Coverage Simplified

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.

Better Coverage Means Increased Security

Make sure your assets are properly protected. Become a Concierge client and receive the coverage and service you deserve.

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