High Net Worth Personal Insurance

CIA Private Client Services

The CIA Private Client Services offers high net worth individuals access to specialty insurance carriers that cater to high net worth households and understand your unique needs.

As part of our welcoming process, we will create a comprehensive personal risk management profile for you that will help us completely understand your potential risk – and how that risk may grow over the years – to create the risk management program that best protects you. This involves finding areas where it may be more advantageous for you to self-insure, helping you take advantage of deductible savings, managing risk in relation to home employees, as well as making you aware of options that can provide you savings and better home protection, such as home security systems and automatic water main shut offs.

Under our Private Client Services, you will be introduced to a dedicated account advisor with an exclusive email address for personalized service to assist you with tailored coverage as your needs change and grow. Contact your advisor when you need to make a claim, when you experience a major life event that may need you to add or adjust coverage, or any time you need to contact our agency. Although the high net worth insurance markets traditionally offer exceptional claim handling, we take that extra step with our clients to ensure every claim is handled fairly and that you fully understand the claim process.

If you are interested in learning more about our CIA Private Client Services, please Contact us and one of our trusted insurance advisors will be happy to provide you with more information.

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