Program Highlights

Complete insurance protection designed to meet the unique needs of banks, savings and loan associations, and credit unions; plus a complete range of customized property casualty products for financial institutions.

Eligible Operations Include

• Financial Institutions (Banks, Credit Unions)
• Mortgage Lenders
• Mortgage Servicers
• Trust Managers

Coverages

• Commercial Property
• Commercial Automobile Coverage
• Products include management liability coverages, financial institution bonds, and management liability policies. Products are available on both an admitted and a non-admitted basis.

Additional Coverages

• General Liability
• Full Spectrum
• Workers Compensation
• Umbrella Liability – Limits available up to $10,000,000

Submission Requirements

• Acord Applications
• Financial Institution Bond Supplemental
• Financial Institutions Supplemental Questionnaire
• Financial Institutions Fiduciary Liability Questionnaire
• Financial Institutions Management Liability Supplemental
• Financial Institutions Plastic Card Programs Questionnaire
• Financial Institutions Lender Placed and Foreclosed Property Supplemental
• Financial Institutions Mortgageholder’s Protection Supplemental
• Financial Institutions Electronic Risks Supplemental
• 3-year loss runs
• Financials (when required)