Don't let Property & Casualty Insurance be a blind spot for your clients.
Value, plan, and protect your clients’ most important assets. Help them understand where they lack planning and protection. Help them document, value, organize, and store proof of ownership. Ensure they have adequate protection for the things that matter most. Shepherd them through the complexities of estate planning and selecting the homeowner’s policy that fits them.
Suboptimial Coverage Hinders Client Outcomes
Consider the following scenario: your clients are on track to retire at 70 with $4.6MM in their home and investible assets combined. However, their homeowner’s policy hadn’t been updated in years and therefore didn’t reflect the cost of construction or the renovations they had made to their homes. A windstorm causes $400k of damage much of which is not covered by their existing policy. They have to cover the cost out of pocket, in addition to the cost of living in a hotel while their home is rebuilt. Drawing down on their savings to recover from this adds 5 years to their journey to retirement. Avoiding this could have been simple and inexpensive.
How can Estate Clarity help you serve your clients?
Coverage & Gap Review
Easily initiate a protection review for your client. We will work within existing relationships you have or help you deliver and assess quotes for your client.
Summarize
Summary metrics let you and your collaborators easily determine the status of the estate. How many items have been appraised? How many items have values that need to be agreed upon?
Create Documents
Generate important documents for wills and trusts — like Personal Property Memoranda — with ease.
Administer Trusts
Snap photos and take notes on all types of property with ease. Leave the clipboards and excel spreadsheets in the supply closet. Administer trusts with more detail in less time.
Follow Up
Deeply understand your clients' needs and risks. Have critical conversations armed with data, before its too late.
Secure
Estate Clarity uses SSL/TSL encryption and is built on Amazon Web Services (AWS), which maintains ISO 27001 and SAS70 Type II certification for its infrastructure and counts some of the biggest companies in the world among its clients.
0
%
of families
want advice from their financial advisor about P&C risks.
Strengthen your relationship with your clients by giving them what they want, helping them think through critical financial decisions.
Differentiate your service offering without adding overhead.
0
%
increased satisfaction
enjoyed by clients of advisors who provided P&C advice.
Holistic advice, especially where clients are faced with byzantine terms and conditions, creates true peace of mind.
0
%
of advisors
don’t offer advice.
If you already do offer advice, Estate Clarity works with your existing relationships to provide you with an even more seamless way to service your clients.
Source: Oliver Wyman
0
%
Get in touch!
Drop us your information and we’ll be in touch shortly to schedule a demo and answer any questions you may have.
Deeply engage with clients and their families using the online dashboard
Create detailed personal property memoranda with ease
Identify insurance gaps
Proactively protect your clients from the inevitable
From our blog
The latest thoughts from building, selling, and researching how to end the confusion about what we own, what its worth, and what to do with it.
Managing Risk – One Insurance Nerd’s Story of Obliviousness and Procrastination
Managing Risk – One Insurance Nerd’s Story of Obliviousness and Procrastination by Mike Carrington, Estate Clarity Advisor and Insurance Executive Intro: Launching Estate Clarity As an insurance professional with over…
Why Estate Clarity is Free Right Now
Why We’ve Decided to Offer Estate Clarity for Free We’ve seen so many individuals and professionals acting selflessly and heroically in response to the COVID-19 pandemic and its reverberations.…
Focus on what matters: what our motto means
A few of our customers have asked us what we mean with our motto, “Focus on what matters.” We love getting that question! We carefully selected “Focus on what matters” to…
Why we care: Part 1
“Plan for what is difficult while it is easy…” Sun Tzu The most successful companies are mission-driven. They set out to solve a problem that the founders themselves…