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Financial institutions

Markel is committed to providing insurance solutions for financial institutions. We offer a broad underwriting appetite tailored for all traditional and alternative asset managers, registered investment advisors (RIAs), banks, insurance companies, mortgage REITs, non-traditional lending institutions, and other financial institution types.

  • We offer a suite of insurance products that help provide you and your firm with the professional liability coverage you need.
  • Our underwriting knowledge and experience in the middle market and community bank risk categories allows us to help meet the insurance needs of our clients.
  • Our financial institutions claims team has knowledge and experience in adjusting claims for this dynamic sector.

Target classes

Product highlights

Product suite

  • Primary investment advisor and fund blend policy
  • Primary banking blend policy
  • Primary private company blend policy
  • Primary public company D&O policy
  • Lead side-A DIC policy
  • Lead independent director liability policy
  • Excess “pure” follow form policy

Unique coverage features

  • Blended capabilities incorporate traditional D&O and E&O coverages with separate and distinct employment practices liability, fiduciary liability, crime, bond, cost of corrections, and cyber liability coverage parts
  • Broad definitions of claim, defense costs, insureds, loss, and wrongful acts and is non-rescindable for non-indemnifiable loss
  • Limited exclusionary language
  • Admitted and non-admitted product capabilities available