It is our mission to provide our clients with the broadest coverage available in the marketplace at the most
competitive prices and to ensure that their program terms and conditions are crafted to meet their specific risks.

Insurance Program Reviews

Unlike those of most insurance brokers, Mark Edward Partners' client engagement process begins with a thorough assessment of a client's operations and all publicly available information, such as websites or SEC filings. With this approach, we are able to uncover policy structures that contain potentially detrimental omissions in coverage as well as identify how any, even minor, changes to an organization may impact its insurance needs.

In the case of personal insurance, our process involves an in-depth asset review. We then critique all existing policies concurrently so that we can identify areas in which the policies do not work together as intended, leaving potential gaps in coverage. Mark Edward Partners' professionals consistently identify considerable coverage deficiencies when conducting client reviews that, if not remedied, could lead to significant underinsured or uninsured losses. We are also able to recommend alternate coverage solutions or suggest restructuring efforts that frequently produce significant savings for clients.

Account Service

We at Mark Edward Partners believe that the best risk management and insurance programs are created through collaboration between client and advisor. By staying in close communication with all of our clients, we are able to advise them when changes to their organizations mandate changes to their insurance programs. Additionally, we keep them apprised of new developments, products, and trends in the industry.

As cooperation with our clients is a cornerstone of our business model, our executives are readily accessible to our clients, in addition to their service teams, and they frequently become involved in complex client transactions and difficult claims scenarios.

Claims Expertise

Claims resolution assistance is provided to all of our clients. Our executives and professionals have specific expertise with claims made under executive liability, property & casualty, and personal insurance policies. We utilize our knowledge, industry contacts, and close relationship with the markets to help facilitate the claims resolution process.

Financial Services & Executive Liability

• Directors & Officers Liability
• Errors & Omissions Liability
• Fiduciary Liability
• Employment Practices Liability
• Fidelity & Surety Bonds
• Specialty Products (Patent Infringement, Kidnap & Ransom, Product Recall, etc.)
• Cyber Liability

Property & Casualty

• Property
• General Liability
• Automobile Liability
• Workers Compensation
• Construction
• Aviation
• Boiler & Machinery
• Umbrella

Personal Insurance

• Personal Property
• Personal Liability
• Automobile Liability
• Personal Excess Liability
• Personal Directors & Officers Liability
• Flood, Hurricane & Earthquake
• Private Airplane & Yacht
• Valuable Articles, Jewelry, & Art
• Equine
• Family Office

Life Insurance/Estate Planning

• Premium Finance Life
• Wealth Transfer Planning
• Income Tax Favored Accumulation Plans
• Disability Insurance
• Executive Benefits
• Keyman Life
• Buy-Sell Insurance Planning
• Accident, Disability & Death
• Athlete & Entertainer Disability Coverage
• Contingency Coverage
• Contractual Performance Indemnity Insurance
• Loan Indemnity Coverage
• Business Overhead Expense Coverage
• Disgrace Coverage

EB-5 Insurance

• Exclusive I-526 Coverage
• Exclusive I-829 Coverage
• Fidelity Coverage for New Commercial Enterprises
• Management Liability Coverage for New Commercial Enterprises
• Specific Insurance for each individual project