P RI VAT E C L I E NT Newport • Palm Beach • Naples
Starkweather & Shepley
Local Expertise, National Capabilities Established in 1879, Starkweather & Shepley is presently the largest Independent Agency in Rhode Island, the 57th largest Insurance Brokerage firm in the U.S., and the 33rd largest personal lines Agency. Starkweather & Shepley, held in Trust since 1935, ensures the firm will remain privately held in perpetuity, providing certainty to clients and associates alike. The firm provides commercial and personal insurance, health and employee benefits, surety bonding and risk management services. These services
are provided nationally and internationally, through its partnership with Assurex Global. Through our Assurex Global membership, Starkweather & Shepley has access to market information, benchmarking, and additional resources to meet the needs of clients with complex exposures. Additionally, the Assurex network shares best practices to ensure that, as your local Assurex representative, Starkweather & Shepley is on the cutting edge of insurance and risk management innovation.
• Annual 33rd Top Personal Lines Agency in The U.S. • 34th Largest Independent Insurance Brokerage Firm in the U.S. • 57th Largest Broker in the U.S • An
Partner.
Private Client Capabilities • Licensed nationally in all 50 states • I nternational capabilities through our partnership with Assurex Global •H igh-Value Homes & Coastal Properties
•F arm & Ranch, Major Medical & Mortality •P roprietary Product: Excess Liability for high net-worth individuals and families (Up to $50M)
•H omes under construction/ Builders Risk
• Domestic Workers Compensation
• Luxury & Exotic Vehicles
• Aircraft & Aviation
• Jewelry, Fine Art & Collectibles
• Kidnap & Ransom
• Recreational Marine/Yachts
• 24/7 Claims concierge team
• Equine
• Executive Committee insurance plan
• Life & Travel insurance
1
Our Approach
Trusted Advisors Our approach is consultative and comprehensive by design. We provide the following deliverables for our clients and prospective clients: In-depth portfolio analyses provided for current and prospective clients Comprehensive Portfolio Proposals Renewal Summaries with Marketing Overviews on an Annual Basis Deep-rooting and long-standing relationships with all Admitted High Net Worth Insurers in the Continental US
2
For Our Clients
Annual, semi-annual, or quarterly reviews. Depending on how frequently our clients wish to be contacted, and how involved in their insurance portfolio they wish to be, we use a custom approach to consistently re-evaluate the insurance portfolio to fit developing needs.
We have an in-house claims team on call to help our clients understand the claims process and to advocate on their behalf through an active claim.
Our portfolio managers and executives frequently attend continuing education classes to be up to date on the latest market trends and offerings. These classes are often taken towards private client specific designations (such as CPRIA) which are tailored to helping us best be able to service our clients evolving needs.
We have continuing conversation with our carriers to be on the forefront of any new coverage offerings which may be applicable to our clints. Most recently, Cyber Liability Coverage.
3
Meet Your Team
Kyle O’Neill
Heather Sipe
President Private Client Palm Beach Gardens 561.7420.6815 • koneill@starshep.com
Portfolio Executive Private Client 401.474.3720 • hsipe@starshep.com
Kyle oversees the Private Client Practice Group for Starkweather & Shepley.
Kiley Prime
Holly LaFlamme
AVP, Risk Advisor Private Client 401.447.9849 • kprime@starshep.com
Portfolio Executive Private Client 617.410.3680 • hlaflamme@starshep.com
Kiley will serve as an initial point of contact for any Private Client opportunities.
Holly will assist in any Private Client opportunity.
Marci Chiappetta
Sam McQuiggan
Senior Portfolio Manager Private Client 401.709.7548 • mchiappetta@starshep.com
Portfolio Executive Private Client 401.531.0139• smcquiggan@starshep.com
Marci will assist in all handling of Private Client accounts.
Sam will assist in any Private Client opportunity.
Danielle Leonard, AAI, CPRIA
Jeremy Batista
AVP, Portfolio Executive Private Client 401.596.1844 • dleonard@starshep.com Danielle will assist in any Private Client opportunity.
4
Heather will serve as a resource for new client opportunities and service.
Private Client Claims Consultant 401.709.7584 • jbatista@starshep.com Jeremy will handle all Claims matters for Private Client Accounts.
Proprietary Group Umbrella Program
S&S had the unique ability to offer a proprietary group umbrella program through AIG to our clientele. Our program provides pricing that is far below the industry average based on the coverage limits offered. Our program automatically includes several coverages in the base premium:
•E xcess UM Coverage—$1MM •A dditional limits are able to be purchased up to $5MM (most programs only offer $1MM, which is not included automatically)
• Supplemental defense coverage—$20,000 • Automatic $1MM of Non-Profit D&O coverage • Automatic Employment Practices Liability coverage (EPLI)—$250,000
Commitment to You.
For over 140 years we have provided a focused and dedicated approach to our clients. We welcome the opportunity to be of service to you for all of your personal and professional insurance needs.
STARSHEP.COM • 401.435.3600