WELCOME TO SERNA’S PRIVATE CLIENT SERVICES

Serna Insurance Agency’s Private Client Services is comprised of insurance advisors specifically trained to work closely with clients to design and implement a customized solution for complex personal lines accounts.

Clients are paired with their own dedicated advisor who can assist with establishing appropriate property values, instituting an effective loss prevention plan and expediting claims settlements.

We consistently exceed our clients’ expectations by offering more than just coverage.  Examples of services offered include art collection management, preparation for hurricanes, wildfires and earthquakes, yacht loss prevention, background checks for private staff and wealth managers and more.  Services such as these were designed to minimize property damage & bolster the safety of our clients and their families.

Examples of coverages offered:

  • High Value Homes ($1,000,000 and up)
  • Primary & Excess Flood
  • Auto
  • Exotic and Classic Auto
  • Artwork
  • Jewelry
  • Wine
  • Yacht
  • Private Aviation
  • Kidnap Ransom & Extortion
  • Domestic Worker’s Compensation
  • Employment Practices Liability Insurance for Private Staff
  • Not for Profit Board of Directors and Fiduciary Liability