Beyond Policies: Navigating Umbrella Coverage in Personal Lines with Expert Insight

Natalie Dunlap recently achieved a significant win by emphasizing the importance of umbrella coverage while rounding out a personal lines account. The journey began with a thoughtful conversation that extended beyond traditional policies, diving into the realm of comprehensive protection.

Recognizing the need for umbrella coverage, she engaged in a dialogue with the client, cross-referencing insights from their financial advisor, who was also a strong advocate for umbrella coverage. In the end, it was the advising conversations that emerged as the most important element in this scenario.

The success of this personal lines account lies not only in the obtained coverage but, more importantly, in the collaborative advising process. By prioritizing the client's holistic financial well-being and aligning insurance coverage with the recommendations of their financial advisor, we ensured that the client's needs were thoroughly addressed and that they were properly protected.