Individual Consulting

Designed to provide you with insurance clarity and direction. If you are someone who is looking for an independent and unbiased insurance program review, we can be your secret weapon. No matter who your current provider is, take the steps to get organized and feel good about your program. The personal insurance space is changing at a rapid pace. What was relevant five years ago is now old news. When was the last time you heard from your insurance agent?

Individual Consulting

1-1 Individual insurance program assessment

  • Designed to help provide insurance program clarity and direction.

  • Serving individuals who are seeking an unbiased, comprehensive, independent, third-party review of their insurance program.

  • We provide:

    • A comprehensive review and analysis of your current insurance and structure.

    • Insight and expertise on current insurance market conditions.

    • Program recommendations.

    • Designed to help provide insurance program clarity and direction.

    • A clear call to action

FAQ

  • For anyone who has clients where insurance is part of the conversation, we want to connect with you. We seek to partner with aligned business industries to build a referral network of trusted professionals. Some of our partners include:

    Finance: wealth managers, financial advisers, family offices

    ▪ Legal: divorce, marriage, and trust & estate attorneys

    ▪ Real Estate Agents and Brokers

    ▪ Tax Professionals

    ▪ Consultants

    ▪ Lifestyle: in the Woman+ movement

    ▪ The insurance community, itself

    If you have a working relationship with a client base and insurance is a relevant topic in your business, connect with us to learn more. Our services include providing an independent review of your clients’ insurance portfolio and training for your firm. The training programs are designed and tailored to your specific industry niche and the clients they serve. We love to brainstorm ideas around COI collaborations and excel at being creative. Reach out to us here.


  • Glad you asked! We are a woman-owned, progressive, independent insurance agency and consulting firm. Our mission: to shake-up the status quo.

    We work with successful individuals and families to educate, craft and place personal insurance programs with the most premier and exclusive insurance markets that are available in the space. Products include insurance for your: home(s), auto(s), collection(s), excess + umbrella, watercraft and life.

    For those seeking an independent unbiased review of their current insurance program, we offer consulting and coaching services that serve both personal and corporate clients.

    Our business is insurance. Our focus is our clients. We craft and create insurance tools, offer real life advice and make insurance fun.

  • At a minimum, we do recommend a commitment level of at least one check-in a year (give or take an hour) with an insurance professional. Taking inventory every year and establishing a trusted relationship with your insurance agent is part of the package when you work with us. We will craft a personalized plan based on your communication preferences and insurance needs, designing pre-scheduled check-in times throughout the year.