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WORLD-CLASS SERVICE MODEL

Our advisors have decades of experience tailoring risk protection portfolios for our successful clients. During our three-part service model approach, we will conduct a comprehensive risk assessment of your unique needs and make recommendations for a solid and well-rounded program. Then, we will partner directly with you, your family office, or your personal business manager for personalized service throughout the year.

Conduct Risk Evaluation

Together, we will review your current situation and discuss your concerns.

  • Discuss risk evaluation questions and answers together
  • Determine personal risk threshold
  • Collect existing portfolio data
  • Conduct analysis of existing program versus your risk appetite
  • Review and discuss existing coverage gaps and potential solutions

Deliver Tailored Program

Based on our discussion, we will develop a new program that meets all your needs.

  • Identify appropriate carriers and coverages
  • Develop an insurance analysis review of existing and proposed coverages
  • Review program design options and discuss pros and cons
  • Confirm final program elements
  • Handle application submissions and underwriting process with carriers

Provide Exceptional Service

Your dedicated and responsive account team is always available to support you.

  • Bind coverage with carriers and deliver insurance contracts and summaries
  • Provide ongoing world-class service and updates on industry trends and issues
  • Conduct annual program analysis
  • Discuss renewal recommendations
  • Handle coverage changes and deliver policy endorsements

High-value protection for your high-valued world

Protect your personal and professional assets with the right level of coverage from premier carriers. Our advisors will craft a quality risk management portfolio customized to your unique lifestyle.

Luxurious home with pool

Protect Your
Valuables
man reading on plane

Protect Your
Lifestyle
family on sail boat

Protect Your
Legacy

I have to admit I didn’t realize how important it was to have a great service team until I had a major homeowner insurance claim. The World team responded quickly and stayed by our side through the entire process. They handled everything so my husband and I wouldn’t have to deal with the added stress. I am extremely grateful and highly recommend them to anyone.

Audrey M.

Boca Raton, Florida
World Client Since 2019