Insurance Services

Personal and Professional Insurance

We are excited to announce that Capital Concierges is affiliated with several local and national insurance agencies. We have professionals standing by to aid with your personal or corporate insurance needs. Should you need something complex like updating a Buy/ Sell, Business succession planning established, Estate Planning Guidance, or Benefits plan design, Workers Compensation, or personal assistance with your Life, Health, Dental, Disability, Home or Auto we can help.

As you know insurance and financial service professionals can advise you in many different areas of need. Our experts, however, tend to specialize in specific areas like Home, Liability and Auto, Surety Bonds, Life and Health, Wealth Accumulation, Employee Benefits, or Workers Compensation.


Our Insurance Agency Partner offers end-to-end commercial and personal insurance programs from numerous insurance carriers maintaining an A. M. Best rating of A- or better. We also have relationships with a network of insurance wholesale and general agents giving us access to most insurance companies. We stick with highly rated and trusted carriers because it ensures that our clients are receiving the most competitive rates and best coverage available.

Business Insurance

  • Property
  • Professional & General Liability/E&O
  • Worker’s Comp. Employement Practices
  • Key Person Life, Directors and Officers
  • And More

Personal Insurance

  • Home, Renters, Flood
  • Auto, Motorcycle, Watercraft, ATVs
  • Disability
  • Individual Life, Individual Family Health
  • And More

Group Health

  • HMO, PPO, HSA Plans
  • Long and Short-Term Disability
  • Life/Accidental Death and Dismemberment
  • Dental, Vision
  • And More

Employee Benefits

  • Streamlined solution from Newtek Payroll & Newtek Insurance
  • Group Medical/Dental/Vision/Life, Disability, and more
  • Cobra, FSA, HAS, POP Plan Administration
  • Integrated, Pay-as-you-Go Worker’s Comp
  • Enroll employees via your personal support rep or online

Contact us now for a 10-minute question and answer call to help us, help you determine the right agency and licensed professional for your area of need.

How to Get Started
Contact Capital Concierges today for a free no obligation consultation.
We will help you find the right business loan or financial service to meet your business goals!