Financial Institutions

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.

Our Target

  • Investment advisers
  • Insurance companies
  • Lending institutions, including community banks, credit unions and mortgage banks
  • Real Estate Investment Trusts (REITs) & real estate funds
  • Mutual funds
  • Private equity funds
  • General partnerships
  • Hedge funds
  • Venture capital funds

What We Offer

Reliable Risk Engineering

Our risk engineering team can provide a broad range of loss control consultative and education services, including:
  • Emergency preparedness
  • Premises safety
  • Cyber security
  • Ergonomic evaluations
  • Return-to-work programs
  • 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.

Find a HFP Underwriter

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For Financial Institutions