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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

Paul Schiavone

M +1 (973) 532-1957


VP, Head of FI and Commercial Public D&O

Anton Lavrenko

M 1+ (718) 503-4540



VP, Claims

Tania Torno

B +1 (973) 532-1482