Personal Client Risk Management

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Learn to apply the risk management process to the personal client needs to produce a complete personal lines risk management and insurance approach.

Topics Covered:

  • Understand the High Net Worth and Affluent Market
  • The Personal Client Risk Management Process
  • Catastrophe Exposures, Mitigation, and Residential Loss Control
  • Emergency Preparedness

Participants will also learn:

  • Cat Exposures; Cat Modeling - Underwriting
  • Protection Units Wildfire and Hurricane
  • Identification of Commercial Exposures In the Personal Lines Account
  • Carrier Options/Selection

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