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Thank You For Beginning Your Private Client Insurance Review

This review is designed for individuals and families with complex insurance needs, including primary and secondary homes, multiple properties, luxury vehicles, collections, and layered ownership structures.

The goal is to understand how your current insurance program is structured today and whether it reflects your assets, lifestyle, and overall exposure.

As assets and circumstances evolve, insurance coverage can fall out of alignment without notice. This process helps identify where that may be happening so nothing important is missed.

This is a confidential review of your existing coverage designed to bring clarity to your overall protection strategy.

Let’s Get to Know You

Preferred Contact Method *
Preferred Contact Time *

Is there a secondary insured? If so, please provide their information.

Physical Address

Please provide the physical address of the property. This helps us accurately determine your coverage and rating.

Current Carrier *
USD
Primary Residence or Secondary Home? *

Home Safety & Protection Features

Tell us about the safety and protection systems in your home, including fire, security, and prevention features. 

 

Fire Alarm System? *
Who Is It Monitored By? *
Are There Fire Extinguishers? *
Sprinklers? *
Burglar Alarm? *
Who Is It Monitored By? *
Low Temp Alarm *
Automatic Water Shut Off? *
Whole Home Generator? *

Dwelling Details

Please provide details about the dwelling so we can accurately assess the property.

Is It An Historic Home? *
Is The Property Currently Under Construction? *

Collections & Asset Protection

Please provide details about valuable personal property and collections that may require scheduled coverage or enhanced protection.

Do you have any high-value personal items that should be scheduled separately? *
USD
USD
USD
USD

Coverage Details & Property Information

Provide details about your property, coverage selections, and additional features to help us customize your insurance options.

Do you have vehicles that should be included in your private client review?
USD
Primary Use
USD
Primary Use
USD
Primary Use
USD
Primary Use
USD
Primary Use

Outbuildings & Pool

Any Outbuilding(s)? *
Pool? *
Is It Fenced With A Locking Gate?
Slide?
Diving Board(s)

Additional Coverage Options

Let us know if you're interested in added protection beyond your home policy so we can review all available options for you.

Do you currently carry umbrella or excess liability coverage? *
USD
Do you employ household staff? (nanny, chef, housekeeper) *
Any board memberships / executive roles? *
Any trust or LLC-held assets? *

Additional Properties

Are there additional properties or assets we should include in your review? *
Secondary home *
Vacation home *
Coastal property *
Rental / Investment Property *
Condominium / Pied-à-Terre *
Historic or Landmark Property *
New Construction or Recently Renovated Home *
Vacant Property *
Land / Undeveloped Property *

Review & Submit

Just one final step to get your quote started.

Please take a moment to review your information before submitting. This helps us ensure your quote is accurate and tailored to your needs.

Initial

0 / 10

Submit Your Request

Thank you for completing this private client intake.

We personally review each submission with a focus on identifying gaps, improving protection, and aligning coverage with the complexity of your assets.

A member of my team or I will follow up directly to discuss next steps.

Best,
Phil Moroch
Vice President, Private Client Services
pmoroch@wheelerandtaylor.com 
d. (413) 300-5175

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