Personal Insurance for Home, Auto & Executive Needs

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How We Serve You Personally

While our primary focus is on business insurance and employee benefits, we also offer personal insurance to our valued clients and their families—particularly executives or business owners seeking “hard-to-insure” coverage. As a boutique San Francisco, Bay Area agency, we provide home insurance, auto coverage and umbrella liability through carriers that meet elevated needs.

Homeowners & Auto Solutions

Whether you own a residence in Willow Glen, Los Alamitos or near the Almaden Hills, our team can help you find homeowners insurance tailored to your property and regional risks. For vehicles, we provide coverage suited to business-use cars, personal auto fleets and specialty vehicles—ensuring personal policies complement your corporate programs.

Umbrella & Life Coverage for Executives

For executives or high-net-worth individuals, umbrella liability provides an additional layer of protection for major lawsuits, while individual life insurance plans help your broader estate or business-ownership strategy. We partner with top carriers to craft solutions that align with your overall risk profile and goals.

Personal Insurance FAQs

  • Do I need to be a business client to access these services?

    Our priority is our business clients, but we are happy to discuss personal insurance if you’re already working with us or you’re an executive in one of our client companies.

  • Can I bundle home and auto for a discount?

    Yes—we review carrier options for bundling, multi-policy discounts and the best fit given your situation.

  • Do you provide individual health insurance?

    No—we currently do not offer individual health insurance policies, but we do offer life, homeowners, auto and umbrella coverage.

  • Can you help with high-value home or collectible assets?

    Yes—we have access to specialty markets for high-value homes, art and collectible coverage if needed.

Let’s Cover What Matters Most

If you’d like advice on personal homeowners, auto or umbrella insurance—or want to consolidate your personal and business coverage under one trusted advisor—reach out and let’s discuss your options.

  • (408) 526-1112