Corporate insurance for a broad spectrum of needs.
Who We Serve
Today’s financial institutions often offer a range of services that span insurance, banking and investment advisory operations. This blurring of traditional lines requires corporate insurance solutions that address both the depth and breadth of a modern financial services company.
With more than 500 investment advisers and investment funds insured, our dedicated underwriting staff can provide customized solutions to serve the protection needs of financial institutions of all types and sizes.
Lending institutions, including community banks, credit unions and mortgage banks
Real Estate Investment Trusts (REITs) & real estate funds
Private equity funds
Venture capital funds
What We Offer
Broad management and professional liability protection for financial institutions and their management teams. Our offering includes:
Market-leading Asset Management ChoiceSM form protects asset management firms and investment funds with eight management and professional liability coverage options, including:
The Hartford’s standalone D&O Premier Defense Policy protects financial institutions, their directors, officers and management team against the perils of securities litigation
Comprehensive Financial Institution bond and commercial crime (Fidelity) coverage protects against loss resulting from employee dishonesty, theft of property, forgery or computer system fraud, such as spear phishing
Broad property and liability coverage which may include to foreclosed property and Other Real Estate Owned (OREO), real estate for which your client’s company is acting as a trustee, and Automatic Teller Machines
Property protection from financial loss associated with securities that are lost or stolen after being mailed to customers and other financial institutions
Our risk engineering team can provide a broad range of loss control consultative and education services, including:
Free technical information papers (TIPS) on controlling losses and limiting exposures
Specialized Claims Service
We provide 24/7 claims reporting and specialized claims-handlers for specific coverages. Plus, our experienced claims and legal assistance teams can help your customers achieve the best outcomes for even the most difficult claims.