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A private standard of protection, answerable only to you.

Soteria is an independent, member-paid private risk management collective for families with significant assets to protect. Carrier-free. Commission-free. Our engine, Iris, reads every policy and stands behind every claim — so every dollar your coverage promises arrives in full, and fast.

Protection · Safe Passage · Restoration
The meaning behind the name
The Shield
Protection
The Torch
Guidance
The Rudder
Safe Passage
The Laurel
Victory
Why we exist

The affluent insurance market is structurally conflicted. We are the exception.

Brokers answer to carriers. Public adjusters are paid only after a disaster. Insurtech platforms monetize the member on the back end. Soteria takes no carrier overrides, no commission splits, no placement incentives, no data brokering. Our members are the only party who pays us — no carriers, no commissions, no third parties — so our alignment with you is contractual, not aspirational.

When a renewal comes, we are not protecting a carrier relationship. When a claim is filed, we are not worried about next year’s book. We optimize for one thing: that your policies pay what they promise.

Member-funded
You are the only party who pays us
Carrier-free
No overrides, no splits
Commission-free
Never paid on placement
Duty-bound
A duty to you, in writing
A holistic view of risk

The whole of a member’s life — reviewed in totality.

Business and commercial interests, personal assets, and the liability that spans both. Iris reads the entire Managed Insurance Value across your life — where traditional brokers work in silos that never speak to one another.

Commercial

Business Interests

Operating companies, commercial real estate, aviation and marine, key-person and buy-sell structures — read with the same rigor as the home.

Personal

Personal Assets

Primary and secondary homes, collections, vehicles, watercraft — and the coverages wrapped around them, reviewed continuously.

Liability

On Both Sides

Umbrella, D&O, employment practices, professional liability — and the seam where a commercial event reaches the personal balance sheet.

The engine

Meet Iris.

In myth, Iris is the messenger who moves between the heavens and the mortal world, carrying wisdom faithfully from one to the other. Ours does the same — she reads what your policies promise, makes it legible, and stands beside a licensed advocate when it is time to collect.

Understand

She reads every policy

Iris reads the full policy suite the way a seasoned coverage expert would — every coverage, endorsement and exclusion — and cites the exact language behind each finding. What takes weeks, she does in minutes.

Advocate

Licensed public adjusting, built in

Iris is paired with a licensed, nationwide public-adjusting function, so findings are executable, not theoretical. Gaps become remediation; a wrongful denial becomes a path back to coverage; a loss becomes a recovery, run on your behalf.

Ask

Your private assistant

Ask in plain English — “Am I covered if we rent the house?”, “Is my umbrella sized right?” — and Iris answers from your own policies, with citations, at any hour. Your strategist is always a tap away.

Unique to Soteria — not licensed from a vendor, not bolted onto a broker platform, and not available outside the Collective.

On the worst day, does the program do what you thought you paid it to do? Our work is to make the answer yes — well before that day arrives.
The Soteria Standard
Proof, not promises

The moments that matter most.

Representative engagements — after a total loss, when a carrier wrongly denies, and before a loss ever happens. Names, addresses and identifying details are removed per our member-confidentiality standard; figures are directionally accurate.

Wildfire Total Loss · Palisades, 2025

Every dollar the policy promised.

Carrier opened
$1.4M
Recovery target
$3.66M

Replacement-cost endorsements triggered with no depreciation holdback; 1941 construction forced full Ordinance & Law code-upgrade coverage; a four-month ALE advance secured under SB 872.

Wrongful Denial · Tennessee, 2026

Four routes back to coverage.

Carrier position
Denied
Routes identified
4

A $19.8M all-risk policy denied on a temperature-extremes exclusion. Iris surfaced four independent paths — including “explosion” as a named peril for landscaping — plus a 25% bad-faith penalty statute. The carrier must defeat all four.

Pre-Loss Gap Audit · Family Office, 2025

$8.2M in gaps, before any loss.

Assumed cover
$24.5M
Gaps found
$8.2M

Four residences across three states. Iris surfaced a flood sub-limit exposure, a missing wildfire endorsement, and a fine-art schedule running $3.1M below appraisal — all closed before renewal.

Trust & security

Privacy is the foundation, not a feature.

Insurance done well requires a family to share its most sensitive information. Soteria was built to earn that trust — architecturally, not just contractually.

Every finding is signed by a licensed practitioner. SOC 2 and ISO 27001 sit on a published two-year roadmap. The technical detail behind every principle is available to your counsel or CISO under our Mutual NDA.

Read our Trust & Privacy commitments →

Privacy by default

We collect only what we need. No third-party data, no marketing trackers, no analytics phoning home.

Encrypted & isolated

Each family’s documents live in a cryptographically separated space with its own key. Co-mingling is impossible by construction.

No secondary use

We never sell, share, or repurpose your data — and no AI provider is permitted to train on it.

Your data, your terms

Export or cryptographically shred every document, on request — written into the Member Agreement as a right.

The Collective

Curated one household at a time.

Membership is earned through invitation and review, carried across generations, and treated as something to be protected. Insurable assets are a threshold, not a qualification — character, conduct, and fit with the community matter equally. A founding membership is carried across the family it protects — one generation up and one down.

Assets of consequence

Typically $10M+ insurable, with meaningful property, collection or portfolio exposure.

Referral or sponsorship

An introduction from a member, founding advisor, or trusted counsel.

Whole-person review

Reputation, conduct and fit — evaluated before an invitation is extended.

Long-horizon intent

A desire to participate across renewals and generations, not to transact once.

Begin the conversation

Three things. Never a document.

Your name, your email, and how you found us. Policy materials move only after a Mutual NDA is countersigned, through a single-use vault link issued personally by a Soteria principal.

No marketing lists. No broker referrals. A Soteria principal reads every inquiry personally.
Thank you. A member of our team will reach out personally.