Wellhouse spends the time to understand your personal risk exposures and tailors a program of insurance coverages to ensure your liability is covered and assets are protected. Our team specializes in high-net-worth individuals and any other value oriented buyers who want a partner in their insurance journey. We view partnership as a two way relationship allowing us to deliver the best long term outcome for our clients.
Our team sits down with prospects to understand existing insurance portfolios along with each family’s assets and liabilities.
We approach the marketplace working with a variety of carriers depending on a family-specific needs and different types of risks that need coverage.
Our process enables clients to select the best long-term fit and value for their personal insurance portfolio to achieve their goals.
Our team stays in touch through the year to learn of any life changes that may require adjustments to an insurance portfolio.
What struck me is your interest in service beyond the transaction. That has staying power.
The team is knowledgable, responsive and innovative. As our companies grow and we start up new ones, the insurance issues that arise can be new, complex and require fast resolution - the Wellhouse team has handled every one successfully for us.
I’d be lost without you guys, you keep on top of everything I have to knock out to make sure the insurance process isn’t too painful.
We have been highly impressed with Wellhouse and they are putting together a dream team that is truly focused on the highest level of client service which is why we have become kindred spirits.
Since joining Wellhouse, I have had this peace that we are well protected and in very good hands. The team is incredibly responsive to our every need and has always worked proactively and has given us the sense that we are their only account. The Wellhouse team has also fought hard for us in times of need. Thank you for truly partnering with us.
It has been a great partnership with Wellhouse and we enjoy working with people who share our core values and understand the keys to a successful business relationship. We definitely appreciate the personal, prompt attention Wellhouse has always provided and look forward to a longstanding future.