Industries We Serve
Property & Casualty

From community banks to investment advisors, we understand the inner workings of financial entities. Combine that knowledge with specialty insurance expertise and the result is an exceptional approach to asset protection. We can craft a thorough package of coverage combining all aspects of liability and property and casualty insurance.

Our Coverages Include


  • Bucket limit of $500,000
  • Electronic data processing coverage
  • Extra expense
  • Valuable information property
  • Fine arts
  • Accounts receivable
  • Backup of sewers and drains
  • ATM coverage available
  • Tenant improvements and betterments

General Liability

  • Blanket additional insured
  • Broadened named insured
  • Damage to premises rented to you

Additional Coverages

  • Workers compensation
  • Auto including repossessed auto
  • Umbrella
  • Worldwide protection
  • Ability to secure foreign local policies with our extensive foreign correspondent network

From the assets in the safe to the customer information in your system, our Financial Services team understands the range of risks faced by banks. Our team can craft unique packages of specialty insurance coverage for deposit-taking financial institutions with less than $3 billion in assets.

Our Products Include

Management and Professional Liability Policy

  • Insuring agreements include D&O, employment practices, fiduciary liability, lender liability, bankers professional liability, and trust errors and omissions
  • Ability to provide shared or separate limits, including separate Side A limit
  • Option for third-party harassment or discrimination coverage under employment practices liability
  • Lender liability and bankers' professional liability to include claims brought by any third party

Cyber Liability Policy

  • Coverage includes: failure to protect private or confidential information; denial of access; libel, slander or defamation; infringement of copyright; and claims brought by regulators
  • Option to purchase first-party expense coverages

Financial Institution Bond

  • No aggregate limit
  • Coverage for counterfeit checks and self-storage boxes Kidnap and ransom insuring agreement includes cyber extortion
  • Coverage for wire transfers initiated by fax, voice, or email
Collateral Lines

Our team of experts understand the myriad of exposures, and types of losses that could impair collateral.

Our Products Include

Mortgageholders Coverage Program (MCP)

  • Mortgageholders Interest in collateral property owned by the borrower
    • Damage to property when borrower’s insurance has lapsed
    • Balance of perils (perils other than those required by the mortgage)
    • Government confiscation of Real Property
    • Loss due to errors or omissions in filing loan security
  • Foreclosed Property coverage for errors or omissions in placing insurance
  • Mortgageholders Liability covers mortgage servicing errors or omissions in:
    • Maintaining property (and packaged liability) insurance
    • Maintaining mortgage life/disability insurance
    • Purchasing title insurance
    • Insuring property held in trust
    • Paying real estate taxes
    • Determining flood zones
    • Serving as a document custodian


Foreclosed and Trust Property Package

  • Property and General Liability
  • Scheduled Locations
Connect with Us

We are a team of experts with vast industry knowledge who deliver deep technical expertise, accessibility, creativity and speed to our customers. Connect with us today.