Drafting a comprehensive insurance portfolio with Concierge Insurance Solutions is transparent and practical. Our team is available to answer any questions about our three-step process.
Our Process
Copies of insurance policies or declaration pages:
- Homes
- Flood and Excess Flood
- Automobiles
- Watercraft
- Aviation
- Valuable Articles
- Umbrella/Excess Liability
For clients with homes in FL or on the coast, please send:
- Wind mitigation report
- Elevation certificate
Additional information:
- Dates of birth for all those listed on the insurance policies
- Driver’s license numbers of everyone listed on the automobile policies
Once we have reviewed the parameters of the existing coverage, we will have a round of questions and then quote optimized solutions.
Our team will then schedule a time to review the comprehensive coverage assessment showing the existing coverage details alongside our quotes from the leading insurers.
Make sure your assets are properly protected. Become a Concierge client and receive the coverage and service you deserve.