Private Risk Insurance Advisory

For comprehensive protection, we educate and recommend options to protect families, possessions and net worth.

Our Private Risk Insurance Advisory Services are 100% fee-based.

We do not sell insurance. We know it.

CIC's core strength is tailoring solutions for individuals, families, family offices and trusted advisors.

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.

CHALLENGE

Although insurance costs were escalating, the family was never presented with options available in the market. It was time for the family to ask questions to gain truly "independent" advice and direction.

SOLUTION

CIC executed an independent review of the family's insurance program. It revealed the need for a new broker. Our team performed a broker services request for proposal and conducted interviews. We met with the family to present new alternatives.

OUTCOME

The family selected a new broker. Now the insurance program encompasses alternate carrier options, broader coverage, higher deductibles and an overall program savings.

We protect your family like it's ours.

Upstate NY Office

1780 Wehrle Drive, Suite 101

Buffalo, NY 14221

O: 716.632.4442

F: 716.631.5728

Rochester Office

217 West Main St.

Rochester, NY 14614

O: 716.632.4442

F: 716.631.5728

New York City Office

1251 Avenue of the Americas

New York, NY 10020

O: 212.278.1050

F: 212.278.1733