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“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
David W. Clausen is the CEO and top producer at Coastal Insurance Solutions, a specialty provider.
“By honing our focus on high-net-worth, high-value coastal home insurance and flood insurance, we have been able to attract a highly targeted client base that values our specialized knowledge and unique market access,” says Clausen. “This shift has not only propelled our agency’s growth but also solidified our reputation as a trusted provider of insurance in these niche markets.”
Clausen has been in the industry since he was a kid. “Growing up in our family’s local insurance agency, I had the invaluable opportunity to witness the inner workings of a retail brokerage,” he says. “It was the experiences and knowledge gained during that time that solidified my career path.”
Now, in his current role, he’s facing numerous challenges on a daily basis. Leveraging efficient time management strategies and the latest technology, he balances strategic decision making with managing clients, thus optimizing his productivity.
“I would say merging technology, data, and insurance expertise to deliver an exceptional customer experience is my strongest professional quality,” he says. “Along with that, my genuine care for our clients, colleagues, and carriers over the past 20 years has forged incredibly strong, trust-based relationships that are the cornerstone of our success today.”
In addition, he approaches his role and career with a proactive mindset, relentless entrepreneurial spirit and a commitment to driving extraordinary results for his clients, team members, and carriers.
Of all his achievements over the years, one in particular is most memorable.
“It’s really the culmination of a bunch of small wins rather than one grand moment, but if I had to pick one standout experience it would have to be being interviewed on a national news network live,” he says. “It was an opportunity to share insights with a broader audience and served as a powerful testament to the significant impact that years of marketing efforts achieved.”
333 Route 25a, Suite 150, Rocky Point, NY 11778
631 782 3175
info@coastalinsurancesolution.com
linkedin.com/company/coastal-insurance-solutions
coastalinsurancesolution.com/high-value-home-insurance/
David W. Clausen
Founder and Chief Executive Officer
Coastal Insurance Solutions
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2001-present
2009
2010
2017
Present
Founded Coastal Insurance Solutions
Shifted focus to high-value homes, high-net-worth families, and private flood insurance
Recognized four times as a Top Producer by Insurance Business America
Featured in Newsweek, Fox Weather, Yahoo! Finance, CNBC, Market Watch, and the New York Times
Coastal Insurance Solutions continues its nationwide expansion with operations across more than 30 states.
At present, the company is the foremost digital agency specializing in the high-net-worth insurance sector.
2001–
present
Started Scratch Captive Agency with FUSA in Sheridan,
2009
Attended the Producers School with the National Alliance
2010
Signed contracts with SIAA - Scratch Agency as Independent
Earned CIC designation
“40 Under 40” awardee in Sheridan, WY
2017
Director, Insurance Operations at Hub Financial since 2017
Western Ontario Regional Manager at McDougall Insurance & Financial since 2019
Present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
www.youtube.com/@highnetworthinsurance