Confidentiality:your business and or personal “holdings” are PRIVATE… Period! At ProActive Private Client Services, we understand this important axiom.
Our Team Members are:
Locally Accountable Residents.
Monitored, and Reviewed on a regular basis.
Our systems Protect your Personal Information.
We purchase Insurance to protect you, in the unlikely event of a breach of information. Yes, even insurance agents need good insurance.
Service: ProActive Private Client Services is your Servant, Period! Our ability to earn our living and care for our families, is directly proportionate to our ability to Serve and Protect YOU and YOUR Family.
We welcome the opportunity to work for you, and/or with your Personal Assistant, Trust Department, Attorney, CPA or any of your other… Trusted Advisors.
Accountability: We will meet your high expectations. We take our name seriously: ProActive Insurance Management. There are NO Excuses. Period!
Unique: ProActive Private Client Services is not like the other Insurance Agencies. Likewise, You are Unique too. Your insurance needs and “exposures” are not like the other 90% of the population here in SW Florida, some of which include a need for:
Higher Umbrella Liability Protection (we are all “targets” for attorney’s designs, some are Larger Targets than others) Larger Targets need Larger Limits of Protection.
Higher Value Auto’s, Collections, Personal Articles, Work’s d ’Art, etc.
Employers Liability, aka: Worker’s Compensation Exposures from: Directly Hired House Persons, Assistants, Home Health Aids, etc. Our office also provides review and recommendations on “Independent Contractors” you may engage as to the veracity of their General Liability and Employers Liability/Work Comp Insurance Protection. VITALLY important in today’s extremely Litigious Society.
Travel Protection/Kidnap & Ransom/Extortion… You get the point…
TRUST: We simply work hard to Earn and Keep your TRUST.
We Thank You in advance for allowing us the opportunity to serve Unique and Important Insurance Needs…
ProActively Serving All of Southwest Florida: Naples, Marco Island, Bonita Springs, Ft. Myers, Cape Coral