Banking & Finance


Take this to the bank and cash it.

When you work with sensitive financial information, risk is just a part of your day to day. The potential of a loss or lawsuit can be stressful, but when you have insurance that fits your individual needs as a professional, you can rest easy knowing that you and your business are protected.

Connect with our specialized advisors and find out how insurance can play a role in protecting you financially.


Products & Coverages

Errors and Omissions

We’re all human, which means we aren’t perfect. Errors and Omissions insurance is designed to protect you in case of errors or mistakes that are made while providing your clients with professional service or advice.

Office Contents

Your office is a place where first impressions are formed and trust is built. In order to do that properly, you need to fill your office with a variety of job-specific items. Protecting these items is essential in order to get you and your practice back up and running in the event of a loss.

Cyber Insurance

If your business stores sensitive client information, bank records, or any other vital information on its computer systems, then this coverage is essential. As a business owner, it’s important to be realistic about the risk cybercrime poses. To protect yourself fully, you’ll want to talk to one of our advisors who can help you assess your situation.

General Commercial Liability

Don’t let a potentially substantial lawsuit be the undoing of all your hard work. Accidents happen, and if one does – having a general commercial liability policy is essential.

Connect with our team of experienced advisors so we can help analyze your risks and match you with the best protection options for your unique needs.


Group Benefits

Most business owners agree, their employees are the lifeblood of their business, which makes the attraction, retention, and most of all the well-being of your employees a top priority. Employee group benefits are an effective way of making sure the hardworking talent you attracted not only continues to work, but continues to work for you!

Already have a plan in place? It may just be time for a review. Let our experienced team help make sure your plan is competitive and running smoothly.

Book your free review today.