KELLY KLEE

HOW IT WORKS

LET'S GET STARTED

Guidelines for submissions

Kelly Klee specializes in insuring high net worth clients. Please review the guidelines to see if your client qualifies for this coverage before submitting your quote request. 

Rounded Accounts: We require 3 lines of business, which includes the client’s primary home. Other lines typically include autos, high-limit umbrella, and valuable articles.

Coverage A: The primary home must be insured for $1 Million or more.

STEP 1:

Submit your client's information using our secure online platform, and we will get to work. We typically return quotes within one business day.

STEP 2:

Meet with a high net worth advisor They will work with you to refine the quote and get advice on how to best pitch and sell the proposal to your client.
 

STEP 3:

We will continue to communicate with you if there are any claims, changes to the account, or if your client needs advice. Our work isn't done when the sale is made.

If you have any questions or would like to for us to do a quick location check before getting started you can reach us at 833-661-0243 or agents@kellyklee.com