Page 26 - HUB Capabilities

HUB Personal Insurance

Put yourself at the center of a vast network of insurance and risk management experts focused
exclusively on your unique needs.

Private Client Advisory (PCA)

When your business, professional and private interests intersect, your risks grow. You face
complex issues that require the assistance of seasoned professionals. When you work with your
HUB PCA Advisor, you can expect expert guidance and a customized, comprehensive insurance
and risk management solution to help protect you, your family, and your valuable assets.

Risk Management Consulting Services

consultants can provide the security and crisis management expertise you need to reduce and
respond to the threats

Phase 1 Phase 2 Phase 3

Phase 1: Understand your Phase 2: Deliver a Proposal Phase 3: Proactively Manage
needs and develop a risk and Present Tailored
management strategy. Solutions
o Review client needs & o Provide high level risk analysis o Understand and respond to client
understand risk philosophy o Conceptual solutions (e.g. needs
o Gather information and collect program design, proposed o Provide prompt, responsive, world-
class service
data carriers, etc.) o Provide proactive communication
o o Obtain feedback on proposal on salient risk and insurance issues
program vs. needs o Confirm elements of program o Review existing program
o Research solutions and design design o Discuss changes and ensure that
program o Establish implementation date risks are identified and addressed
o Develop presentation o Confirm service team o Provide options and make
o Provide complete program recommendations for upcoming
overview term
o Present summaries of o Review updated program
insurance, insurance contracts o Confirm changes in coverage,
premiums, policy terms etc.
and billing information o Strengthen relationship
o Establish client service
calendar

The HUB Advantage | 2021