Integrated Insurance Solutions
Comprehensive Coverage. Coordinated Strategy.
One Trusted Partner.
At Citrus Group Insurance, we deliver more than policies—we deliver peace of mind. As an integrated insurance brokerage backed by a full-service financial advisory firm, we offer a complete suite of insurance solutions tailored to protect your business, your people, your lifestyle, and your legacy.
Our Business Insurance
Solutions Include:
Aviation Insurance
Business Owner Policies (BOP)
Commercial Property & Casualty
Business Operations & Interruption Coverage
Mergers & Acquisitions Risk Transfer
Crime & Fidelity Insurance
Cyber Liability
Directors & Officers (D&O) Liability
Environmental Liability
Employment Practices Liability (EPL)
Errors & Omissions (E&O) / Professional Liability
Fiduciary Liability
General Liability
Kidnap & Ransom Insurance
Marine & Inland Marine
Medical Malpractice
Surety Bonds
Trade Credit Insurance
Workers’ Compensation
Employee Benefits
Attract, Retain, and
Protect Your Workforce
Your people are your greatest asset. We help you design and manage benefits programs that are competitive, compliant, and cost-effective—whether you’re a small business or a global enterprise.
Personal Insurance
Protecting What Matters Most to You
From your home and vehicles to your health and legacy, we provide tailored personal insurance
solutions that evolve with your life. Our advisors ensure your coverage is comprehensive,
cost-effective, and aligned with your broader financial goals.
Our Personal Insurance Offerings Include:
Auto Insurance
Boat & Watercraft Insurance
Classic Car Coverage
Condo & Renters Insurance
Dental & Vision Plans
Earthquake & Flood Insurance
Equine Insurance
Fine Arts & Collectibles Coverage
High Net Worth Homeowners
Health Insurance
Jewelry Insurance
Life Insurance (Term, Whole, Universal)
Medicare Advantage, Supplement & Part D
Personal Liability & Umbrella Coverage
Travel Insurance
Our Employee Benefits Services Include:
Small & Mid-Sized Business (SMB) Benefits
Strategic Benefit Planning
Benefit Analytics & Benchmarking
Compliance & Regulatory Support
Employee Health Plans
Employee Retirement Plans
Global Benefits Coordination
Healthcare Management Solutions
Workplace Technologies & Automation
Pharmacy Benefit Management (PBM)
Voluntary Benefits
Fiduciary Liability Coverage
Private Client Services
Discreet, Sophisticated Protection for Exceptional Lives
Our Private Client division serves high-net-worth individuals, families, and family offices with bespoke risk management strategies. We coordinate closely with your wealth advisors, estate planners, and legal teams to ensure your assets, lifestyle, and legacy are protected at the highest level.
Aviation Services & Private Aircraft Coverage
Family Office Risk Management
High Net Worth Individual & Family Coverage
Coordination with Wealth Advisors & Estate Planners
"My life changed forever"
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"Highly recommend this"
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"My life changed forever"
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"My life changed forever"
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"Highly recommend this"
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"My life changed forever"
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Why Choose Citrus Group Insurance?
At Citrus Group, we’re more than an insurance brokerage, we’re part of a fully integrated professional services firm. That means your insurance strategy is developed in coordination with your:
Accounting and financial reporting
Tax preparation and proactive tax planning
Investment and retirement strategies
Business consulting and succession planning
This holistic approach ensures that your coverage is not only comprehensive but also cost- effective, tax-efficient, and aligned with your long-term financial and operational goals.
Integrated Expertise
Our insurance advisors collaborate with in-house CPAs, financial planners, and consultants
to ensure your risk management strategy supports your entire financial picture.
One Point of Contact
Simplify your experience with a single, trusted advisor who understands
your full risk profile and coordinates across all service lines.
Tailored Solutions
Every policy is customized to your needs—no templates, no guesswork. We
work with top-rated carriers to deliver the right coverage at the right price.
Proactive Risk Management
We help you anticipate and mitigate risks before they become claims,
ensuring your protection evolves with your business and lifestyle.
A small business owner worked with a CPA, a separate financial advisor, and an insurance broker.
Tax strategies weren’t aligned with investment decisions, and the business lacked proper succession planning.
Conclusion: The Future
of Financial Services Is Integrated
In a world where financial decisions are more interconnected than ever, the traditional model of fragmented advice is no longer enough. A CPA firm that surrounds clients with a cohesive, expert team offers a smarter, more strategic path forward.
Citrus Group is a full-service CPA firm offering accounting, audit, tax, financial planning, insurance, and advisory services. We help individuals and businesses simplify complexity, reduce risk, and build lasting success.
📞 (888) 530-1930
🌐 www.citrusgroupglobal.us
✉️ [email protected]
📅 https://citrusgroupglobal.us/letstalk
Get In Touch With Citrus Group
See how we can help your business thrive
Our unique approach, combined with the experience and expertise of our professional team, enables us to offer innovative solutions for our clients.
United States
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel –(888) 530-1930
Mailto– [email protected]
United Kingdom
Address – City Reach, 5 Greenwich View Place, London E14 9NN
Tel – +44 20 3930 8008
Mailto– [email protected]
Africa
Address – Ding City Carrefour Constantin, Matam, Conakry, Guinea
Tel – +224 626 491 724
Mailto- [email protected]
Citrus Group Global T/As Citrus Group.
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