Independent Insurance Agency

Your Insurance
Simplified

Personalized insurance strategies for business and personal protection. Independent advice, transparent guidance, and long-term partnership.

Our Process

How We Work With You

A consultative, partnership-driven approach to insurance—not a transaction.

01

Understand Your Needs

We start by learning about your business or personal situation, risk tolerance, and coverage goals.

02

Risk Assessment & Coverage Review

We conduct a thorough analysis of your current coverage and identify potential gaps or exposures.

03

Tailored Insurance Strategy

We design a comprehensive insurance plan that fits your unique needs and budget, not a one-size-fits-all solution.

04

Policy Placement & Ongoing Support

We place your coverage with the best carriers and provide proactive support throughout the life of your policies.

Comprehensive Coverage

Insurance Solutions for Every Need

Business and personal coverage designed to protect what matters most.

Business Insurance

Protect your company with comprehensive commercial coverage.

General Liability & Property
Workers' Compensation
Professional Liability (E&O)
Cyber Liability & Data Breach
Commercial Auto & Fleet

Who It's For

Business owners, startups, and enterprises

Personal Insurance

Safeguard your family and assets with tailored personal coverage.

Homeowners & Renters Insurance
Auto Insurance
Umbrella Liability
Valuable Items & Collections
High-Net-Worth Solutions

Who It's For

Families, individuals, and high-net-worth clients

Life & Financial Protection

Secure your family's financial future with life and disability coverage.

Term & Permanent Life Insurance
Disability Income Protection
Long-Term Care Insurance
Key Person Insurance
Buy-Sell Agreements

Who It's For

Families, executives, and business owners

Risk Management & Advisory

Strategic guidance to help you understand and mitigate your risks.

Risk Assessment & Analysis
Coverage Gap Identification
Claims Advocacy
Policy Review & Optimization
Industry-Specific Consulting

Who It's For

Growing businesses and complex risk profiles

Why Choose Us

Why Concierge Insurance Group

We're more than brokers—we're your strategic insurance partners.

Independent Agency

We're not tied to one carrier. We represent you and work with multiple insurers to find the best coverage at the best price.

Transparent Guidance

No hidden fees, no confusing jargon. We explain your options clearly so you can make informed decisions with confidence.

Strategic Advisory

We don't just sell policies—we help you understand your risks and build a long-term insurance strategy that evolves with your needs.

Long-Term Partnership

Insurance is a relationship, not a transaction. We're with you through renewals, claims, and changes in your business or life.

Proactive Support

We reach out before renewals, monitor the market for better options, and alert you to changes that may impact your coverage.

Client Advocacy

When claims happen, we're your advocate. We navigate the process with you and fight for fair treatment from insurers.

Trusted by 500+ Businesses

What Our Clients Say

"I am much more confident in my coverage after switching to the Concierge Team. The transition was also very smooth and seamless."

Commercial Contractor

CFO

"We saved money and got better coverage from the Concierge Team. I highly recommend having them do a review!"

Franchised Auto Dealership Group

General Manager

"The Concierge Team simplified our insurance process and helped us find better coverage at a lower cost."

Manufacturing Company

Owner

About Us

Built on Trust, Transparency, and Expertise

Concierge Insurance Group was founded by two experienced insurance professionals who shared a vision: to create an agency that puts clients first, not commissions.

As an independent agency, we're not tied to any single insurance carrier. This means we can truly advocate for you, shopping the market to find the best coverage at the best price—without bias or hidden agendas.

Our co-founders bring complementary expertise in commercial and personal insurance, risk management, and client advisory. Together, they've built a firm that prioritizes long-term relationships, transparent communication, and strategic guidance over transactional sales.

We believe insurance should be simple, clear, and tailored to your unique needs. That's the Concierge Insurance Group difference.

500+
Clients Served
50+
Years Combined Experience
98%
Client Retention Rate
Get in Touch

Get a Quote

Let us help you find the right coverage for your needs. Fill out the form below and we'll be in touch within 24 hours.

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