Waller Knows Financial Institutions
Waller has the proven experience and flexible insurance options for a wide spectrum of financial institution professionals, including coverages for all of the below industry leaders:
- Community Banks
- Credit Unions
- Investment Advisers
- Mortgage Brokerages
- Real Estate Brokerages



With dedicated policies for financial institutions, Our portfolio includes coverage options to address financial institutions’ management liability and property/casualty coverage needs. Waller’s Financial Institutions department understands the unique risks each financial institution faces in the current banking, regulatory and insurance environments. Our Team has extensive industry knowledge and will help structure an insurance program that will help our clients effectively manage their risks. Our Waller Financial Institutions products offer comprehensive insurance coverage that can be tailored to the specific needs of each risk. Waller offers a range of insurance protection, including the below – we have the flexibility to adapt to you and your business exposures, needs and expectations!
- Professional Liability / Errors & Omissions
- Management Liability
- Mortgage Impairment
- Financial Institution Bonds
- Directors & Officers Liability (D&O)
- Cyber Security / Ransom Protection
- Employment Practices Liability (EPLI)
- Fidelity / Crime / Employee Dishonesty
- Identity Fraud Expense Reimbursement
- Kidnap & Ransom
- General Liability
- Property
- Commercial Auto
- Commercial Umbrella
- Workers’ Compensation
- Key Person Life Insurance / Buy-Sell Agreement
- Payroll
- Professional Employer Organization (PEO) / Employee Leasing
Waller will help you be ready to manage risk as you grow and expand. Contact us today to see how a free risk management evaluation can indeed help your financial institution!
Contact us today!