Regular policy reviews and partnering with client advisors provides peace of mind for MMA PCS client
Client Details: High-profile individual in a C-suite position
A private client of ours who is well-known became disappointed in the service they were receiving from a previous broker. This client has a very demanding schedule and feared their policies weren't being properly examined for unknown exposures. They were extremely concerned about not having all of their properties and vehicles listed correctly in case of an unforeseen claim.
MMA PCS recommended a risk management strategy focused around semi-annual and annual policy reviews. We also recommended partnering with the client's estate manager to receive regular updates on new property and vehicles purchased. We also partnered with the client's personal finance manager to ensure that all policies were placed on automatic payment to make the invoicing system seamless for our client.
MMA PCS semi-annual and annual policy reviews assisted our client with receiving better coverages and policy terms than before and also ensured that all applicable policy discounts were added to the program. We also confirmed that the clients insurance program was with the best writing company the carrier offered.
And most importantly, our private client service department provided our high-profile client with peace of mind and helped them organize their insurance program for the future.
You lead an extraordinary life. That's why you need more than just any personal risk advisor to protect it all. Contact us today to schedule a personal insurance review to make sure you're personally protected in the moments that matter."
Contact us today to see how we can help you and your business succeed!