Carrier Marketing Materials

Our Specialty High Net Worth division provides your successful clients with protection from A.M. Best A- or Better Rated carriers such as Chubb, AIG and more. Download our carrier marketing materials to share with your clients.


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Vault Overview

Everything Vault does from building superior insurance products to interacting with our customers, is just that: personal. Their business is about empowering people to live spirited, passionate, and fulfilled lives, and they’re deeply committed to creating an unrivaled experience for their customers.


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Vault Comparison

Vault is an insurer that recognizes the value of your lifestyle and exceeds your expectations in protecting it. We create unique insurance solutions tailored to your needs and specially delivered by experts that put service first and we reward you for good risk management. Thoughtful, carefully crafted and dynamic, Vault is redefining the future of your insurance.


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Vault-Financial Structure

Vault understands the importance financial strength plays in protecting the assets of their clients. They maintain a prudent approach to financial management in all aspects of their business. Vault maintains credit ratings consistent with leading providers in the affluent insurance sector.


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Vault Reciprocal

Vault is a company built around connecting like-minded individuals through a partnership known as a ‘reciprocal insurance exchange’. Vault Reciprocal Exchange (Vault) works for a hand selected, responsible group of individuals with similar assets and lifestyles in the high-net-worth space.


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Vault Auto

At Vault, the mission is simple, but ambitious: build a company, culture and philosophy that put your needs at the center of everything we do. They protect the things that are important to you and enable your lifestyle – no matter what. Their expertise and attention to detail ensure continuity and protection in a time of need.


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Vault Claims Overview The Vault Difference

Vault started because they believe there is a better way. For every customer, each claim and each situation is unique. At Vault, they know that the time of a claim can often be traumatic and frenzied. You can rest assured that their customers are never treated like a number. They understand urgency and are committed to being there every step of the way.




Chubb Homeowners Insurance Summary

Whether you’re in a new house or have lived there for years, we understand the care and effort it takes to turn a house into your home. And we want to make sure you always feel at home, even if something happens and you need to repair, replace or rebuild.


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Chubb Masterpiece vs HO3

This chart compares Chubb’s Masterpiece Deluxe home and contents and personal liability coverages with those included in standard ISO industry policies offered by many well-known, Mass Market insurance companies. We encourage you to consider these differences as you evaluate the kind of insurance policy that is most appropriate for your individual needs and lifestyle.


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Chubb Florida Guidelines

Chubb Florida Guidelines provides the target market characteristics for each of the regions of Florida.


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Chubb Flood

Even if you don’t live near the water, protecting your home from unexpected flooding is important. A homeowners policy alone isn’t enough, which is why we provide the added protection you need with a separate flood policy. At Chubb, our industry-leading coverage ensures that your flood insurance goes above and beyond the bare minimum. Our priority is doing what it takes to make you whole again.


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Chubb Builder’s Risk

Building your dream home or remodeling your current home is costly and time consuming. In our experience, construction and renovation have the potential to significantly increase the chances of an accidental fire or other damage.


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Chubb Excess Liability

Excess/umbrella liability insurance responds when the underlying liability limits of your other policies, such as home and auto, aren’t enough to cover the unexpected costs of a lawsuit or accident.


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Chubb Equipment Breakdown

You may take them for granted, but the systems in your home help keep your life running smoothly. A kitchen range enables you to cook the perfect meal. The HVAC system keeps your family cozy on a cold winter night. A pool pump lets you enjoy a hot summer day. Your electrical system powers the lights, coffee maker, Wi-Fi, and so much more.

In fact, you probably don’t often notice your home equipment until it stops working. And if it does, you’ll want to get back to normal—quickly.



Chubb Valuable Articles

While typical homeowners’ policies are designed to protect your home and what’s inside, there is usually limited coverage for valuable possessions that may get lost, stolen, or damaged. That’s why with Chubb’s Masterpiece coverage, you can protect the special possessions that matter to you.


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Chubb Classic Car

The team at Chubb shares your enthusiasm for classic cars. For almost a century, they’ve worked with some of the most unique vehicles to deliver outstanding protection and service. They never compromise and insist on using original quality parts for repairs. And because they know one of the greatest joys of having a car is driving it, they don’t place limits on mileage.



Chubb Massachusetts Auto

Chubb has been insuring cars since they were first invented – everything from everyday cars to high-end, luxury vehicles. We respond quickly and professionally to our customers, regardless of whether they’re in a small accident or a large catastrophic event. We insist on the highest repair standards to keep our customers safe.



Chubb Cyber

With all the ways technology has enhances our lives, Chubb is committed to providing clients with comprehensive cyber protection that helps them avoid the lasting impact of emerging concerns – like identity theft, hacking, cybercrime, and cyberstalking or harassment.



Chubb Fine Arts & Collections Practice

Chubb’s Fine Art and Collections Practice brings together the expertise of its fine art and collector resources worldwide in loss prevention, underwriting, and claims to respond to the evolving needs of personal insurance clients with large and valuable collections.



Chubb Jewelry Services

Chubb’s jewelry practice brings together the expertise of in-house GIA Applied Jewelry Professionals in underwriting, loss prevention, and claims.



Chubb Property Manager

At Chubb, they understand there are times when you can use an extra hand, particularly when a hurricane hits your home and you’re not there. With Chubb Property Manager, you get proactive assistance if your secondary and seasonal home is damaged due to hurricane-force winds.



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AIG Homeowners Insurance

Where you live says a lot about how you got there. We understand that your home—be it a suburban showpiece, coastal getaway, urban loft or other fine property—is one of the most important aspects of your successful lifestyle. AIG Private Client Group, a division of the member companies of American International Group, Inc. (AIG), can build a robust yet simple plan to insure it properly.


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AIG Homeowners Coverage Summary

AIG Private Client Group offers “All-risk” coverage, high deductible options, guaranteed rebuilding cost, cash settlement option, sewer back-up, and more. See everything available with AIG Private Client Group with this Homeowners coverage summary.


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AIG Personal Excess Liability Insurance

If a lawsuit threatens the lifestyle you’ve built, we will be there. AIG Private Client Group, a division of the member companies of American International Group, Inc. (AIG), offers up to $100 million in coverage to safeguard your family and assets against claims of personal injury or property damage. 


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AIG Equipment Breakdown

AIG Private Client Group, a division of the member companies of American International Group, Inc. (AIG), is pleased to offer a range of coverage options to supplement your homeowners’ insurance. Equipment breakdown coverage reduces out-of-pocket expenses and minimizes the hassles associated with lengthy and disruptive repairs.


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AIG Valuable Articles

We appreciate the dedication it takes to build a unique collection—of artwork, jewelry, wine, antiques or virtually any other rarities—and we share your attention to detail when it comes to insuring it. AIG Private Client Group, a division of the member companies of American International Group, Inc. (AIG), can curate a thorough plan to safeguard your prized possessions, as if they were our own.



AIG Auto Brochure

It took a lot more than a license to get into your vehicles. We understand the success necessary to attain the finest craftsmanship on wheels—and AIG Private Client Group, a division of the member companies of American International Group, Inc. (AIG), shares your passion for keeping it protected. We can design an elegant but powerful insurance plan around your driven lifestyle, so you can focus on the road ahead.


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AIG Automobile Coverage Summary

AIG Private Client Group offers automobile coverage with unlimited capacity, high deductible options, worldwide coverage, new vehicle replacement, and more. See full details in this brochure.



AIG CyberEdge Brochure

 AIG Private Client Group, a division of the member companies of American International Group, Inc. (AIG), is pleased to offer a range of coverage options to supplement your homeowners’ insurance. Family CyberEdge, AIG’s Cyber Coverage product, helps you stay ahead of potential online threats, and facilitates your financial and emotional recovery in the unfortunate event that you are victimized. 



AIG Hurricane Protection Enrollment Form

Download this form and submit to authorize vendors of AIG to assess the exterior of your property and coordinate short-term repairs in order to possibly reduce risk of further loss or damage.



AIG Wildfire Enrollment Form

This form authorizes members of the Wildfire Protection Unit to enter your residence in order to provide a fire retardant application, as needed or appropriate, in the event that your residence is threatened by a wildfire.


NatGen Premier


NatGen Premier Overview

NatGen Premier is insurance tailored to your unique needs and backed by concierge claim service.



NatGen Premier – Northeast Homeowners Coverage

Connecticut, Massachusetts, New Jersey and New York: Premier Client is the best choice for your premier homeowners business. Premier Client homeowners coverage offers your elite customers protection beyond the standard coverage offered by most other carriers. Premier Client was designed to provide our most comprehensive coverage options, with limits that accommodate the unique lifestyle needs of your most affluent customers. 



NatGen Premier Equipment Breakdown

Many people aren’t aware that their standard homeowners policy may not cover the replacement cost or even repair of the important systems they depend on in their homes — heating and cooling, electrical, etc. That’s what makes Equipment Breakdown Insurance from National General a huge value to customers.



Nat Gen Premier MA Auto Underwriting and Product Guide

Find underwriting guidelines on NatGen’s Massachusetts Personal Auto product.



Openly Customer Brochure

Openly has competitive rates from using technology and data to more accurately identify and price customers that have fewer claims. Our customers receive personalized and premium coverage on things that matter most to you, so you know what’s covered.


About Openly Insurance

A premium and exclusive insurance provider with comprehensive coverage and zero hassle. Openly primarily targets successful individuals with higher end homes, though responsible clients with more standard homes may qualify. Every policy contains premium, more comprehensive coverage, with fewer “gotchas” than most competitors



Openly Sell Sheet

Beautifully simple homeowners insurance sold exclusively through independent agents.

Openly Homeowners Coverage

Premium Homeowners Insurance Coverage Comparison


Openly Landlord Coverage

Premium Landlord Insurance Coverage Comparison