Insurance Program Evaluation

We review current insurance programs monitoring changing needs. These dynamics are addressed comprehensively and efficiently because CIC is current to what is available in the marketplace.

Broker Selection

When a new insurance broker is necessary, our advisory team manages every aspect of the process. CIC assesses broker qualifications to meet current and future needs of families and family enterprises.

Insurance Program Placement / Remarketing

When establishing new insurance programs, our team oversees the broker collaborating throughout the selection and placement process.

Insurance Program Management

As with our Outsourced Risk Management Services, we supervise and continually evaluate families' personal insurance programs.

A high net worth, multi-generational family outgrows its insurance broker.