How agents, brokers can best serve high-net-worth clients in 2024

Private Risk Management Association Executive Director Diane Delaney talks about pressing issues facing these clients.

For business people, the end of a calendar year is often a time to take stock of recent successes and strategize for the future around persistent challenges.

Based on the articles that appeared on PropertyCasualty360.com during 2023, some of the dominant themes from the insurance industry over the past year have included the challenge of integrating and managing artificial intelligence tools; hardening insurance markets due to increased costs and loss events; and the ongoing need to staff up insurance organizations with skilled, forward-thinking professionals. 

Diane Delaney

In this episode of Insurance SpeakPrivate Risk Management Association (PRMA) Executive Director Diane Delaney talks about the pressing coverage and risk-managements issues facing high-net-worth clients and their insurance brokers. Delaney also illuminates what she believes to be the key steps for success as agents and brokers head into the new year, and the best piece of professional advice she ever received.

Listen to the full episode above or subscribe to Insurance Speak on SpotifyApple Music or Libsyn.

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