A Broad Appetite and a Focus on Service

Our Financial Lines team is a leading national Directors and Officers and Professional Liability wholesale facility with exclusive program access for companies across the United States. We can also assist in placement for Employment Practices Liability, Fiduciary, Cyber Liability, Kidnap and Ransom, Workplace Violence and Fiduciary Liability. We are based in NY, Boston, Miami, Los Angeles and Cincinnati and represent the majority of the admitted and surplus lines insurance carriers that focus on financial lines insurance in the United States.

We have a broad appetite and market leading experience creating D&O solutions in the following areas: micro, middle market and large clients in the private, public and nonprofit space. In addition we bring unique value with startups that perhaps do not have financials or a claims history, employ stock ownership plans, substance abuse facilities, managed care and portfolio company businesses.

Our E&O solutions include significant number of A&E and related design professionals, as well as lawyers, accountants, public officials, allied health diagnostics, media professionals, financial advisors and environmental risks. We also have a niche in the tech E&O space and great success in cyber liability.

We pride ourselves on our service and our level of expertise. We are able to add market leading value through our technical knowledge & expertise, advisory services, market relationships, and claims advocacy. Many members of our team have underwriting, retail and wholesale experience. We understand the pressures at a holistic level. We are here to help.

In addition to our placement services we have in house binding authority for a number of key coverage lines. Please click here for a full list and description of each.

Directors and Officers Solutions

  • Micro, middle market and large clients
  • Private, public and nonprofit entities
  • Startups
  • ESOP
  • Substance abuse facilities
  • Managed care facilities
  • Portfolio company businesses

Errors and Omissions Solutions

  • Architects and engineers and related design professionals
  • Lawyers
  • Accountants
  • Public officials
  • Allied health diagnostics
  • Media professionals
  • Financial advisors
  • Environmental risks
  • Cyber liability