Phone: (978) 548-3700(800) 215-9980
(978) 548-3700 | (800) 215-9980

Personal Risk Management

You’ve worked hard for your lifestyle, let us help you protect it. At Felton, Berlin & Erdmann we take pride in offering the highest level of risk management consulting services to ensure that our clients are properly insured. Upon introduction to the agency, each client receives a comprehensive, ground up review of their current personal insurance program to identify gaps in coverage, followed by a one on one consultation with a client advisor to identify uncovered current and future exposures. Next, we market your program with the top high net worth insurance carriers to provide you with a customized solution. When possible, we consolidate your personal insurance with one carrier to increase the efficiency of your insurance investment.

Once you become a valued client you will have access to our highly knowledgeable, professional and responsive client advisor team. You will be assigned a dedicated account manager who can answer all of your questions, assist in the claims process, and most importantly, conduct annual reviews of your program so we may adjust your personal insurance package as your life changes.

We specialize in the following coverages: