The needs of our clients, their families, and lifestyle define our approach to crafting the ideal personal risk coverage.

Insgroup’s Insight+ Process offers a comprehensive personal risk review and delivers a highly efficient and cost-effective insurance program. New clients to Insgroup often benefit from a program with broader coverage, more appropriate to their status, and reduced premium spend.

How We Help Clients

Through our INSIGHT+ process, we engage with you to understand your lifestyle, challenges, and tolerance for risk. Then we leverage our deep relationships with the world’s premier insurance companies to negotiate a customized and cost-effective program.

Crafting the ideal coverage to meet our clients needs, goals, and lifestyles.

Our Approach

Should you experience a loss, our in-house Private Client claims team will respond with urgency and empathy. We will work on your behalf to ensure high-end items are appropriately valued and that coverages and deductibles are applied appropriately.

1
Understanding Your Lifestyle

We specialize in high-net-worth clients, working one-on-one to develop strategies that align with your goals and needs.

3
Obtain Solutions

Insgroup has direct access to custom plans and products from the world’s premier insurance companies. These unique connections are leveraged to deliver a personalized suite of solutions to fit you and your lifestyle.

2
Determining Your Risk Comfort Level
70% of Americans live paycheck to paycheck; 64% can’t cover a $1,000 emergency without borrowing.

Food For Thought

1. Where and when does your retirement committee meet?

2. What open items are you aware of with your current retirement plan?

3. How are you tracking retirement readiness?

4. Why does your retirement plan matter to your organization?

5. Who helps you with your retirement plan?

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Local, licensed professionals ready to protect your possessions, assets, and lifestyle.