Tailored Solutions for Your Clients

Our referral process is intentionally simple—and it’s designed to protect your relationship.

First, you refer the client through our Secure Advisor Portal. That gives you a clean, trackable handoff and keeps everything in one place.

Next, we follow up quickly to confirm scope and timing—what the client needs, what they own, what’s changing, and what success looks like. We’ll also align on communication preferences and guardrails, so you stay in the loop.

Then we move through a straightforward three-step process.

Not all brokers are prepared to handle the complexities of affluent families or collaborate effectively with Comerica advisors, without adding the burden of insurance to your role. You remain the quarterback while we run proactive risk reviews to prevent insurance surprises from becoming wealth surprises. Our secure advisor portal provides clear, predictable communication, and our dedicated private client claims advocates manage losses end‑to‑end.

With specialty market access, carrier leverage, and a local‑plus‑global footprint, we support your clients wherever they live and whatever they own—while clear guardrails protect your brand and client relationships.

Bottom line: Sophisticated risk management. Simple partnership.

A positive client experience helps you deliver additional value and retain your clients. With Private Client Services, you have a safe, simple referral mechanism. And we encourage you to go through the process personally first—so you are able to refer with confidence in our experience.