About Us

MarketScout, a division of Novatae, founded the Council for Insuring Private Clients (CIPC) to provide a venue where agents, insurers, investors and others in the affluent space may collaborate on how to better serve their private clients. Insuring wealthy individuals is a unique, specialty area of the industry, and until the formation of the CIPC, there wasn’t a forum for sharing ideas and perfecting skills. The CIPC focuses on implementing best practices and risk management techniques for protecting the personal assets of private clients. Strategic partners include AIG, Chubb, The National Alliance for Insurance Education and Research, Bishopsgate and MarketScout, a division of Novatae.

Collaboration is a benchmark for the CIPC. No single company or individual controls the direction and decisions of the Council. Any entity or individual with a focus on protecting high net worth individuals may join the organization.

The CIPC hosts an annual conference that provides attendees the opportunity to network with high net worth insurers, agents, investors and others involved in the high net worth space. The conference focuses on providing presentations and seminars designed to open the discussion on the current state of insuring private clients. The CIPC conference includes presentations from psychologists and wealth managers who provided insight on how the wealthy behave as well as extensive demographics regarding where they work, live and play.

The Evolution of Insurance

Pioneers in the insurance industry exploring the next frontier with new topics, ideas, and expert insight.

Insurance Condo Private Insurance CIPC

In 2012, the CIPC began developing the educational programs required for an individual to obtain a new insurance designation, Certified Personal Risk Manager (CPRM). The CPRM designation program is specifically designed for the high net worth insurance industry.

On May 2014, the CIPC collaborated with The National Alliance for Insurance Education & Research furthered the development of the Certified Personal Risk Manager (CPRM) Program by focusing its core principles on training the insurance and risk management communities to better serve the high net worth and affluent client base.

The National Alliance for Insurance Education & Research is known for insurance and risk management education and designation programs such as Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified Insurance Service Representative (CISR), and Certified School Risk Manager (CSRM).  The program’s five major areas of emphasis will include personal risk management, insurance coverage differences, evaluation and protection of the lifestyle, the practical application, and management of the business of high net worth and affluent clients. The company advances the industry quality by providing insurance and risk management professionals of every experience level with integrated, practical continuing education, timely research and designation opportunities.

Insurance Innovators: Private Client Insurance

The Evolution of Insurance

The annual CIPC Conference provides attendees the opportunity to network with high net worth insurers, agents, investors and others involved in the high net worth space. Learn the art and science behind insuring private clients.

CIPC Advisory Board Members

Jennifer Alimonda, CAPI
Director of Private Client Group
SterlingRisk
Farmingdale, NY

Ronald R. Assise, CIC, CPRM
President
The Horton Group
Orland Park, IL

Lauren R. Bailey, CPCU
President, Central Zone
Private Client Select
Wilmington, DE

Steve Brown
Head of Acrisure Personal Risk
Acrisure Southwest Region
Sherman Oaks, CA

Jill Arnold Bull, CAPI
President, Private Risk Management
Lockton Companies
Tampa, FL

Courtney Kerr Brooks, CPRM, CISR
Senior Vice President, Private Client Solutions
Novatae Risk Group
Dallas, TX

Richard Kerr
Chief Executive Officer
Novatae Risk Group
Dallas, TX

Ellen Kroesen
VP, Sales & Distribution Training Manager
Chubb Personal Risk Services
Whitehouse Station, NJ

 

Robert F. Larocca
Chief Strategic Relations Officer
SterlingRisk
Woodbury, NY

LoriAnn V. Lowery-Biggers
Chief Executive Officer
Triumph Capital Holdings
Dallas, TX

Kathryn Norris
Founder and Chief Executive Officer
Atténuer Risk
Chicago, IL

Naimish Patel
MSI President and Founder
Home Insurance Group
Boston, MA

Nick Ross, CAPI
Senior Vice President
Acrisure Private Risk Advisors
New York City, NY

Kurt Thoennessen
Chief Executive Officer
RiskRevu
New York City, NY

Stacy Warren
Chief Operating Officer
Lockton
St. Petersburg, NJ

Founder

MarketScout, a division of Novatae, is a national MGA and wholesale broker headquartered in Dallas, Texas with a commitment to providing exceptional technical and market expertise for insuring private clients. As a Lloyds cover holder and MGA for seven different private client insurers, they administer an exclusive homeowners program for members of the CIPC. MarketScout is an MGA for commercial and personal exposures including collectibles, animal mortality, workers compensation, energy, professional and many other exposures. More information is available on the MarketScout Exchange at www.marketscout.com.