Personal

Approach

Your risk does not stop with the purchase of home and auto insurance. The places you go, the things that you do, the people you wish to protect, and those you interact with can create significant liability. Our consultative approach includes a unique analysis that goes beyond insurance to review where you might be at risk and understand how to best protect what’s important to you and secure your peace of mind:

Step 1 – PERSONAL RISK REVIEW

The starting point?  Getting to know you. We can certainly talk about us, but what’s really important is learning more about YOU—your family, your profession, and the assets you need to protect. We sit down face-to-face and take the time to really understand your needs and goals as well as:

  • Evaluate your current insurance program
  • Examine your tolerance for risk through limits and deductibles
  • Review loss prevention controls and safety measures

Step 2 – INSURANCE PROGRAM DESIGN

Our team designs your insurance program considering your individual needs and objectives. We carefully select insurance companies to match the appropriate products for you. Our recommendations will be based on your total risk needs, your budget and the latest technology and service preferences. 

Step 3 – IMPLEMENT AND SERVICE

By choosing RiskSOURCE, you're getting more than a policy - you're getting a partner. Someone who can give you trusted guidance and be an advocate for you and your family. Your time is valuable and we will make this implementation easy for you by:

  • Securing your new personal insurance program
  • Introducing your online Client Account Portal to manage your policies and valuable assets
  • Connect you to the RiskSOURCE team for questions and ongoing service needs

And this is just the beginning. Our team of dedicated professionals will work to offer you ongoing communication about your policy and coverage needs. We will keep you informed on how to keep you and your family safe and well protected.  It's more than insurance to us! 

COVERAGE OPTIONS

We understand insurance options can be overwhelming. That’s why we take care in explaining each solution and option available. We offer all lines of personal insurance, including:

  • Home
  • Auto
  • Life
  • Valuable Articles 
  • Watercraft
  • Special Lines
  • Umbrella

COMPANY PARTNERS

Our firm partners with only the best insurance companies out there who match our level of service and innovative thinking including: Cincinnati Insurance, Chubb, Encompass, Travelers, Progressive and Hagerty. Our risk consultants can find the programs that will fit your needs and bring you the most value. 

Contact us to learn more about our personal solutions.

Click here to learn how the Beyond Insurance approach can work for you.