| Contact Information | Office Location | Practice Areas |
|---|---|---|
Louisiana | Underwriting, Private Client | |
Courtney KerrSenior Vice President, National Private Client Practice Leader | Texas | Underwriting, Private Client |
Our Private Client Practice is an experienced MGA, specializing in affluent personal lines risks. Built for retail agents who need specialty expertise, reliability, and clear communication, our practice is positioned around bespoke solutions for complex personal insurance needs.
We help retail agents deliver customized protection for affluent and high-profile clients through specialty expertise, exclusive access, and boutique-level service. We utilize carefully selected carrier relationships, exclusive program access, and a collaborative underwriting style to deliver tailored solutions. Our approach is to be a long-term partner, supporting retailers beyond a single quote opportunity.