Successful individuals, families, and their advisors choose Insgroup’s Private Client Practice for our concierge level of service and unparalleled advocacy. 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. We’re happy to introduce you to what we mean by Insuring Success. Let’s Talk.

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.

Our Process
Claims Advocacy

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.

Act as your advocate to control all costs through prompt intervention.

Work Closely with insurance carriers to deploy tools and expertise to assist with claims and coverage analysis.

Efficiently coordinate insurance partner services and Insgroup resources to reduce risk and cost.

Be your advocate when claims occur by proactively supporting and aggressively resolving settlements.

Our Expertise

Tangible Assets
  • High-end homes and estates in the U.S. and abroad
  • Automobiles, exotic and antique vehicles
  • Flood and Excess Flood
  • Watercrafts, recreational vehicles & private aircrafts
  • Jewelry, fine art, collections
  • Events (charitable/milestone)
  • Farm & Ranch
  • Personal Umbrella, Excess Liability
  • Group Personal Umbrella
  • Personal Liability, protection of trust, LLCs and family limited partnerships
  • Workers Compensation for domestic employees
  • Directorship exposure through not-for-profit board seats
  • Trustees Liability
  • Commercial General Liability for investment purposes
Well Being
  • Fraud & Cyber Protection
  • Identity Theft
  • Network Security
  • Kidnap & Ransom
  • Travel Protection Programs
  • Life Insurance
  • Disability Insurance
  • Long-term Care Coverage
  • Individual Health Insurance
Coverage of Valuables
Coverage of Valuables
A Financial Advisor referred one of his clients to Insgroup when the family had trouble finding an agent that really understood what was needed to insure a few large collections of valuables. Insgroup found several coverage options and the family ended up moving all of their policies over based on our diligence to find the right solution while working closely with their Financial Advisor.
Exposure to Natural Elements
Exposure to Natural Elements
Areas with coastal exposure or wildfires are getting increasingly difficult to write affordable property insurance, but when a homeowner who was challenged by both issues came to Insgroup for coverage, we were able to find a solution. Our Risk Advisors represent nearly every carrier in the Personal Risk Insurance market, so we were able to put a number of options together to provide the client with choices.

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