  
Small Business is Big Business. This segment represents over $95 billion in premium written through 28 million establishments countrywide. Our expert small business team can make sure that you are able to capture business within this growing segment while providing the right coverage for your client’s business exposures.

 

50
States represented with leading markets
15+
Insurance carrier partnerships
100%
Focused on high-touch, personal service

PARTNERING WITH US GUARANTEES:

  • Superior customer service
  • 24-48 hour quote turn around time
  • Generous commission sharing
  • No premium volume commitment
  • AORs/BORs accepted
  • Dedicated underwriting team with over 15 years of experience
  • Access to complimentary industry educational webinars
  • Book roll capabilities
  • Consultative services to help your firm achieve profitable growth

What sets us apart

CHOICE

We have partner relationships with most well-known, reputable insurance companies, giving your client the power of choice.

Expertise

We have years of experience serving the Private Client, Affluent, and Small Business Markets that can strengthen your position as a trusted insurance advisor.

Service

We understand timely service is of the essence and we provide exceptional personal service to our agents. It’s our priority.