U.S. Risk Insurance Group, Inc.
Contact Us
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U.S. Risk Insurance Group, Inc.
Contact Us
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Financial Institution Insurance

Don’t you owe it to your financial institution
client to bring in an expert?

Writing coverage for banks and other financial institutions requires confidence, experience, and deep industry knowledge. A single overlooked exposure can lead to significant losses for your client. U.S. Risk Financial Services specializes in protecting financial institutions with tailored insurance solutions that address complex and evolving risks. Our dedicated team of insurance and risk management specialists will help you place accounts with confidence.

Overview of the Program from U.S. Risk

U.S. Risk Insurance Group offers a comprehensive Financial Institution Insurance program designed to meet the unique needs of banks, credit unions, and other financial entities. With access to over 100 insurance markets, we provide brokers and agents with competitive coverage options and expert underwriting support, making it easier to secure the right protection for your insureds.

Ideal Accounts and Appetite

We are looking for a broad range of financial institutions, including:

  • Community and regional banks
  • Credit unions
  • Trust companies
  • Mortgage lenders and servicers
  • Finance companies

Whether you have a small community bank or a growing financial services firm, our program is designed to scale with the size and complexity of your client’s operations.

Coverage Highlights and Advantages

We offer a suite of coverages specifically designed to address the exposures faced by financial institutions:

  • Directors & Officers (D&O) Liability
  • Employment Practices Liability (EPLI)
  • Cyber Liability
  • Fiduciary Liability
  • Bankers Professional Liability
  • Computer Crime
  • Lender Liability
  • Financial Institution Bond

In addition to broad market access, our services include:

  • Individual consultation to identify and address client-specific risks
  • Training and support for retail agency staff and their clients
  • Market negotiation for optimal terms, conditions, and pricing

Underwriting Notes and Minimum Premiums

Minimum premiums vary depending on the size, class, and coverage selected. As an Excess & Surplus Lines Broker, U.S. Risk offers both admitted and non-admitted solutions, giving you flexibility to find the best fit for your client’s needs. Accounts are evaluated individually, with a focus on risk profile, loss history, and operational controls.

Territories and Availability

This program is available in all 50 states and the District of Columbia, including AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY.

Why Work With U.S. Risk?

U.S. Risk brings decades of experience in financial institution insurance and a strong reputation for service and results. Our team acts as your partner, providing expert guidance, responsive support, and access to a wide network of specialty carriers. When you work with us, you gain more than a market—you gain a strategic ally focused on helping you protect your clients and grow your book of business.

Frequently Asked Questions

What types of accounts are a good fit for this program?

Our program is ideal for community banks, credit unions, trust companies, mortgage lenders, and finance companies of varying sizes.

What coverages are included in the program?

We offer D&O, EPLI, Cyber Liability, Fiduciary, Bankers Professional, Computer Crime, Lender Liability, and Financial Institution Bond coverage options.

Do you offer access to both admitted and non-admitted markets?

Yes, we provide access to all available markets, including both admitted and non-admitted carriers, depending on the account and coverage needs.

What support do you provide to retail agents?

We offer individual risk consultations, agency staff training, and support throughout the placement process to make sure your clients get the best possible coverage.

Is this program available nationwide?

Yes, the program is available in all 50 states and the District of Columbia.

Need help placing an account? Connect with a market specialist.

U.S. States Available

  • U.S. States Available:
  • Provider Type:
    Excess & Surplus Lines Broker
  • Admitted:
    All Available Markets
  • Carriers:
  • Carrier Ratings:
    "A" or better
  • Commission:
    varies
  • Min Premium:
    varies

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Request a Quote Now!

LOCATION

555 Marriott Dr. , 325
Nashville, TX 37214

APPLICATIONS

  • Financial Institution Application
    General instructions for completing this application form:
     
    1. Please use Microsoft Excel to complete this application
    2. Please answer all questions. If a question is not applicable, so state.
    3. The worksheet/tab "Important Notice" must be signed and dated by the President or CEO of the bank
     
    Please print this page and mail the signed original to:
     
    U.S. Risk Financial Services, Inc.
    555 Marriott Dr., Suite 325
    Nashville, TN 37214
     
    4. This application and all exhibits shall be held in confidence by Underwriters
    5. Please include the latest annual report, and (if publicly traded) the latest 10-K and 8-K reports filed to the SEC
    6. Please return this application by email as an excel attachment.

AGENCY LICENSING

To become an appointed U.S. Risk producer please visit our website at:
 
 
 
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U.S. Risk Insurance Group, Inc. has other insurance programs like Artisan Contractors Workers Compensation Insurance.