Increased Growth and Evolving Brand

Unparalleled growth, technological advances, and national demand have compelled Windermere Insurance Group to upgrade to a larger Charlotte home office and to undergo a comprehensive brand transformation. The expansion of our client base across the U.S. requires state-of-the-art communications capabilities. The new offices feature a soundproof audio/visual suite and sophisticated training resources. These are vital to onboarding the high-level insurance professionals we attract and maintaining our outstanding level of service for clients wherever they are.

Strategy & Vision

Our business strategy focuses on solving complex insurance and risk management concerns for the real estate and financial services industries, among others. Consultants in private client services provide personalized attention to address the unique concerns and risk management issues affecting affluent individuals and their families.

“We anticipate our brand transformation will allow potential clients to reevaluate our insurance and risk management capabilities. The prominence of the companies we serve, and the length of their relationships with us, indicate the value we bring to our growing base of successful clients.”


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