Private Circle+: High Net Worth Insurance Coverage
When you reach a certain level of success, risk assessment needs a holistic approach across all of your professional and personal lifestyles. Simply stated: the more that you have, the more you stand to lose.
Your level of success may mean greater exposure to risk at every point of your lifestyle spectrum. That’s why we may invite you to join PDCM Insurance’s Private Circle+, a circle of support that surrounds and protects everything that matters to you.
The 360-degree Private Circle+ life-look assessment keeps you ahead of the curve by analyzing your risk holistically. And Private Circle+ also brings you exclusive benefits, for members only. All members will be given a membership card with their very own member number.
A Sneak Peak of Private Circle+ Exclusive Benefits & Coverages
- One-to-one annual review along with carrier pricing comparisons as needed
- Referrals to certified valuable item appraisers and inventory services
- In-depth portfolio analysis of current coverage and coordination of policies
- Special coverages, such as:
- Identity Theft
- Directors and Officers Liability
- Employment Practices Liability
- Boats & Yachts
- Fine Arts / Collectables / Jewelry
Contact Kellie Clarke, our Personal Lines Sales manager, for more information about PDCM’s Private Circle+.