Private Client

Our process begins with a comprehensive understanding of what is most important to you, which results in an insurance program tailored to fit your specific lifestyle.

Our Private Client team identifies and assesses the exposures and risks of complex individuals and families and recommends an inclusive program by which to address them with highly-rated insurers. CRA’s motto is to become an extension of our client’s organization. We take the time to get to know our clients, not something all agents have the patience or interest in doing.

Experience.

With a century of combined team member experience, our experts will cover your exposures. Our team’s mission is to provide clients with top expertise, problem solving, and proactive attention to detail.

Our Private Client Division provides the apex of consultation and risk management services. Our direct relationships with the world’s best rated carriers ensure that your most valuable assets are protected. Our team offers advice and services in a variety of areas, including:

Private Client Annual Questionnaire
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