Shield Insurance Packages

Fixed-Rate Insurance. Finally.

Bronze Shield

$3,500

/mo


Experience elite protection with our entry level Shield that includes:

  • Home Insurance (homes up to $1.5 million)
  • Auto Insurance (up to 2 vehicles)
  • Umbrella Insurance ($3 million)
  • $500K Term Life Insurance

Designed for clients who want the great coverage with a guaranteed rate. This package includes essential protection for key assets.

Silver Shield

$6,000

/mo


Your essential shield for personal well-being. This package offers foundational insurance coverages:

  • Home Insurance (homes up to $3 million)
  • Auto Insurance (up to 4 vehicles)
  • Umbrella Insurance ($5 million)
  • $2M Term Life Insurance
  • Travel Trailer/Motorhome Insurance
  • Cyber Insurance
  • Auto Warranties (all qualified* vehicles)
  • 1 Rental Property

Ideal for high-net-worth individuals prioritizing fundamental protection with the ease of a single premium.

Gold Shield

$7,500

/mo



Bulletproof Shield

$10,000

/mo



I don’t need a fixed rate policy. Take me to the individual options.

FAQ

Frequently Asked Questions

How does it work?

You pay one flat rate every month, and we take care of all your insurance needs.

This means you no longer have to worry about juggling multiple policies or dealing with different insurance companies. Our streamlined process ensures that your coverage is comprehensive and convenient, allowing you to focus on what matters most. We handle everything from policy management to claims assistance, giving you peace of mind and saving you valuable time.

Will my price ever change?

Our strong relationships with top-rated insurance carriers across the country allow us to offer you a fixed-rate on a Shield for 2-years!

This means you can enjoy consistent, predictable pricing without worrying about sudden rate hikes. By locking in your rate for two years, we provide financial stability and transparency, making it easier for you to budget and plan your expenses. Rest assured, our priority is to maintain the best value for your insurance coverage.

Can I choose which carriers I would like to be insured with?

We understand the importance of having reliable and reputable insurance providers. Our experienced team is dedicated to ensuring your valuable protections are placed with top-rated carriers that hold an AM Best A+ rating.

These carriers are known for their financial strength and excellent customer service. By leveraging our expertise and industry connections, we take the guesswork out of selecting carriers, so you can trust that your coverage is in good hands.

What documents will I receive?

You will receive all the standard documentation directly from your carriers, including declaration pages, ID cards, policy information, and more. These documents are essential for understanding the specifics of your coverage and for proving your insurance status when needed.

We ensure that all necessary paperwork is promptly provided, so you have everything you need at your fingertips. Should you have any questions about your documents, our team is always here to assist.

Who do I call for support?

As a Shield customer, you will have a dedicated agent available to assist you 24/7. Whether you have questions about your policy, need to file a claim, or require any other support, your dedicated agent is just a phone call away.

Our commitment to exceptional customer service means you will always have access to personalized, prompt assistance whenever you need it. Your peace of mind is our top priority, and we are here to support you every step of the way.

Fixed Rate Guarantee for 2 Years

Lock in Financial Stability and Peace of Mind

With our Shield packages, enjoy the benefits of fixed rates for two years. This guarantee provides financial stability and predictability, allowing you to plan your budget without worrying about sudden premium increases. Secure comprehensive coverage while maintaining control over your expenses, ensuring that you can focus on what matters most with complete peace of mind.

One plan, comprehensive protection

Streamlined Coverage for All Your Insurance Needs

Our Shield Insurance Packages consolidate all essential coverages into one comprehensive plan. This means you no longer have to manage multiple policies; instead, enjoy the simplicity and convenience of a single, all-encompassing insurance solution tailored to protect your valuable assets.

Maximum Protection for One Flat-Rate!

Top-Tier Security Without Unexpected Costs

With our flat-rate pricing, you receive extensive coverage for all your insurance needs at one consistent monthly fee. This approach eliminates surprise charges and ensures that you get the highest level of protection without worrying about fluctuating costs, allowing for easy budgeting and peace of mind.

Tailored for high-net-worth individuals

Custom Insurance Solutions for Affluent Lifestyles

Our Shield packages are specifically designed to meet the unique needs of high-net-worth individuals. We offer customized coverage options that protect high-value homes, luxury vehicles, and personal possessions, ensuring that your lifestyle and assets are comprehensively safeguarded.

Luxury and protection combined

Premium Coverage for Your Valuable Assets

Our Shield Insurance Packages combine luxury and protection, providing premium coverage for your most valuable assets. This includes high-value homes, luxury cars, and other prized possessions, ensuring they are protected with the highest level of care and security.

No coverage gaps

Seamless Protection for Complete Peace of Mind

We ensure there are no gaps in your coverage with our Shields packages. This comprehensive approach means all your assets are protected seamlessly, reducing the risk of uncovered incidents and providing you with complete peace of mind knowing every aspect of your life is insured.

Easy management of policies

Simplified Insurance with a Single Point of Contact

Managing your insurance policies has never been easier. With our Shields packages, you have a single point of contact for all your coverage needs, simplifying communication and administration, and allowing you to focus on what matters most to you.

Fixed monthly rate, no surprises

Consistent Payments with No Hidden Charges

Our flat monthly fee structure means you pay the same amount each month, with no hidden charges or unexpected costs. This transparent pricing model helps you manage your finances better and ensures you are never caught off guard by sudden rate increases or additional fees.

Hassle-Free Insurance Solution

Effortless Coverage Designed for Your Convenience

Our Shield Insurance Packages are designed to provide hassle-free insurance solutions. From easy enrollment to straightforward claims processes, every aspect of our service is tailored to offer maximum convenience and minimal effort on your part, ensuring a smooth and stress-free experience.

No Contract Needed, Cancel Anytime

Flexible Coverage with No Long-Term Commitment

Our Shield packages do not require a contract, allowing you the freedom to cancel anytime without penalty. This flexibility ensures that you remain in control of your insurance decisions, adapting your coverage as your needs change, with no long-term commitment or cancellation fees.

Bronze Shield

$3,500

/mo


Join the Shield’s family with our entry level Shield that includes:

  • Home Insurance (homes up to $1.5 million)
  • Auto Insurance (up to 2 vehicles)
  • Umbrella Insurance ($3 million)
  • $500K Term Life Insurance

Designed for clients who want basic, reliable coverage at an affordable rate. This package includes essential protection for key assets.

Silver Shield

$6,000

/mo


Your essential shield for personal well-being. This package offers foundational insurance coverages:

  • Home Insurance (homes up to $3 million)
  • Auto Insurance (up to 4 vehicles)
  • Umbrella Insurance ($5 million)
  • Auto Warranties (all qualified* vehicles)
  • $2M Term Life Insurance
  • 1 Rental Property
  • Cyber Insurance

Ideal for high-net-worth individuals prioritizing fundamental protection with the ease of a single premium.

Gold Shield

$7,500

/mo



Bulletproof Shield

$10,000

/mo



I don’t need a fixed rate policy. Take me to the individual options.

  • Step 1: Phone Consultation and Questionnaire Completion

    Begin your journey to comprehensive protection with a simple phone consultation. During this call, we will confirm your information and guide you through a detailed questionnaire. This step ensures that we fully understand your needs and preferences, setting the stage for a tailored Shield package that suits your unique circumstances.

  • Step 2: Initial Deposit

    To initiate the process, a deposit equal to 25% of your selected Shield package is required. This deposit is a commitment to securing your comprehensive coverage and allows us to proceed with the necessary steps to finalize your protection plan.

  • Step 3: Underwriting and Eligibility Confirmation

    Our team will then begin the underwriting process within the agency to confirm your eligibility for the selected Shield package. If, for any reason, you are ineligible for the chosen Shield package, you will receive a full refund of your deposit. Additionally, we will present you with alternative a la carte coverage options to ensure you still receive the protection you need.

  • Step 4: Final Approval and Payment

    Once your application is approved, typically within 5 days, you will have a 14-day window to complete the initial payment. Your comprehensive Shield coverage will commence 7 days after this payment is submitted, ensuring you are protected as soon as possible.

  • Step 5: Transition from Existing Coverages

    To avoid redundant coverage, you can cancel any current policies that overlap with the protections provided by your new Shield. Our team will assist you in this transition to ensure a seamless shift to your new, all-encompassing protection plan.

  • Step 6: Receive Policy Documents and Ongoing Support

    Within 30 days of your policy’s start date, you will begin receiving all necessary policy documents directly from the carriers. Additionally, you will have 24/7 access to an advisor from The Agent’s Office. Our dedicated advisors are available to assist with any questions, claims, or concerns you may have, providing continuous support and peace of mind.

  • Step 7: Enjoy Comprehensive Peace of Mind

    With your Shield package in place, you can enjoy the peace of mind that comes with owning a first-of-its-kind insurance product. Rest assured, knowing that you have all-encompassing protection tailored to safeguard your valuable assets and loved ones.


Disclaimer: The Shields Insurance Packages are designed to offer comprehensive protection for high-net-worth individuals. However, not everyone will qualify for a Shield. Eligibility criteria must be met, and approval is at the discretion of The Agent’s Office. All auto insurance limits within the Shields Packages are set at 250/500/100. *Please note that exotic vehicles do not qualify for vehicle warranties included in these packages.

For detailed terms, conditions, and eligibility requirements, please contact our office directly.