Private Client Insurance Services Insurance Services Serving Southwest Florida
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Private Client Insurance Services is a full service independent agency established in 2002 with the mission to provide service to our clients at a level that exceeds all other providers in the industry. According to our clients, we do succeed in "being better than all the others". We believe that our level of professionalism and prompt courteous service is what sets us apart from the competition. All of our insurance professionals have extensive experience, credentials and continuous training. Click here to view our brochure.


We are very specialized in several areas:

Full service risk management programs for High Net Worth Individuals

We are able to provide:
  • A complete risk analysis and specific recommendations in line with the risk tolerance level of the client
  • A thorough marketing process of all available carriers to ensure the best possible pricing and coverage levels
  • Service relationship with a designated team of professionals
  • A full range of coverages designed to meet the needs of high net worth individuals for:
    • Homeowners, Condominium unit homeowners, rental properties
    • Flood and excess flood
    • Automobile
    • Personal liability worldwide with limits up to $100 million
    • Valuable articles/collections such as jewelry, fine arts, collectibles, wine, antique cars
    • Watercraft including yachts, boats, and jet skis
    • Personal Directors and Officers Liability
    • Aircraft Liability and Physical Damage
    • Kidnap and ransom, hijacking and abduction of family members
    • Identity theft
    • Family Office Management liability
    • Employment Practices liability
    • Domestic Workers Compensation
Comprehensive expertise for Condominium Associations
  • All of our condominium specialists have many years of experience in providing the specific coverages required in the State of Florida, and have a full understanding of the insurance markets available.
  • We have carriers who also specialize in providing condominium coverages for:
    • Property
    • Flood, Excess Flood
    • General Liability
    • Non-owned Automobile Liability
    • Umbrella / Excess Liability
    • Directors and Officers Liability
    • Fidelity / Crime
    • Workers Compensation
    • Accident Insurance for Volunteers
Commercial Workers Compensation
  • We have trained Certified Workers Compensation Advisors that will help customize a program for your business to prevent workplace injuries, find and correct mistakes and overcharges, reduce lost time and medical costs and assist you in establishing a long term corporate culture of safety and savings. Impact your business with our unique program:
    • Verify and Analyze Experience Mod
    • Manage Premium Audit
    • Analysis of prior claims activity
    • Claim reserve reviews and negotiations with carriers
    • Establishing safety programs
    • Medical Clinic Relationships
    • Create light duty back to work incentives
    • Manage litigated claims
    • Analysis of available funding options for retention/deductible plans, dividend plans, and paid loss retro plans
    • Assist in compliance with loss control recommendations
    • Marketing of coverage and services
Professional / Management Liability
  • We have established strategic alliances with leading expert consultants in the industry to provide our clients with the highest degree of expertise in analyzing management errors and omissions exposures and designing customized coverages to eliminate any uninsured exposures in the following areas:
    • Directors and Officers Liability for public and private companies
    • Errors and Omissions Liability for all classes of professionals
    • Employment Practices Liability
    • Partnership Liability for all types of partnerships

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