Financial Institutions

We offer Financial Institutions products that deliver customized management and professional liability insurance solutions to the financial services industry. Using a relationship-driven approach, we address traditional risks and create specific solutions for emerging business models, including but not limited to Fintech, which has emerged as a growing sector that disrupts the traditional ways of transacting business. Rather than utilizing incompatible insurance products, our customizable forms offer unique, innovative, and expansive solutions that squarely address these new exposures. Further, our product offering is enhanced by strategic partner alliances that allow us to offer an array of risk management and loss prevention value-added services.

Financial Institutions Targeted Business:

• Consumer Lending

• Small Business Lending

• Specialty Finance

• Mortgage Lenders

• Boutique Investment Banks

• Insurance Companies

• Institutional Broker Dealers

• Alternative Asset Management

• Other non-traditional or opportunistic placements