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Personal Insurance

At Wiedemann, we understand that choosing personal insurance can seem like a daunting task.  There are literally hundreds of specialty insurance products to protect your home, cars, boats, RV’s, rental property, motorcycles and other valuable personal assets. But how do you know if you have the right level of coverage for all of your possessions? Are there any unnecessary overlaps in coverage that are costing you extra premium? Are there any major holes in your coverage that could put you at serious risk?

Insura-Sync™: Integrated Insurance Planning
With this in mind, has developed Insura-Sync™, an exclusive five step process to ensure our clients have the best portfolio of insurance products for their own unique needs.

Step 1: Asset Identification
Wiedemann will provide you with an easy to use form that will help you to document all of your personal assets. We will use this confidential list as a starting point in our process.

Step 2: Policy Audit
Our experienced personal lines consultants work with you to review all of your current policies. What exactly is covered? Are the products covering what you think they are covering? Is there any duplication in coverage? What are the levels of premium for each policy?

Step 3: Risk Analysis
After each policy has been identified your Wiedemann Advisor will review each plan to make sure your risks are identified and that there is insurance in place to cover each risk. Many times during this process our Advisors find that our clients are unnecessarily paying for coverage of certain assets on two or more policies.

Step 4: Plan Design
Once we understand what you have and what is covered Wiedemann will put together a customized plan that will coordinate all of your policies into a of totally integrated plan that will produce the “sync” that only on intelligently designed plan can provide.

Step 5: Plan Marketing and Selection
Once your custom plan has been developed Wiedemann will market it to Insurance Carriers that are right for your specific needs and risk tolerance. We represent the finest Carriers in the industry and our over 70 years of experience has exposed us to many of the industries best boutique and special interest carriers. We know how to get you the best company or companies to properly cover your assets.

Whether it be for your home, car or very life, the peace of mind awarded through personal insurance products can be priceless. That’s why the Insura-Sync process from Wiedemann is so valuable to our customers.

Click on a more specific area below to learn how Wiedemann can help you insure your future.