INSURANCE COORDINATION FOR ADVISORS TO PUBLIC-FACING CLIENTS
Kelly Insurance Group provides specialist insurance coordination support for the advisors who serve high-net-worth and public-facing clients — publicists, PR firms, talent managers, business managers, attorneys, CPAs, financial advisors, wealth advisors, family offices, event producers, security consultants, real estate advisors, estate managers, and personal assistants. When your client has an insurance question, a contract requirement, or a coverage gap, we are the insurance partner you refer them to.
HOW KELLY INSURANCE GROUP SUPPORTS THE ADVISORS WHO SERVE HIGH-NET-WORTH AND PUBLIC-FACING CLIENTS.
Kelly Insurance Group's advisor insurance support is built around the reality that advisors to high-profile clients encounter insurance situations constantly — and those situations need expert insurance responses, not general referrals. When a publicist's client gets a brand deal with a $2 million liability requirement, we help confirm whether existing coverage meets it or place what is needed. When a talent manager's client goes on tour, we review the contract requirements and confirm coverage. When an attorney's client is restructuring assets into a trust, we confirm that the insurance program is aligned with the new ownership structure.
Publicists encounter insurance questions more frequently than most advisors because brand deals, events, and media appearances all involve insurance requirements. The publicist who can identify a certificate of insurance requirement, communicate it to the insurance team, and get it resolved before the deal stalls is providing real, practical value to their client. Kelly Insurance Group works directly with publicists on these requirements — with speed and clarity.
Talent managers and business managers for entertainers, athletes, and public figures often manage the insurance program for their clients as part of the broader financial and business management role. This requires a specialist insurance partner who understands the full scope of a high-income, high-profile client's insurance needs — from personal umbrella to tour coverage to business insurance for creator-led companies.
Estate planning attorneys regularly encounter insurance questions: the life insurance inside a trust, the named insured on a property held in an LLC, the coverage implications of a business sale. CPAs managing high-income clients encounter insurance questions that intersect with tax planning. Financial advisors encounter insurance gaps in client asset protection programs. Kelly Insurance Group provides the technical insurance expertise that complements legal and financial planning for high-net-worth clients.
Family offices managing the affairs of wealthy families need insurance coordination across a complex, evolving portfolio of assets, entities, and family members. A single-family office or multi-family office that wants to offer comprehensive service needs a specialist insurance partner who can manage the family's complete insurance program — not a generalist carrier writing individual policies. Kelly Insurance Group serves as that insurance partner for family offices whose clients require private client-level insurance coordination.
ADVISOR SUPPORT SERVICES
ADVISORS WHO WORK WITH KELLY INSURANCE GROUP.
Any advisor who serves high-net-worth or public-facing clients — and who regularly encounters insurance questions, contract requirements, or coverage gaps — benefits from a specialist insurance partner relationship with Kelly Insurance Group.
- Publicists and PR firms whose clients have brand deals, events, and appearances with insurance requirements
- Talent managers and business managers whose clients need comprehensive personal and business insurance coordination
- Estate planning attorneys whose clients require life insurance, trust-owned insurance, and asset ownership alignment
- CPAs and financial advisors whose high-income clients need insurance programs coordinated with tax and financial planning
- Family offices managing complex multi-generational insurance programs across multiple asset classes
- Event producers, security consultants, real estate advisors, and estate managers who encounter client insurance needs
SELECT YOUR ADVISOR TYPE TO SEE HOW KELLY INSURANCE GROUP SUPPORTS YOUR CLIENTS.
Kelly Insurance Group provides specialist insurance support for every type of advisor who serves high-net-worth and public-facing clients — from publicists navigating brand deal requirements to family offices coordinating complex multi-generational insurance programs.
Publicists and PR professionals regularly encounter insurance requirements on behalf of their clients — brand deals requiring certificates of insurance, events requiring event liability coverage, and private client situations where personal insurance gaps create risk for the client's public profile. Kelly Insurance Group provides fast, knowledgeable insurance support for publicists navigating these situations.
- Brand deal insurance requirements — certificates of insurance and coverage placement
- Event and appearance insurance — liability coverage for client appearances
- Private client risk management support — personal insurance gaps for high-profile clients
- Referral partnerships for ongoing insurance support
- Direct communication with the publicist and the client's team
WHAT KELLY INSURANCE GROUP PROVIDES.
CERTIFICATE OF INSURANCE AND CONTRACT SUPPORT
Fast certificate of insurance issuance, additional insured endorsements, and coverage placement for brand deals, performance contracts, venue requirements, and other contract-driven insurance needs.
PRIVATE CLIENT INSURANCE PROGRAM REVIEW
Comprehensive review of the client's personal insurance program — umbrella, home, auto, collections, specialty coverage — identifying gaps and placing appropriate coverage for high-net-worth and public-facing clients.
BUSINESS INSURANCE FOR CLIENT COMPANIES
Commercial insurance placement for creator-led businesses, talent-led companies, and other business entities associated with the advisor's clients — general liability, professional liability, workers compensation, and specialty coverage.
REFERRAL PARTNERSHIP AND ONGOING SUPPORT
Structured referral partnership for advisors who regularly encounter client insurance needs — with defined communication protocols, fast response commitments, and ongoing support for the advisor's full client roster.
FOUR THINGS ADVISORS NEED TO KNOW ABOUT WORKING WITH AN INSURANCE PARTNER.
A brand deal that stalls because a certificate of insurance cannot be issued in time is a failure that should not happen. Kelly Insurance Group prioritizes speed on contract-driven insurance requests — because we understand that deals have timelines and clients have expectations.
A certificate of insurance confirms that a policy exists — it does not confirm that the specific coverage required by a contract is in place. An advisor who receives a certificate should confirm with the insurance team that the underlying policy actually meets the contract's specific requirements, not just that a policy exists.
A high-profile client's personal umbrella, their business liability, their tour coverage, and their life insurance should all be reviewed as a coordinated program — not as separate policies managed by separate advisors. Coverage gaps frequently exist at the seams between personal and business insurance when they are managed independently.
When an advisor refers a client to Kelly Insurance Group, they are extending their professional relationship. We protect that trust by treating every referral with the same professionalism and care the advisor has built with the client.
QUESTIONS ADVISORS OFTEN ASK.
How does Kelly Insurance Group work with advisors?
We function as a specialist insurance partner for advisors who serve high-net-worth and public-facing clients. When your client has an insurance question — a contract requirement, a coverage gap, a complex personal insurance situation — you refer them to us, and we handle the insurance from there. We communicate with you at whatever level of involvement is most useful for your practice.
How quickly can you issue a certificate of insurance?
For existing clients with policies already in place, certificates of insurance can typically be issued within hours. For clients who need new coverage placed, the timeline depends on the complexity of the coverage required. We prioritize speed on contract-driven insurance requests and communicate timeline expectations immediately.
Do you handle both personal and business insurance for the same client?
Yes. Kelly Insurance Group covers the full range of personal and commercial insurance — personal umbrella, high-value home, collections, personal cyber, business liability, workers compensation, life insurance, and specialty coverage. Managing both the personal and business programs through one relationship eliminates the coordination gaps that exist when they are managed separately.
What is the referral process?
The referral process is designed to be as simple as possible for the referring advisor. An introduction — by email, phone, or however you prefer — is all we need to begin. We take it from there, handle the insurance conversation directly with the client, keep you informed as appropriate, and make you look good in the process.
Do you work with advisors who are not in Pennsylvania?
Yes. Kelly Insurance Group serves clients and advisors nationwide. Our Pittsburgh headquarters and Los Angeles and Detroit offices support a national client base. Geographic location is not a barrier to the advisor relationship.
How do you handle confidentiality for high-profile clients?
Confidentiality is a standard expectation in our practice. We do not discuss client relationships, coverage details, or personal information with anyone outside the client's authorized team. For high-profile clients, discretion is part of the service.
READY TO START?
Tell us about your situation and a member of the team will be in touch.
REFER YOUR CLIENT TO THE INSURANCE TEAM THAT UNDERSTANDS THEIR WORLD.
Kelly Insurance Group provides specialist insurance support for advisors serving high-net-worth and public-facing clients — fast certificate issuance, coverage placement, program review, and ongoing advisor partnership.
The availability of coverage and eligibility for coverage can depend on numerous factors. We cannot guarantee that all customers, individuals, and businesses looking for coverage will be successful in these efforts when contacting our team. All policy coverages and terms need to be fully reviewed by the respective consumer to ensure the coverage asked for is what is specifically being quoted or provided by any insurance policy. Insurance Policies, Coverage Changes, and their terms and conditions are not bound or altered until written confirmation is provided by one of our licensed team members or underwriters. This page does not offer legal advice, legal opinions, or policy interpretations. Rather, this page is meant as a resource to help provide customers and insurance consumers with additional considerations that may help in their insurance buying or pursuit of insurance information. Kelly Insurance Group does not employ or direct attorneys.
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Disclaimer: Coverage availability and eligibility may depend on many factors, including underwriting review, carrier guidelines, policy terms, state requirements, business operations, risk characteristics, and other information provided during the application or quoting process. Kelly Insurance Group cannot guarantee that every individual, customer, organization, or business seeking coverage will qualify for, receive, or successfully place insurance coverage. All policy coverages, exclusions, conditions, limits, endorsements, and terms should be carefully reviewed by the consumer, insured, or applicant to confirm that the coverage requested is the coverage being quoted, offered, or provided. Insurance coverage, policy changes, endorsements, cancellations, and other policy terms are not bound, changed, confirmed, or altered unless and until written confirmation is provided by a licensed Kelly Insurance Group team member, the applicable insurance carrier, or an authorized underwriter. This page is provided for general informational purposes only and does not provide legal advice, legal opinions, insurance coverage opinions, or policy interpretations. Information on this page should not be relied upon as a substitute for reviewing the actual policy language or consulting appropriate professional advisors. Kelly Insurance Group does not employ, supervise, or direct attorneys.