Home Renters & Condo
Boat Umbrella Motorcycle
General & Excess Liability
Risk Management Consulting – we provide third party assessments for individuals and business owners prior to their insurance renewals. Property reviews, update driver information, review current policies for gaps and assess future exposures
Student Loan Consulting – we work with you to get into income based repayment plans and loan forgiveness programs if eligible.
Teen Driver Awareness – we sit down with youthful operators and explain the financial consequences associated with driving.
Private Client Services (PCS)
Preferred Client Services (PCS) division focuses on protecting assets for high net worth clients, through our superior expertise as high net worth insurance brokers, our unparalleled risk management experience and our personalized protection for each client
High Net Worth Accounts
There are over 2M homes in the U.S. w/ values exceeding $1M, that figure has doubled since 2012. However, experts estimate that as many as 40% of these homes are under insured due to inexperienced agents or incorrect placements.
We have direct partnerships with the highest rated carriers in this market space and direct access to Underwriters for immediate turn around on these quotes.