Financial Institutions
Coaction Financial Institutions offers excess management and professional liability coverage across a broad range of financial services companies.
Who We Insure
All Financial Institutions with a specialty focus on Asset Management, Banking, Insurance, Private Equity, REITS, etc.
Product Offerings
Coaction’s excess liability form is designed as a simple follow form:
- Can offer excess D&O, A‐Side/DIC, E&O (including, but not limited to, Bankers Professional Liability, Investment Management Insurance, General Partners Liability, Venture Capitalist’s Liability and Insurance Company Professional Liability) Employment Practices Liability, Fiduciary Liability, Employed Lawyers, Fidelity Bond/Computer Crime and blended Cyber
- Up to $10 million in capacity for optimal risks
- Available in all 50 states
- Admitted coverage available in 45 states
- No minimum premium
- No minimum attachment
- Dedicated In-House team of experienced executive liability claims examiners and specialists
- (A- Excellent), Financial Size Category X
Target Classes
Coaction insures a broad range of Financial Institutions, including:
- Asset Management Companies
- Banks and Lending Institutions
- Exchanges
- Family Offices
- FinTech Companies
- Hedge Funds
- Insurance Companies
- InsureTech Companies
- Private Equity and Venture Capital Companies
- Real Estate Investment Trusts
Underwriting Team
SVP, Professional Lines
VP, Head of FI and Commercial Public D&O
Claims
VP, Claims
