Insurance Solutions for Financial Institutions

Financial Institutions

Understanding Insurance for Financial Institutions

Invest in Your Risk Management Program

The financial institution sector is complex with unique risks that demand tailored insurance solutions. From cybersecurity threats to regulatory changes, you face evolving challenges that require protection. The ever-changing regulatory landscape adds further complications, highlighting a need for a proactive approach to compliance and risk management.

Comprehensive coverage is vital to ensure financial stability in the face of unforeseen events. At CBIZ, we understand the financial industry and offer expertise in developing insurance solutions tailored to address your unique risks.

Partner with our advisors to safeguard operations, protect assets and maintain confidence in your ability to thrive amidst uncertainty.

Financial Institutions We Cover

We offer protection to a wide range of financial organizations including:

  • Community Banks
  • Financial Institutions
  • Credit Unions

Tailored Insurance Coverage for Financial Entities

We provide a range of insurance options, including professional liability insurance, designed to safeguard your business and assets in today's ever-changing financial landscape. Find tailored coverage solutions for various financial institutions to ensure comprehensive protection including: 

  • Directors & Officers
  • Cyber Liability
  • Employment Practices Liability
  • Errors & Omissions
  • ERISA Fidelity
  • Fidelity & Crime
  • Fiduciary Liability
  • Kidnap & Ransom
  • Identity Fraud Expense Reimbursement
  • Financial Institutions Bond
  • Professional Liability Insurance for Financial Institutions
  • Property Casualty for Financial Institutions

Resources & Articles for Financial Institutions

Flyer: Banking Insurance Overview

Flyer: Credit Union Insurance Overview

Article: 8 Common Exposures Financial Institutions Face

Video: How CBIZ Bank Insurance Program Can Help Your Financial Institution

Web: Visit CBIZ’s Banking & Financial Services National Practice Resources

Consult With Us Today

Risk Management and Insurance Consulting for Businesses

Our trusted advisors provide strategic insurance solutions, from risk management to executive risk, that address your unique pain points and goals.