Broker Dealers and Investment Advisers E&O
A Policy Tailor Made for Broker-Dealers and Investment Advisers
Scores of insurance companies offer vanilla Errors & Omissions policies. These standard policies tend to exclude certain risks that leave broker-dealers and investment advisers unnecessarily exposed. Often times they aren't even aware of the coverage gaps because they aren't working with a specialist agent who has the expertise to know and appreciate the risks that broker-dealers and investment advisers face in this ever changing maketplace.
In partnership with specialist distributors who have unique insight into the risks broker-dealers face, ProSight Specialty has developed custom-tailored insurance solutions addressing these risks. ProSight also employs a hands-on approach to claims coupled with our sophisticated underwriting knowledge which enables us to write tough classes.
Sold Exclusively Through Specialists
ProSight partners exclusively with select distributors who have a deep understanding of their customers. For this program, we work with 2 companies that have extensive experience with broker-dealers and investment advisors - Crump Insurance Services and Cadence Insurance Brokers. Learn more about these companies or visit their website by clicking on the links under their logos.
Program Highlights
- Nationwide
- Expert risk consultation advice provided by a legal specialist
- Primary or Excess basis
- Target Classes: Securities Broker-Dealers, Registered Investment Advisors
