Clients depend on Sentinel to protect their assets, preserve their wealth, and elevate their personal position. Our core business is risk mitigation and insurance brokerage services, but our greatest endeavor is investing in the success of the clients we represent.
The Sentinel Process
- Personal Risk Assessment. Our team performs a thorough analysis of your personal risk profile to identify your asset and liability protection needs. This includes an analysis of your exposure to risk based on your lifestyle, as well as reviewing your existing insurance program to identify any potential gaps in coverage.
- Customized Advice and Solutions. Based on your individual personal risk assessment, we present you with options and recommendations custom-tailored to your specific needs.
- Program Implementation. We make the transition seamless – deploying your new program and assisting with canceling your current policies.
The Sentinel Difference
- Custom-Tailored Coverage. Sentinel’s process is unparalleled in the industry. We design a comprehensive insurance program unique to your specific risk profile.
- Claims Advocacy. Sentinel’s claims advocacy team delivers a concierge approach that ensures a smooth and successful claims experience.
- Account Management. The depth of service from your Sentinel team is second to none. Your advisor and your dedicated account manager are available to respond to request or needs you may have.
- Program Monitoring. Sentinel monitors your program and conducts annual reviews to ensure your program keeps pace with your changing lifestyle and financial circumstances.
- Access to top insurance carriers. Sentinel works with industry-leading carriers who specialize in serving affluent customers.
- Coverage for a modern world. Sentinel addresses modern day threats that competitors can often overlook, including cyber fraud, identity theft, protection for assets owned by trusts and limited liability companies, and domestic employment practices liability.