About Us

About Us

MarketScout 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.

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.

MarketScout 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.

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

The Evolution of Insurance

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

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.

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.

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

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

Steve Brown
President
Hoffman Brown Company
Sherman Oaks, CA

Robert Haibi
Distribution Executive
AIG Private Client Group
New York, NY

Nicholas W. Jemas
Executive Vice President
Acrisure
Fairfield, NJ


Richard Kerr

Chairman & CEO
MarketScout
Dallas, TX

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

Stacy Warren
Chief Sales + Customer Experience Officer
Vault
St. Petersburg, NJ

Robert F. Larocca
Executive Vice President
SterlingRisk
Woodbury, NY

Kathryn Norris
Managing Principal
Atténuer Risk
Chicago, IL

Sharon Posman, CIC, AFIS, CISR
Senior Vice President
Lipscomb & Pitts Insurance, LLC
Memphis, TN

Lynn Rasmussen, CAPI
Senior Vice President, Practice Leader
Private Risk Management
Lockton Companies
Tampa, FL

Laura Sherman
Founding Partner
Baldwin Krystyn Sherman Partners (BKS-Partners)
Tampa, FL

Shari Violas
Vice President, Private Client Services
Momentous Insurance Brokerage
Van Nuys, CA

LoriAnn V. Lowery-Biggers
CEO
Bella Vaughan, Inc.
Dallas, TX

Founder

MarketScout 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.

Strategic Partners

American International Group, Inc. (AIG) is a leading global insurance organization serving customers in more than 100 countries and jurisdictions. AIG companies serve commercial, institutional, and individual customers through one of the most extensive worldwide property-casualty networks of any insurer. In addition, AIG companies are leading providers of life insurance and retirement services in the United States. Through its Private Client Group, a division of the AIG member companies, successful individuals can access innovative protection for homes, excess liability, automobiles, private collections, yachts and more. AIG Private Client Group also offers supplemental services designed to minimize property damages, safeguard fine art and other collectibles and bolster family safety. For more information, visit www.aig.com/pcg

Chubb is the world’s largest publicly traded property and casualty insurance company serving individuals and families with more to insure. We offer an array of coverages and services to discerning owners of custom and historic homes, luxury automobiles, jewelry, fine art, and other valuable possessions. Our customers appreciate a particular kind of protection and level of service that can only come from decades of experience insuring individuals, families, and their valuable possessions. Not just coverage. Craftsmanship. For more information, visit www.chubb.com/personal.

The National Alliance for Insurance Education & Research provides insurance and risk management programs in the US, Mexico, and the Caribbean. Over 2,500 annual programs meet any agency or company’s education needs. Programs include the CIC, CRM, CISR, CSRM designations, sales and service classes, online courses, and advanced seminars.

Bishopsgate is an independent global specialty insurance broker with offices in Bermuda, Brussels, Chile, Dubai, London, South Africa and Malaysia, trading with all of the major international insurance and reinsurance markets. Their team of experts work closely with clients, ensuring they are aligned with the best markets, people and products available to achieve the right solution. In servicing a diversified portfolio of business types, they have brought together the talent and resources that are necessary to fully analyse and address each business sector in which they operate. Bishopsgate’ reputation derives from its ability to apply an innovative approach and vision to provide bespoke insurance solutions to clients.

CIPC Advisory Board Members

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

Steve Brown
President
Hoffman Brown Company
Sherman Oaks, CA

Robert Haibi
Distribution Executive
AIG Private Client Group
New York, NY

Nicholas W. Jemas
Executive Vice President
Acrisure
Fairfield, NJ


Richard Kerr

Chairman & CEO
MarketScout
Dallas, TX

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

Stacy Warren
Chief Sales + Customer Experience Officer
Vault
St. Petersburg, NJ

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

Steve Brown
President
Hoffman Brown Company
Sherman Oaks, CA

Robert Haibi
Distribution Executive
AIG Private Client Group
New York, NY

Nicholas W. Jemas
Executive Vice President
Acrisure
Fairfield, NJ


Richard Kerr

Chairman & CEO
MarketScout
Dallas, TX

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

Stacy Warren
Chief Sales + Customer Experience Officer
Vault
St. Petersburg, NJ

Robert F. Larocca
Executive Vice President
SterlingRisk
Woodbury, NY

Kathryn Norris
Managing Principal
Atténuer Risk
Chicago, IL

Sharon Posman, CIC, AFIS, CISR
Senior Vice President
Lipscomb & Pitts Insurance, LLC
Memphis, TN

Lynn Rasmussen, CAPI
Senior Vice President, Practice Leader
Private Risk Management
Lockton Companies
Tampa, FL

Laura Sherman
Founding Partner
Baldwin Krystyn Sherman Partners (BKS-Partners)
Tampa, FL

Shari Violas
Vice President, Private Client Services
Momentous Insurance Brokerage
Van Nuys, CA

LoriAnn V. Lowery-Biggers
CEO
Bella Vaughan, Inc.
Dallas, TX

Robert F. Larocca
Executive Vice President
SterlingRisk
Woodbury, NY

Kathryn Norris
Managing Principal
Atténuer Risk
Chicago, IL

Sharon Posman, CIC, AFIS, CISR
Senior Vice President
Lipscomb & Pitts Insurance, LLC
Memphis, TN

Lynn Rasmussen, CAPI
Senior Vice President, Practice Leader
Private Risk Management
Lockton Companies
Tampa, FL

Laura Sherman
Founding Partner
Baldwin Krystyn Sherman Partners (BKS-Partners)
Tampa, FL

Shari Violas
Vice President, Private Client Services
Momentous Insurance Brokerage
Van Nuys, CA

LoriAnn V. Lowery-Biggers
CEO
Bella Vaughan, Inc.
Dallas, TX

Founder

MarketScout 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. We are a Lloyds cover holder and MGA for seven different private client insurers. We administer a homeowners program which is exclusive to members of the CIPC. MarketScout is an MGA for commercial and personal exposures including fine arts, animal mortality, workers compensation, energy, professional and many other exposures. More information is available on the MarketScout Exchange at www.marketscout.com.

Strategic Partners

American International Group, Inc. (AIG) is a leading global insurance organization serving customers in more than 100 countries and jurisdictions. AIG companies serve commercial, institutional, and individual customers through one of the most extensive worldwide property-casualty networks of any insurer. In addition, AIG companies are leading providers of life insurance and retirement services in the United States. Through its Private Client Group, a division of the AIG member companies, successful individuals can access innovative protection for homes, excess liability, automobiles, private collections, yachts and more. AIG Private Client Group also offers supplemental services designed to minimize property damages, safeguard fine art and other collectibles and bolster family safety. For more information, visit www.aig.com/pcg

Chubb is the world’s largest publicly traded property and casualty insurance company serving individuals and families with more to insure. We offer an array of coverages and services to discerning owners of custom and historic homes, luxury automobiles, jewelry, fine art, and other valuable possessions. Our customers appreciate a particular kind of protection and level of service that can only come from decades of experience insuring individuals, families, and their valuable possessions. Not just coverage. Craftsmanship. For more information, visit www.chubb.com/personal.

The National Alliance for Insurance Education & Research provides insurance and risk management programs in the US, Mexico, and the Caribbean. Over 2,500 annual programs meet any agency or company’s education needs. Programs include the CIC, CRM, CISR, CSRM designations, sales and service classes, online courses, and advanced seminars.

Bishopsgate is an independent global specialty insurance broker with offices in Bermuda, Brussels, Chile, Dubai, London, South Africa and Malaysia, trading with all of the major international insurance and reinsurance markets. Their team of experts work closely with clients, ensuring they are aligned with the best markets, people and products available to achieve the right solution. In servicing a diversified portfolio of business types, they have brought together the talent and resources that are necessary to fully analyse and address each business sector in which they operate. Bishopsgate’ reputation derives from its ability to apply an innovative approach and vision to provide bespoke insurance solutions to clients.

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