Council for Insuring Private Clients

What Council for Insuring Private Clients does

The Council for Insuring Private Clients (CIPC) is a Dallas, Texas-based membership professional association founded in 2012 by Novatae Risk Group. It serves insurance professionals, retail agencies, MGA/wholesalers, and corporate sponsors operating in the high net worth personal lines market. CIPC positions itself as the first and only dedicated forum where agents, insurers, and investors collaborate on best practices for insuring wealthy individuals — a specialty area that lacked an organized community prior to its formation.

CIPC's core offerings are organized around four pillars: a tiered annual membership program (Individual at $304, Retail Agency at $515, MGA/Wholesaler at $2,573, and Corporate at $5,146); the Certified Personal Risk Manager (CPRM) designation — a five-course professional education program co-developed with Risk & Insurance Education Alliance (National Alliance for Insurance Education & Research); CPRM Prime, an exclusive underwriting facility for designees providing limits up to $50 million across all 50 U.S. states and international locations; and an annual conference (2026 scheduled for May 6-7 at The Adolphus Hotel in Dallas). Business tools including the Fine Art & Collectibles Program, WildCAT Underwriting Facility for wildfire exposures, and MarketScout Market Barometer reports supplement the core offerings.

CIPC operates as a non-technology, community- and education-led organization. There are no proprietary software products, mobile applications, or AI features. Revenue is generated primarily through recurring annual membership subscriptions across four tiers, with supplementary transactional revenue from conference registrations, sponsorship packages, CPRM course enrollments, and the CPRM Prime underwriting facility. The organization's strategic ecosystem includes partnerships with major insurance carriers (AIG, Chubb, Price Forbes, Bishopsgate) and Lloyd's of London market access via its founder Novatae. CIPC member firms collectively represent tens of thousands of individual brokers and insurance professionals in the HNW space.

Name

Council for Insuring Private Clients

Legal name

CIPC Council for Insuring Private Clients

Website

https://privateclientcouncil.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

The Council for Insuring Private Clients (CIPC) is a Dallas-based membership professional association founded in 2012 that serves insurance professionals, agencies, MGA/wholesalers, and corporate sponsors in the high net worth personal lines market through tiered memberships, the CPRM professional designation, the CPRM Prime underwriting facility, and an annual conference.

Ownership category

akta.pro rank

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Individual Membership: Annual membership fee providing access to private client markets, exclusive Lloyd's of London underwriting facility, introductions to other private client professionals, reduced conference rates, CPRM course access, and liaison services to new markets and insurance companies.
2. Retail Agency Membership: Annual agency membership at $515 providing individual memberships for agency's insurance professionals and one complimentary annual conference registration pass valued at $495.
3. MGA/Wholesaler Membership: Annual membership at $2,573 providing unlimited individual memberships, recognition for education/advocacy/networking support, networking with admitted and non-admitted underwriters, and two complimentary conference passes valued at $990.
4. Corporate Membership: Annual corporate membership at $5,146 including executive panel participation, direct agency-insurer contact, consultation for building non-admitted facilities, complimentary Silver Sponsorship at annual conference, and extensive networking and business development tools.
5. Conference Revenue: Annual CIPC Conference generates revenue through attendee registrations, sponsorship packages, and exhibition booth fees. The 2026 conference will be held at The Adolphus Hotel in Dallas, TX.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

The Council for Insuring Private Clients (CIPC) is a membership-based professional association that serves insurance agents, agencies, MGAs/wholesalers, and carriers operating in the high net worth private client space. It sells tiered annual memberships, delivers the Certified Personal Risk Manager (CPRM) designation program, hosts an annual conference, and provides members with exclusive access to admitted and non-admitted private client insurance markets including a Lloyd's of London underwriting facility.

Product overview

Council for Insuring Private Clients (CIPC) is a membership-based professional organization serving the high net worth insurance industry. The organization operates as a platform offering professional education programs (CPRM designation), an annual conference, and four tiers of membership (Individual, Retail Agency, MGA/Wholesaler, Corporate). Key offerings include the CPRM Program (five-course professional designation), CPRM Prime (exclusive underwriting facility for CPRM designees), business tools (Fine Art & Collectibles Program, WildCAT Underwriting Facility), and the annual CIPC Conference. The organization is founded by Novatae and has strategic partnerships with AIG, Chubb, Price Forbes, and Risk & Insurance Education Alliance.

Differentiator

Problem solved

Functional benefit

Brands

• CPRM (Certified Personal Risk Manager): Professional education and designation program for insurance professionals serving high net worth clients.

Products and services

• CIPC Annual Conference Annual conference bringing together high net worth insurers, agents, investors, and professionals to network and learn about insuring private clients through presentations, seminars, and exhibition opportunities.
• Certified Personal Risk Manager (CPRM) Program Professional education and designation program providing in-depth knowledge for serving affluent and high net worth clients, consisting of five courses covering risk management, coverage differences, lifestyle evaluation, practical application, and business presentation skills, delivered with The National Alliance for Insurance Education & Research.
• CPRM Prime Underwriting Facility Exclusive underwriting facility available to agents in the CPRM Program, offering coverage including wind, quake, and flood insurance with limits up to $50,000,000, available in all 50 states and international locations; administered via MarketScout.
• Individual Membership Annual $304 individual membership for professionals specializing in protecting private clients, providing access to admitted and non-admitted private client markets, exclusive Lloyd's of London underwriting facility, introductions to other private client professionals, reduced rates for CIPC events, and CPRM curriculum access.
• Retail Agency Membership Annual $515 agency membership for retail insurance agencies specializing in private clients, including CIPC individual memberships for the agency's insurance professionals and one complimentary annual conference registration pass valued at $495.
• MGA/Wholesaler Membership Annual $2,573 membership for MGAs and wholesalers, providing unlimited CIPC individual memberships for the firm's insurance professionals, networking with admitted and non-admitted underwriters, and two complimentary annual conference passes valued at $990.
• Corporate Membership Annual $5,146 premium membership for corporate sponsors including executive panel participation, direct agency-insurer contact, consultation for building non-admitted facilities, complimentary Silver Sponsorship at the annual conference with two registrations, logo placement, and access to lead generation tools.
• Fine Art & Collectibles Program Business tool program providing technical expertise and underwriting knowledge for diverse risks including fine art, jewelry, fine wine, and other collectibles, delivered in partnership with MarketScout.
• WildCAT Underwriting Facility Underwriting facility designed as a specialized solution for wildfire and brush exposures, providing dedicated capacity for these catastrophic risks through MarketScout.

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and flagship.

• AIGcoreStrategic or Co-development PartnerAIG is identified as a Strategic Partner of the CIPC and a supporting carrier for the CPRM designation program. They contribute to the development and support of the program alongside other leading carriers serving high net worth and affluent clients.
• ChubbcoreStrategic or Co-development PartnerChubb is listed as a Strategic Partner of the CIPC. Chubb Personal Risk Services participates in the organization through representation on the Advisory Board.
• Price ForbescoreStrategic or Co-development PartnerPrice Forbes is identified as a Strategic Partner of the CIPC, contributing to the private insurance industry collaboration network.
• Risk & Insurance Education AlliancecoreStrategic or Co-development PartnerRisk & Insurance Education Alliance collaborated with CIPC in May 2014 to further develop the CPRM Program. Known for CIC, CRM, CISR, and CSRM designation programs, they provide professional insurance and risk management education.
• NovataeflagshipStrategic or Co-development PartnerNovatae is the founder of CIPC, a national MGA and wholesale broker headquartered in Dallas, Texas. As a Lloyd's cover holder and MGA for seven different private client insurers, they administer an exclusive homeowners program for CIPC members.
• BishopsgatecoreStrategic or Co-development PartnerBishopsgate is identified as a Strategic Partner alongside AIG, Chubb, Risk & Insurance Education Alliance, and Novatae.
• The National Alliance for Insurance Education & ResearchcoreStrategic or Co-development PartnerJoint provider of the CPRM Program with CIPC. Known for Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified Insurance Service Representative (CISR), and Certified School Risk Manager (CSRM) designations.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Private Risk Management Association: PRMA is a professional association for risk managers and brokers serving private clients and family offices. It is the most directly comparable peer to CIPC, sharing the same HNW/personal risk focus, member-based model, and annual conference format.
• CPCU Society: Membership association for CPCU designation holders, providing continuing education, networking, and chapter events. Comparable to CIPC as a designation-anchored insurance professional society with tiered membership and local chapters.
• American Institute for Chartered Property Casualty Underwriters (AICPCU): The leading provider of property/casualty insurance designations (CPCU, ARM, AINS). Comparable to CIPC as a designation-granting insurance education organization serving the same professional audience, though with broader P&C scope.
• The National Alliance for Insurance Education & Research: Owns and operates the CIC, CRM, CISR, and CSRM designations. It is both CIPC's CPRM co-developer and a direct competitor in insurance professional education, making it the closest functional peer despite the partnership overlap.

Emerging players

• Professional Liability Underwriting Society (PLUS): Membership organization for professional liability insurance underwriters, brokers, and claims professionals. Comparable as a niche insurance professional society with annual conference, educational content, and member tiering — similar format to CIPC but in the professional liability niche.

Broad incumbents

• National Association of Professional Surplus Lines Offices (NAPSLO): Trade association for surplus lines and specialty lines brokers, MGAs, and carriers. Comparable as a member-driven industry association serving non-admitted specialty insurance distribution — the same market CIPC's CPRM Prime facility accesses.
• Wholesale & Specialty Insurance Association (WSIA): Trade association for wholesale, specialty, and surplus lines insurance distributors. Comparable to CIPC as a membership organization serving the wholesale/MGA distribution channel that CIPC's corporate members operate in.
• RIMS (Risk & Insurance Management Society): The largest risk management professional association, offering the RIMS-CRMP designation. Comparable as a designation-issuing insurance/risk professional society with annual conference and chapter structure, though focused on buyer-side risk managers.
• Council of Insurance Agents & Brokers (CIAB): Trade association for the largest commercial insurance brokerage firms. Comparable as an industry association model, though serving larger commercial brokers rather than CIPC's HNW/specialty focus.

Others

• AAIS (American Association of Insurance Services): Advisory organization serving P insurers with rate filings, statistical reporting, and form development. Comparable as an insurance industry infrastructure/advisory organization supporting carriers, though with a different functional role than CIPC's agent-insurer collaboration focus.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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M&A

Investments

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Frequently asked questions about Council for Insuring Private Clients