Private Client Insurance
Build an insurance portfolio that protects your personal and professional assets.
Going the extra mile
HUB Private Client advises, advocates and protects with personalized solutions to safeguard what matters most to you.
Coverage With Intent: Aligning Wealth, Lifestyle and Risk Tolerance
Request a Risk Analysis
Provide us with your information, and we’ll connect you with a HUB private client advisor.
1: Client Assesment & Risk Managment Strategy Developed
- Review client needs & understand risk philosophy
- Gather information and collect data
- Analyze client's existing program vs. needs
- Research solutions and design program
- Develop presentation
2: Tailored Proposed Solutions Delivered
- Provide high level risk analysis
- Conceptual Solutions (e.g. program design, proposed carriers, etc.
- Confirm elements of program design
- Confirm service team
- Present summaries of insurance & contracts
- Establish client service calendar
3: Proactive Program Management
- Prompt, responsive, world-class service
- Proactive communication on salient risk and insurance issues
- Discuss changes and ensure that risk are identified and addressed
- Recommend and confirm changes in coverage, premiums, and policy terms