IT Risk Managers has secured a number of different carriers that will provide both Professional liability and package coverage for the FI industry, including banks, credit unions and mutual fund companies.

The financial services sector enjoys doing business with ITRM because we understand the Financial Services industry, including but not limited to, Financial Institutions, Credit Unions, Insurance Companies, Mutual Funds and Investment Advisors businesses. We are willing to educate them on insurance. Because of our product knowledge, access and expertise. We are easy people to do business with. We make life easier!

Classes of business available:

•Banks
•Credit Unions
•Savings and Loans
•Mutual Funds
•Securities Brokers
•Insurance Agents
•Insurance Companies


Coverage available:

•Professional Liability (PL): For the Advisor
•Directors, Officers & Entity Security Liability
•Mutual Fund Directors & Officers and PL Coverage
•Employment Practices Liability Coverage
•Fiduciary Liability Coverage
•Blanket Bond Coverage
•Cyber Liability Coverage
•Database Coverage