Private Client Group
Our Private Client Group offers customized property and liability solutions to successful individuals and families who need higher levels of protection for their fine homes, luxury autos, private collections, watercraft, domestic help, non-profit service and travel.
Corcoran & Havlin delivers these services through a dedicated team of highly knowledgeable industry professionals. Our goal is to surpass the expectations of clients accustomed to receiving the best personal service. We recognize that insurance is not a one size fits all for high net worth individuals and families with significant personal assets.
The Team
Tom Fitzgerald, Director of Client Services
Kathy Davey, Customer Service Supervisor, AAI, AIAM, AINS, CIC, CISR: KDavey@chinsurance.com
Ellen Lawrence, Marketing Specialist, CISR:
Services
Individuals and Families
- Director-Led Personalized Client Service
- Team Policy Reviews and Customized Proposals
- Customized Risk Management Plans
- Multiple Carrier Proposal Guarantee
- Annual Reviews
- Integrated Carrier and Agency Correspondence
Realtors
- Director-Led Personalized Client Service
- Fast Track Pre-Qualifying Property Insurance Binder
- On-line Property Evaluation Questionnaire Form
- 24-Hour Insurance Binder Guarantee
- Multiple Carrier Insurance Binder Proposal Guarantee
- Co-Branded Customer Correspondence
Contact The Private Client Group: 781-235-3100 EXT 263
Types of Insurance
- Auto, including antiques and unusual risks
- Homeowners
- Apartment
- Condominium
- Personal Umbrella
- Flood & Earthquake
- Boat & Yacht Insurance
- Jewelry, Fine Arts, Furs, & Collectibles
For a formal appraisal for proper
insurance coverage, please click here:
Trusted Choice!
Corcoran & Havlin is part of the Trusted Choice® network of independent insurance agencies and brokerages which offer individual and business consumers a choice of insurance companies, customization of policy coverage and advocacy support.
