Financial Institutions

Investing in the best insurance solutions for the financials services industry.

Confluence has strong expertise and understanding of insurance programs for investment management firms, real estate advisory services (title and appraisers), private equity and venture capital, smaller insurance carriers and depository institutions, including the following types of insurance and risk solutions:

• Property and Liability
• Cyber Liability
• Directors and Officers Liability
• Employment Practices Liability
• Crime and Fidelity and ERISA Bonding
• Errors and Omissions Liability
• Fiduciary Liability
• Representations and Warranty Coverage