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Financial Institutions

Specialized underwriting for financial institutions
Old Republic Professional's dedicated Financial Institutions team focuses exclusively on the management and professional liability exposures facing financial services organizations.
Backed by decades of underwriting expertise and claims experience, we provide customized insurance and risk transfer solutions for asset managers, lending institutions, insurance companies, and other financial institutions navigating an increasingly complex risk environment.

Coverage Areas for Financial Institutions

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InvestPRO

InvestPRO is a comprehensive management and professional liability solution tailored for financial institutions. Developed by Old Republic Professional's Financial Institutions team, it combines key coverages into a coordinated insurance platform designed to address the unique risks facing financial services organizations.

InvestPRO serves investment advisers, asset managers, hedge funds, private equity firms, venture capital firms, private funds, and other financial institutions.

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Directors & Officers Liability

Old Republic Professional provides D&O coverage for financial institutions on a primary and excess basis, including Lead Side-A and Excess Side-A. Coverage is available on admitted and non-admitted paper and may be written as part of InvestPRO or within a standalone management liability placement.

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Employment Practices Liability

Old Republic Professional provides Employment Practices Liability coverage for financial institutions on a standalone basis or through InvestPRO. Whether evaluating a new placement or reviewing an existing program, our team can discuss available coverage structures and help determine the right approach for your organization.

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Fiduciary Liability

Old Republic Professional provides Fiduciary Liability primary coverage on a standalone basis, structured to address exposures associated with the administration of employee benefit plans. Written independently, our standalone fiduciary coverage allows limits and structure to be aligned to the institution’s plan responsibilities and related obligations.

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Fidelity Bonds

Old Republic Professional provides Fidelity Bonds for financial institutions, structured to address loss arising from dishonest or fraudulent acts and other specified crime-related exposures. Coverage is written on a primary basis, allowing structure and limits to be aligned to the institution’s operations and internal controls.

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Excess

Old Republic Professional provides excess capacity across its lines of business for financial institutions, supporting layered program structures above underlying primary coverage. Contact our team of insurance experts to learn more.

Connect with Us

Have a submission or question? If you already work with an Old Republic Professional underwriter, please continue to reach out to your contact directly.

New to Old Republic Professional? Visit our team page to connect with a Financial Institutions underwriter.

Other Segments We Serve

Public Companies
Public Companies
Public CompaniesCoverage structured for public companies with exposures tied to disclosure obligations, regulatory oversight, and shareholder activity.View Segment
Private Companies
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Private Companies
Private CompaniesD&O and management liability for privately held companies.
Not-for-Profit Entities
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Not-for-Profit Entities
Not-for-Profit EntitiesManagement liability coverage for nonprofit organizations.