Expertise Matters. Financial Services
Invest In Peace Of Mind.
The financial services industry has its own unique risks. That’s why you need more than someone who knows the insurance business; you need someone who understands yours. At Relation, our team includes lawyers, accountants, business professionals, and specialty brokers, all of whom have thorough experience with the financial industry and the acquisitions process.
Our Specialty Includes Yours.
We provide specialized consulting and program management for a wide variety of financial organizations that include, but are not limited to:
- Private Equity
- Venture Capital
- “Pass The Hat” Investment Teams
- Hedge Funds
- Asset-Management Operations
- Publicly Traded Alternative-Asset Management Firms
We’re With You Every Step of the Way.
We work with you every step in the placement process, making sure you understand your options so you can get the protection you need.
1. Risk Analysis: Stop Wondering if You’re Missing Something.
We’ll help you identify and measure your risks, then make individualized recommendations to eliminate, reduce, finance, or transfer them in alignment with your goals and objectives.
2. Insurance Company Selection: You Have A Friend In The Business.
We’ve built long-term relationships with insurance companies and vendors that understand the exposures unique to agribusiness. Our premium volume gives us leverage with them, which we use for your benefit.
3. Coverage Negotiation: Firmly In Your Corner.
We are your advocate and will always push for the broadest coverage and most cost-effective options, in addition to tailored policy and program enhancements specific to your business.
4. Renewal: We’ll Make It Easy.
Using as little insurance jargon as possible, we’ll prepare and present coverage terms and conditions, reviewing the advantages and disadvantages of each option.
5. Placement and Ongoing Monitoring: Looking Out For You.
Once we’ve bound the selected programs, we can continue to monitor performance throughout the year to make modification recommendations as necessary.
Providing Tailored Solutions For You.
Our analysts can assess your professional and management liability risks and tailor coverage that addresses your complex organizational structures. Our claims management experts can provide swift support, knowing your next acquisition cannot be slowed by claims processing. And our employee benefits and retirement consultant teams can tailor a program to help you to attract and retain the talent you need to compete in today’s market. While the best solution for you will depend upon your specific needs, we often partner with the financial sector in areas including:
- Professional Liability (Errors And Omissions – E&O) Insurance
- Directors and Officers Liability Insurance
- Financial Institution Bonds (Fidelity Bonds)
- Cyber Liability Insurance
- Fiduciary Liability Insurance
- Property and Casualty Insurance
- Business Interruption Insurance
- Employment Practices Liability Insurance
- Employee Benefits
- And More
Know For Sure: Request An Insurance Review.
Are you adequately protected against the specific risks your business faces on a daily basis? Are there gaps in your coverage? See what a review of your current policies uncovers. You may find that you already have exactly what you need. You may find otherwise. Either way, you deserve to know for your peace of mind.