Individuals with extensive assets and complex protection needs can turn to our Private Accounts team for professional advise and responsive, personal service
Our most experienced personal insurance professionals take the lead in assessing needs and designing comprehensive personal risk management programs for each individual client.
The first phase of our Private Account Service plan includes
- Developing a clear understanding of your expectations
- Conducting a detailed evaluation of your personal risk exposures
- Tailoring an insurance program to meet your individual needs
Once coverages are in place, daily administration by your account manager will
- Acknowledge all coverage and change requests in writing
- Meet with you at your home or business as requested
- Oversee the claims process from initial report to final settlement
- Review, analyze, and summarize your insurance program on a regular basis or at your request
Above all else, our staff, are committed to delivery the highest level of personal service to meet your needs and exceed your expectations
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