Novatae Risk Group

Mid-year check-in: Are you growing where you are, or just staying busy?

Novatae is hiring. If you want more ownership, faster decisions, and a team that keeps it sharp and innovative, take a look.

Open roles: https://hubs.la/Q04jz1LZ0

✅ Wrapping up an exceptional CIPC 2026 Conference ✅

As we closed out CIPC 2026 yesterday at The Adolphus Hotel in Dallas, we were reminded why the Council for Insuring Private Clients plays such a critical role in our industry.

CIPC continues to provide a meaningful forum where agents, carriers, and partners come together to collaborate, share best practices, and elevate how we serve high net worth clients—a truly specialized segment that demands thoughtful risk management and deep expertise.

Day 2 brought insightful perspectives and engaging dialogue from our presenters, including Tristan Flannery and Casey Nelson, with expert guidance from our host, Kate Norris. The conversations reinforced the importance of partnership, education, and innovation in protecting the personal assets of private clients.

Thank you to everyone who joined us, shared ideas, and contributed to such a strong exchange across the private insurance community. We’re grateful to be part of a network that’s committed to continually refining skills, strengthening relationships, and raising the bar for client service.

Until next time.