Private Client
Billings, Bozeman, Choteau, Conrad, Cut Bank, Great Falls, Helena, Livingston, Shelby

In addition to commercial and benefit solutions, we provide our clients with a consultative, independent approach to their personal insurance needs.

Private Client Services

Some families and individuals, particularly those who manage large estates, have additional, unique insurance needs. We understand the needs of private clients, and we have a team dedicated to designing and delivering service to individually-tailored programs.

Successful families and individuals have insurance needs that are beyond the scope of most local franchise agents. We understand the needs of private clients. We have a team dedicated to designing individually-tailored coverage and delivering service that reflects the status and expectations of this client group.

Key Distinctions for Private Clients

• Dedicated service team that is mature and experienced, including extensive backgrounds in serving the unique needs and expectations of private clients.
• Experience working with business owners, principals, executive managers, and successful families.
• Customized risk management perspective in identifying loss exposures and developing tailored solutions to maximize coverage and cost efficiency.
• Strict confidentiality.
• Broad carrier selection, offering access to leading, well-known providers of coverage.
• Service and claim advocacy provides critical help when needed to navigate the often complicated claims process.

Private Client Products

• Automobile

  Standard, collector, classic, antique, and recreational vehicles as well as motorcycles.

• Homeowners

  Historic, multi-state, rental, seasonal, or secondary properties as well as traditional policies.

• Collections

  Jewelry, fine art, coins, wine, and other collectibles.

• Earthquake/Flood

  Broad protection for nature's most costly and destructive natural forces.

• Identity Theft

  Essential support, including resolution services to help victims restore their identity.

• Watercraft

  Liability, towing, agreed hull and equipment, and pollution liability.

• Wedding and Private Event Insurance

  Venue liability, cancellation, and postponement coverages.

• Excess Liability

  Limits available up to $100 million.

Frequently Asked Questions

• What insurance products are available for private clients?
  • High-value auto
  • High-Value Homeowners
  • Collections
  • Valuable items
  • Identity Theft Essential support, including resolution services
  • Watercraft and Yachts
  • Wedding and Private Event Insurance 
  • Excess Liability and Personal Umbrella
• What makes private client insurance different?

  Higher limits, protection for unique situations, and a hassle-free claims experience.

  With a private client offering, you can expect:

  • A mature, dedicated service team with an extensive background in serving varied needs and expectations.
  • Identification of potential areas of loss and a tailored solution to maximize coverage while minimizing cost.
  • Complete confidentiality every step of the way.
  • Access to the nation's leading insurance providers, including products designed for private clients.
  • An insurance advisor at your side to navigate claims.