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.
Copies of insurance policies or declaration pages:
- Flood and Excess Flood
- Valuable Articles
- Umbrella/Excess Liability
- Wind mitigation report
- Elevation certificate
- 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.