Insurer guide
Kelly Klee Insurance Through an Independent Agency: Coverage and States
Blake Insurance Group is an independent insurance agency with access to quote Kelly Klee. This page lists the Kelly Klee coverage we can request for clients, the states where we can do it, and how to start.
This page is published by Blake Insurance Group, not by Kelly Klee. Availability depends on the product, your location and underwriting.
Request a quote
Tell us what you need and mention Kelly Klee if you want it included. A licensed agent will follow up. Submitting the form does not bind coverage.
If the form does not load, call 888-387-3687, Monday through Friday, 9:00 to 5:00 Arizona time, or email admin@blakeinsurancegroup.com.
Blake Insurance Group LLC is an independent insurance agency. Licensed insurance producer NPN 16117464.
Kelly Klee coverage and states available through our agency
The table shows each Kelly Klee coverage type our agency can currently quote and the states, out of the 24 where we are licensed, in which we can quote it.
| Coverage type | For | States we can quote |
|---|---|---|
| Personal Umbrella | Personal | AZ, AL, TX, NY, OH, NC, VA, GA, OK, NM, IA, KS, MI, NE, SC, SD, WV, IL, NJ, PA, TN, WA |
| Preferred Auto | Personal | AZ, AL, TX, NY, OH, NC, VA, GA, OK, NM, IA, KS, MI, NE, SC, SD, WV, IL, NJ, PA, TN, WA |
| High Value Home | Personal | AZ, AL, TX, NY, OH, NC, VA, GA, OK, NM, IA, KS, MI, NE, SC, SD, WV, IL, NJ, PA, TN, WA |
| Earthquake | Personal | AZ, TX, OK, KS, IL, TN, WA |
| Excess Flood | Personal | AZ, AL, TX, NY, OH, NC, VA, GA, OK, NM, IA, KS, MI, NE, SC, SD, WV, IL, NJ, PA, TN, WA |
| Article Floater | Personal | AZ, AL, TX, NY, OH, NC, VA, GA, OK, NM, IA, KS, MI, NE, SC, SD, WV, IL, NJ, PA, TN, WA |
If your state or coverage type is not listed, send a request anyway. We can check other insurers we have access to.
How to request a Kelly Klee quote
- Send the request form on this page or call 888-387-3687.
- Tell us the coverage you need and the state where the property, vehicle or business is located.
- A licensed agent reviews whether Kelly Klee is available for your situation and what information the insurer needs.
- You review the quote and decide. Coverage starts only after the insurer accepts your application and confirms it.
Ways to compare your options
You can go whichever direction suits you. None of these commits you to buying.
- Ask a licensed agent. Send a request or call 888-387-3687.
- See other insurers our agency can quote for similar coverage. Monoline, RLI, Coverage Cat, Mile Auto, MSI, Green Shield Risk, Delos, Neptune.
Who Kelly Klee is
Kelly Klee is a digital insurance broker for high-net-worth clients. It uses the name Kelly Klee Private Insurance. It was founded by Jon Kelly, who comes from insurance technology, and Bob Klee, who comes from private client insurance. In 2018, Insurance Journal reported it was licensed in all 50 states.
We couldn't verify its legal entity, any parent company or its current headquarters. In 2018 it was in Englewood, Colorado. A 2026 consumer review site lists an Aspen, Colorado address.
Schwab Advisor Services' provider directory says Kelly Klee has served registered investment advisors (RIAs) since 2014.
Which insurers Kelly Klee works with
Kelly Klee is a broker, so it doesn't issue policies. It places coverage with private client insurers.
- Schwab's directory names Chubb, AIG and PURE.
- A 2026 consumer review site names Chubb, Hagerty and Nationwide Private Client.
We didn't verify the ratings of these insurers in our research. Each policy you get will name its insurer. Check that company's rating yourself.
The two lists overlap on Chubb. The others differ, which may reflect different times or products. As a broker, Kelly Klee may add or drop insurers over time. Ask which insurers it would quote for your home and auto.
What Kelly Klee covers
- High-value homeowners.
- Preferred auto.
- Personal umbrella.
- Article floaters for jewelry and art.
- Earthquake.
- Excess flood.
According to the First Connect carrier directory, Kelly Klee requires a minimum of $1 million in Coverage A, which is the dwelling limit. It also requires three lines of coverage.
How Kelly Klee sells
Kelly Klee works through three channels:
- Direct, with clients referred through their advisors.
- Wealth advisors and RIAs, such as through Schwab Advisor Services.
- Independent agents, through First Connect.
According to the First Connect carrier directory, Kelly Klee is listed in 47 states. California, Florida and Hawaii aren't listed there, even though it was licensed in all 50 in 2018.
We found no Kelly Klee news from 2024 to 2026.
Why high-net-worth clients use a specialist
A high-value home may need higher limits or coverage for valuables. A broker that works with several private client insurers can compare their terms.
Kelly Klee's three-line minimum means you'd place several policies with it, such as home, auto and umbrella or valuables coverage.
What to check before you buy through Kelly Klee
- Minimums. You'll need at least $1 million Coverage A and three lines.
- The insurer for each policy. Your home, auto and umbrella may be with different companies.
- Your state. California, Florida and Hawaii aren't on First Connect's list.
- Valuables. Schedule jewelry and art with current appraisals.
- Umbrella limits. Size your umbrella to your total net worth and exposure.
Sources for the sections above: Insurance Journal: Kelly Klee launch (2018) (secondary); Schwab Advisor Services: High-net-worth property and casualty insurance providers; Consumers Advocate: Kelly Klee home insurance review (secondary); First Connect carrier directory: Kelly Klee (secondary).
Kelly Klee FAQs
Can Blake Insurance Group quote Kelly Klee?
Yes. Our agency currently has access to quote Kelly Klee for the coverage types and states listed on this page. Access can change, and Kelly Klee decides whether to offer a policy.
Which states can you quote Kelly Klee in?
Of the 24 states where we are licensed, we can currently quote Kelly Klee in AZ, AL, TX, NY, OH, NC, VA, GA, OK, NM, IA, KS, MI, NE, SC, SD, WV, IL, NJ, PA, TN, WA. Availability differs by coverage type, as the table shows.
Does a quote request start coverage?
No. Coverage begins only after the insurer accepts your application and confirms it.
Can I compare Kelly Klee with other insurers?
Yes. As an independent agency we can look at other insurers we have access to for the same coverage, where they are available in your state.
Important information
Independent agency. Blake Insurance Group LLC is an independent insurance agency. The coverage types and states on this page reflect our agency access as checked in November 2026 and can change. Kelly Klee decides eligibility, pricing and whether to issue a policy.
Trademarks. Kelly Klee and other company names are trademarks of their owners. This page is not published or endorsed by Kelly Klee.
Availability. Coverage, prices, discounts and eligibility vary by insurer, state and applicant, and are subject to underwriting. The issued policy controls. A quote request does not bind or change coverage.
Your next step
Send a request and a licensed agent will check Kelly Klee and other options available to you.