Zurich North America connects to the Financial Services industry

As a leading financial services organization, you need an insurance provider that understands the intricacies of your business and the delicate nature of your risks.

Zurich North America has a vast array of insurance and bonding products that are specifically crafted to meet the needs of the financial services industry. In addition, our risk management tools and claim management processes aid in making the Zurich experience – unparalleled. In the midst of a changing economy, being connected to a financially strong partner with expertise in your industry is paramount.

The size and scope of your financial services organization determines which of Zurich North America’s portfolio of offerings best fits your operation.

Targeted programs include

Solutions, including Directors & Officers (D&O) liability and errors & omissions (E&O) offerings, for banks, credit unions and other depository institutions with assets > $5 billion or < $5 billion.
Professional Liability offerings for investment advisors with more than $150 million in assets under management or mutual fund companies of all sizes.
Errors & omissions solutions for insurance companies with more than $100 million in surplus and an A- rating from AM Best or bond professional liability and P&C products for all other sizes of insurance companies.
Solutions specific to the unique exposures a private equity fund and its managers face. Products crafted for private equity funds exceeding $100 million in committed capital.

Specialized product offerings include:

Property and/or casualty coverage for all types and sizes of financial services organizations.
Fidelity bond coverage.
E-business coverages and services.

Diversified Financial Institutions

Solutions for Mid-sized Financial Enterprises