Professional Lines

Financial Institutions

Financial institutions operate in a dynamic environment filled with opportunity and
exposure. That’s where the specialists in Amwins’ professional lines practice step in.

Safeguard your clients' assets with insurance expertise and creative solutions.

From economic shifts to regulatory scrutiny, employee misconduct, and cyber risk, the challenges faced by financial institutions require specialized insurance solutions.

The professional lines specialists at Amwins have expertise in numerous coverage lines and classes. We work as an extension of your team – delivering quality coverage for your financial institution accounts in an efficient manner so you can focus on growing your business.

Top Classes

Asset managers
- Registered investment advisors & financial planners
- Hedge funds, private funds, real estate
- Private equity & venture capital
- Broker dealers and traders
- Family offices
Lending Institutions and Non-Depository/Other FIs
- Banks – community, regional and national
- Nonbank lenders and fintech
- Investment banks
- Trust companies, CDFIs, and nonprofit FIs
Insurance Companies
- P&C and Life carriers
- Insurance agents/MGAs
- Captives, Risk Retention Groups and Risk Purchasing Groups
FI Bonds
- SFAA Form 14, 15, 24, 25
Real Estate Investment Trusts
- Mortgage, Equity, and Hybrid REITs

Top Coverages

Directors & Officers Liability
- Private/nonprofit
- Public
- IPO/SPAC
- Side A
Errors & Omissions
- Bankers professional liability
- Insurance company prof. liability
- Trust liability
- Asset manager & fund liability
- Cryptocurrency Storage
Employment Practices Liability
Fiduciary Liability
Social Engineering Fraud