It’s Business, but It’s Personal.

OUR MISSION is to broker and service insurance for our clients.

OUR VALUED SKILL is to cut through the clutter of process, sales, conflicted advice and poor service that our industry is known for.

OUR TEAM cares deeply about the mission and is committed to a new way of thinking about insurance.

OUR CLIENTS tend to be individuals who work in the capital markets and understand that insurance is about risk transfer and tax efficiency.

Personal Insurance

What do you have? What is missing? How do you keep current on all of it?

We can help you with the following products and more:

  • Property & Casualty Insurance (Homeowners, Auto, Umbrella, etc.)
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Estate Planning

Business Insurance

What you’re required to have:

  • Workers’ Compensation Insurance
  • Statutory Disability Insurance and/or Paid Family Leave
  • General Liability and Property Insurance
  • Payroll

What is smart to have:

  • Health, Dental and Vision Insurance
  • Liability Insurance
  • Umbrella Insurance
  • 401(k) Plans
  • Life & Disability Insurance

We recommend you consider:

  • Professional Employer
    Organizations/Group Benefits
  • Directors & Officers/Errors & Omissions Insurance
  • Key Man Insurance
  • ERISA Bonds
  • Cyber Liability Insurance
  • Travel & Accident Insurance

Business Insurance

What you’re required to have:

  • Workers’ Compensation Insurance
  • Statutory Disability Insurance
  • General Liability and Property Insurance
  • Payroll

What is smart to have:

  • Health, Dental and Vision Insurance
  • Liability Insurance
  • Umbrella Insurance
  • 401(k) Plans
  • Life & Disability Insurance

We recommend you consider:

  • Professional Employer
    Organizations/Group Benefits
  • Directors & Officers/Errors & Omissions Insurance
  • Key Man Insurance
  • ERISA Bonds
  • Cyber Liability Insurance
  • Travel & Accident Insurance

Claims Services

We pride ourselves on making your life easier. We cut through the clutter and dysfunction of today’s environment by offering straightforward solutions with white glove service.

We can help with the following types of scenarios along with many others:

  • Submission, tracking and follow up on claims
  • Disputes with insurance carriers
  • Claims submission guidance for your doctor’s office
  • Track the mountains of paperwork that seem to grow like weeds

Claims Services

We pride ourselves on making your life easier. We cut through all the clutter and dysfunction of today’s environment by offering straightforward solutions with white glove service.

We can help with the following types of scenarios along with many others:

  • Submission, tracking and follow up on claims
  • Disputes with insurance carriers
  • Claims submission guidance for your doctor’s office
  • Track the mountains of paperwork that seem to grow like weeds

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