Who We Serve
We Care About Doing Amazing Work
We take a stewardship approach with every client. Every company, every family is different. Insurance ideas should be unique and different too. Off-the-shelf, cookie-cutter solutions do not fit our model and they shouldn't fit your situation. We do extremely good and meaningful work for our very large clients as well as the smaller companies and organizations we serve. For our affluent families, we provide an incredibly personalized, confidential and exclusive experience unlike what is currently available anywhere in the marketplace.
We genuinely care about helping your company and your family eliminate the fear associated with the risks in your business and lives.
Fancy suits, titles, office space and bloated account teams do nothing but add expense to your insurance costs and create a hierarchy from the people who can actually help you and their ability to respond quickly.
Every company, organization and family is different. We'll make the process of insurance approachable and quite possibly interesting.
Our seasoned, proactive risk management team delivers results that drive success for your business today and tomorrow.
In order to squeeze profits for their shareholders, many firms delegate the work to the lowest common denominator of their firm - the people who have the least amount of knowledge about you and your company and the ones who have the least incentive to help.
Companies & Organizations
We offer commercial insurance and risk management services to private companies, professional service providers and non-profits of all sizes that help to improve your bottom line, protect your people, property and reputation. We'll work with you to analyze your risk exposures and develop an innovative, integrated insurance solutions. We serve:
- Private Companies - ranging from start-ups to Fortune 1000 companies located anywhere in the United States across a wide variety of industry segments.
- Professional Service Providers - Physicians, Physician Practice Groups, Law Firms, CPAs, Architects & Engineers, Management Consultants and IT Consultants
- Non-Profit Organizations, Foundations and Human Service Organizations - ranging from small to very large organizations providing a range of human services.
Confluence's executive team and colleagues have depth of experience in a variety of different industires. We bring this experience to bear as well as incorporate lessons learned and best practices we've gained over the years for the betterment of your risk and insurance program.
Individuals, Families and Family Offices
We help affluent individuals, families and family offices navigate their unique risks and insurance needs. Our team has access to the best insurance products and resources available - and the experience to develop a strategic approach that will work for you now and help secure your legacy right now and for generations to come. We utilize a proprietary process to better help you understand the risks you face and create and implement insurance and non-insurance solutions to minimize those risks.
We provide comprehensive solutions for individuals and families who require a strategic approach to insuring their portfolio of fixed and mobile assets. From a signature piece of real estate to rare automobiles, multiple residences and more, our team takes the time to understand your interests and develop a sophisticated approach to risk management.View Private Client Insurance
We would love to hear more about your needs.
Our goal is to help you make the best insurance and risk management decisions possible. We genuinely care about our clients' future, and we pride ourselves on providing seasoned, proactive advice.