Tel: 1.949.247.2200 9841 Irvine Center Drive Suite 200 Irvine CA 92618

Individual Solutions

We can help you achieve your insurance goals. Whether you are looking to cover your home, auto, rental properties, or need a large umbrella policy, we have the right solutions that will achieve what you’re looking for. We work closely with many great carriers for our clients individual risk transfer needs. We believe proper carrier alignment based on your lifestyle is key in achieving the results you want. We can turn around great results, quickly and accurately.

We can help you with:

  • Personal risk assessment – identifying and isolating risks
  • In-house claim advocacy
  • Multi-layered team collaboration
  • Individual secure online policy portal
  • Carrier relationships with Chubb, AIG, Travelers, Nationwide and more
  • Partnering with your other trusted advisors to review all risk exposures
  • Introductions to our trusted financial partners
  • Key restoration contractors like American Technologies, Inc. in case of property damage with quick response times and genuine empathy

Let’s talk about how we can achieve your goals.