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Service industry insurance

Insurance for financial service businesses

We understand that you face a unique set of risks in the finance industry—from traditional non-cyber issues to data loss and fraud. Whether you are a bank, credit union, or investment advisor, we offer flexible insurance options for financial businesses like yours. We’ll get to know your financial services company before helping you determine what coverages are best for you.

Are you a national accounts broker or part of a large business looking for loss-sensitive program options? We offer specialized services for national accounts and brokers.

We can offer financial service businesses:

  1. Paid loss, incurred loss, and pre-funded workers’ compensation programs
  2. Bundled loss control services
  3. Access to risk-management tools at no charge

We focus on your risk management, so you can stay focused on your financial services

Claims happen. And when they do, our in-house claims management team is ready to help your financial services business. We can take care of subrogation, investigation, litigation, and even special instructions from you. Our customizable claims service programs allow you and your clients to be directly involved in claim administration.

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