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Financial Institution Insurance

Your Risk Level is Complicated, Let’s Simplify Protecting It

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You work in one of the most heavily regulated industries in the world. Whether you are a small boutique office or a large national chain, you need to have the right coverage to ensure your business and reputation are safe. Our experts can tailor a financial institution insurance plan that covers mistakes leading to lawsuits, fiduciary errors and omissions, cyber threats and security breaches, stolen client data, and much more. Your business is complicated enough. We can help simplify protecting it.

Consider Protecting Your:

  • Bank and credit union
  • FinTech firm
  • Investment firm
  • Mortgage company
  • Private equity or venture capital firm

Protect Yourself From:

  • Mistakes leading to lawsuits and damages
  • Fiduciary errors, omissions, or breach of duties
  • Cyber breach and stolen client data
  • Advice or service negligence or harm
  • Allegations of misrepresentation
  • Breach of contract or professional services
  • Wrongful business practices
  • Misleading advice
  • Conflicts of interest
  • Bodily injury to visitors on your premises
  • Injury or property damage caused by your employees
  • Employment-related claims
  • Burglary, vandalism, weather-related events
  • Damaged, lost, or stolen business personal property
  • False advertising, slander, or libel claims

Are you an agency owner?

We are looking for partners that are ready for the next level.

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