Private Client Insurance
At Core Assurance, we take a holistic approach to mitigating your risks. Our goal is to understand your long-term goals and create customized insurance solutions to protect your assets. Your valuable portfolio often has unique coverage requirements not available on standard insurance policies. Our specialists are uniquely equipped to manage the most complex personal insurance requirements and are experts in program design, placement, and administration. In addition to the enhanced terms and conditions we provide, you can expect concierge-level service and attention to detail, privacy and confidentiality.
Client Success Stories
THE CLIENT: Private Client / $11.3M Insured Value / $41,000 Annual Premium
THE CHALLENGE: Upon completing a full review of their insurance program with another broker, we identified many areas where the client was under-insured. We also discovered a property that was un-insured.
CORE SOLUTION: We marketed the account and prepared a comprehensive proposal, sitting down with the client to discuss their options.
OUTCOME: The client accepted the proposed Private Client program: