Financial Lines Insurance Solutions

Our Financial Lines team are experts in identifying, analysing, negotiating and managing the following financial lines insurances: Professional Indemnity, Directors’ and Officers’ Liability, Crime, Investment Managers Insurance, Trustees Liability, Prospectus or Initial Public Offering liability and Employment Practices Liability.

Understanding each of our client's unique needs

Financial Lines Insurance solutions must be tailored to be effective as risks differ from industry to industry, and from corporation to corporation within a particular industry. We will work with you to develop a bespoke solution to meet your insurance needs.

We start by gaining an understanding of your business, your exposures and risk appetite to determine what matters the most to you and to your business. Combined with our intimate knowledge of professional and executive risks facing corporations, this enables us to communicate your true risk profile to insurers. By providing insurers with confidence, our approach allows us to achieve more competitive and appropriate policy terms than would otherwise be realised.

You will achieve greater program, marketing and service efficiencies as we follow fundamental processes that have developed through our years of market and client experiences.

As part of the process we will:

  • agree a timetable with you that deals effectively with renewal and other services, and take into account your internal reporting requirements
  • assist you with preparation of a submission which accurately and truly presents your risk
  • involve you as necessary, in the positive presentation of your risks to insurers
  • as your risk advocate, ensure your risks are fully understood by insurers
  • and present you with alternatives so you are able to make decisions on a fully informed basis

Your insurance needs extend beyond an annual policy renewal. We understand that, and know that excellent service is the key to a successful partnership. Our team has a flat professional structure which is designed so that senior brokers provide personal service to each of our clients. A team of brokers works with each client to ensure the highest quality of service is accessible and is provided on a continuous basis.

Your service team maintains responsibility for management of claims. In addition to acting as your insurance broker, we will also act as your claims advocate with the insurer. There is no disconnect between the range of services your insurance broking service team will provide. Our team have significant claims management experience and will work with you to ensure you get your cover entitlement in a timely manner.

Our Clients

Our client base is diverse but features those companies who seek ultimate protection for their professional and executive risks. We are proud to work with publically listed general insurance companies and financial institutions, medical-related services companies, leading law firms, accounting and business advisory firms, listed and private financial services companies, and residential and commercial property firms.