Financial Institutions

Financial Institutions

Insurance for Financial Institutions

There has never been a more challenging time for an already complex industry. We understand the unique exposures financial institutions face in today’s marketplace. Unexpected loss due to fraud, robbery, counterfeiting, cyber theft, is only the beginning. Lawsuits against Directors and Lender Liability claims are reaching significant levels.

If your financial institution is operating in the global marketplace, you may have other exposures that can be mitigated by insurance coverage and risk management.

Our team has led the way in broadening coverages and keeping the marketplace competitive for credit unions. We have more than forty years of experience in providing coverage and risk management assistance to our clients. We work with A+ and A++ rated issuing carriers and deliver the best possible claims liaison. We are your advocate and we can help.

Below is a sample list of some of the coverages available for financial institutions through our partner companies.

  • Financial Institution Bond (Fidelity)
  • Plastic Card
  • Directors & Officers Liability
  • Employment Practices Liability
  • Banker Professional Liability
  • Lender Liability
  • Fiduciary Liability
  • Full Property Casualty Package
  • Foreclosed Properties
  • Force Placed Insurance
  • Repossessed Auto
  • Mortgage E&O – Impairment
  • ID Theft
  • Cyber Liability (Red Flag)
  • Safe Deposit
  • Stamp Bond

Let’s Get Started

We are ready to start preparing
your customized insurance solution.