Financial Institutions

From outside economic influences to changing regulations and fraud, it's important for financial institutions to work with an experienced insurance partner. Our underwriters work exclusively with financial institutions to help mitigate risk and protect their people, their assets and their reputations.

We protect investment managers, lenders, insurers, and other types of financial institutions against a broad range of management and professional liability exposures.

  • Directors and Officers Liability

  • Professional Liability

  • Employment Practices Liability

  • Fiduciary Liability

  • Employed Lawyers Liability

  • Financial Institutions Bonds

  • Banks

  • Insurance carriers, agents and brokers

  • Investment management firms

  • Venture capital

  • Security broker-dealers

  • Nonprofit financial institutions

Connect with us

Dennis Schlaffer

President, Financial Institutions

Alexander Ward

Director of Financial Institutions

Related products and services

Claims

Claims handling is the cornerstone of any insurance program and it’s what sets us apart.

Risk Control

Our experts provide consultation, tailored risk assessment and mitigation strategies, to help clients keep their businesses operating smoothly and without interruption.

Management and Professional Liability

Specialized teams tailor liability coverages for businesses of all sizes.

Intact Insurance Specialty Solutions is the marketing brand for the insurance company subsidiaries of Intact Insurance Group USA LLC. Coverages may be underwritten by one of the following insurance companies: Atlantic Specialty Insurance Company, a New York insurer; Homeland Insurance Company of New York, a New York insurer; Homeland Insurance Company of Delaware, a Delaware insurer; OBI America Insurance Company, a Pennsylvania insurer; or OBI National Insurance Company, a Pennsylvania insurer. Each of these insurers maintains its principal place of business at 605 Highway 169 N, Plymouth, MN 55441. This material is intended as a general description of certain types of insurance coverages and services. Coverages and availability vary by state; exclusions and deductibles may apply. Please refer to your insurance policy or consult with your independent insurance advisor for information about coverages, terms and conditions. Some coverage may be written by a surplus lines insurer through a licensed surplus lines broker. Surplus lines insurers do not generally participate in state guaranty funds and insureds are therefore not protected by such funds.