Below: your current digital estate on the left, and a redesign we built in one afternoon on the right. Same firm, same carriers, same phone number. The difference is everything a search engine, a voice assistant, and an AI chatbot need in order to recommend Prestige by name.
Prestige Planning is a boutique, independent private-risk agency in Lakewood Ranch, Florida. Led by Jeremy Keller — 20+ years in high-net-worth insurance — we design coverage across Chubb, PURE, Vault, AIG and Hagerty for clients whose assets don't fit a standard policy.
Agreed-value coverage, flood strategy, and hurricane readiness for waterfront and estate homes.
Agreed value, car condos, track-day & HPDE — via our dedicated collector practice, Prestige Private Risk.
Liability limits sized to your actual net worth — the gap most wealthy families never see until a lawsuit.
Builders risk, commercial property, professional liability — your business and personal risk under one advisor.
20+ years advising successful families, entrepreneurs and collectors. Lifelong car enthusiast. The advisor who structures your program is the one who answers when something happens. [Licensed FL agent — license # displayed here]
A rule of thumb is coverage at or above your net worth — but the right number depends on your assets, board seats, teen drivers, and watercraft. We model it in your risk review.
Who insures high-value homes on the Gulf Coast?Specialty carriers like Chubb, PURE and Vault — with agreed-value replacement and cash-settlement options standard markets don't offer. We broker all three.
Does my homeowners policy cover my collector car?No — and standard auto pays depreciated value. Collector vehicles need agreed-value specialty coverage, which is exactly what our Prestige Private Risk practice does.
Your clients don't pick an advisor from a phone book — they get your name from a friend at the club, then quietly verify you online. Increasingly that verification happens by asking ChatGPT or Siri. Your current sites give those tools almost nothing to work with.
The redesign fixes what referrals and search engines see. These are the systems that run behind it — the ones that turn a good website into a book of business that grows itself.
Every week we ask ChatGPT, Gemini, Perplexity and Google AI Overviews the questions your prospects ask — "best private client insurance broker near Lakewood Ranch," "who insures exotic cars in Florida," "high value home insurance Sarasota" — and track whether Prestige is named, who is named instead, and what the AI says about you. Nobody in your market is even looking.
Highest leverage · first moverAn assistant that matches the brand: "describe what you need protected" — the collection, the waterfront home, the LLC structure — and it asks the four questions an advisor would, then books a qualified risk review straight onto your calendar. Referrals check you out at 10pm; this is who greets them.
Direct revenue · always onA polite, personal request after every renewal and every well-handled claim, with a one-tap Google link — and any unhappy reply routed privately to you first. Review count and recency are what an AI reads when deciding which broker to recommend by name.
Compounds monthlyTwo brands, two listings, cleanly separated and properly fed: services, photos, Q&A, posts, and review flow — synced to the new schema so the profiles and the sites corroborate each other. For a local firm this often outranks the website itself.
Fastest win · weeks not monthsOriginal articles answering what your clients actually search: "how much umbrella coverage do I need," "is agreed value worth it," "hurricane checklist for waterfront homes," "insuring a car condo build-out." AI-drafted on your topics, reviewed for E&O-safe language, published on schedule. This is the raw material AI assistants quote.
Long-term authorityYour book is your cheapest growth: every homeowner without flood, every auto client without an umbrella, every collector without track-day coverage — identified automatically, with personalized outreach drafted for your one-click approval before each renewal.
Revenue from clients you already haveHNW business runs on referrals — so we systematize them: automated thank-yous, quarterly touch campaigns to CPAs, attorneys and wealth managers, and a refer-a-friend flow that actually gets used instead of sitting in the nav.
Feeds the pipeline that already works"Track day insurance Florida," "HPDE coverage," "car condo insurance" — low-competition, extreme-intent searches with almost no authoritative answers online. Prestige Private Risk can own these answers nationally, not just locally. This is the single biggest untapped asset in your portfolio.
Own a niche · national reachImagine a full engagement — both websites, both Google profiles, AI-search monitoring, concierge intake and automated follow-up, all handled at one flat monthly rate.
Let's talk — Vantrum