Personal risk management strategy that grows with you
We deliver personalized risk management solutions custom designed for individuals and families who value hands-on service and peace of mind. With a proactive, hands-on partnership, we ensure every aspect of your personal insurance portfolio is expertly managed without you having to worry.
A trusted risk management partner for life
At JMBI, we understand that your lifestyle is unique, and so are your insurance needs. Our team works closely with you to develop a holistic strategy that protects your exposures: your home, valuables, vehicles, and personal liabilities.
We anticipate potential risks before they arise, so you never have to think twice about your coverage. Our process begins with a thorough review of your existing insurance policies and risk exposures. We analyze each policy, with an eye toward optimizing protection, identifying exposures and managing your overall costs. We pride ourselves on crafting tailored strategies that align with your specific needs and lifestyle, establishing and maintaining long-term client relationships and developing your risk management strategy as you continue to grow.
Beyond evaluating and analyzing current policies, we serve as your trusted advisor. We are available whenever you need us, whether it’s for managing claims with discretion and speed, reviewing your coverage, or third-party contracts to keep pace with your evolving needs. We ensure that your personal risk management process is seamless and stress-free.
JMBI partners with individuals and families to bring security and peace of mind
Our commitment to personalized service means you benefit from ongoing risk and exposure reviews, expert guidance and access to exclusive insurance programs tailored for clients like you. We prioritize clarity, transparency and responsiveness so you can focus on what matters most – living your life and being fully confident that the things that matter most to you are protected.
Our boutique size allows us to provide unparalleled attention to detail and provide a customized experience. We pride ourselves on longstanding relationships with our clients, so much so that we often have multi-generational clients within the same families. We are experts in risk management, but we also work to become expert in each client’s growing life, anticipating and confronting potential new risk.
Personal risk management strategies tailored to support and protect your needs and busy life
01
02
03
04
05
Frequently asked questions
We begin with a detailed consultation to understand your personal exposures – related to your assets, lifestyle, and concerns. Then we develop a bespoke risk management strategy that considers all aspects of your personal insurance needs. We work with you, and also with other members of your team – from your attorney to tax consultant – to ensure that your risk management strategy integrates seamlessly into your overall wealth management and lifestyle plans.
Our boutique approach prioritizes personalized attention, proactive risk management, and hands-on advocacy, so you never have to worry about having insufficient coverage or being left to navigate complicated claims. We offer “white glove service” to all our clients, walking them through all our asset protection solutions, including homeowners’ insurance policies for primary and secondary residences to automobile coverage, jewelry, and fine arts insurance, watercraft, and more.
We also work with clients to customize, develop and implement life insurance, long term care insurance and disability insurance in maximizing their wealth management performance. Our comprehensive and collaborative approach engenders trust and ensures peace of mind.
We recommend and conduct comprehensive reviews annually or whenever significant life changes occur, ensuring your coverage evolves with your circumstances. We maintain best-in-class relationships with all major carriers. We have full line of sight relative to the everchanging and evolving marketplace which enables us to procure the best and most cost-effective coverage for each client.
We have deep experience in assisting clients with a wide range of coverage for assets not covered by major policies, such as home or traditional auto insurance. We have access to specialized markets and products tailored to protect unique, valuable assets that standard policies often overlook.
Contact us today to discuss your personal risk management strategy
When we say we are “client first,” we mean it. The best way to learn more about how JMBI can help build a risk management plan is to talk to one of our industry leading professionals.