Small Business Insurance - Financial Services
So far, so good. Your Financial Services business has managed to weather the bulls and bears, bubbles and busts, and rampaging regulations. You've worked hard to get your business to a good place, and you want to make sure it stays there. Talk to an insurer that understands the issues your financial firm is facing today, as well as the ones you'll be hearing about tomorrow. Talk to Travelers.
Financial Services Business Owner's Policy
We offer real-world, field-tested, livelihood-protecting solutions. Every program for Financial Services firms starts with our core Master PacSM Business Owner's Policy (BOP). It combines property insurance – to cover damage to buildings, contents and personal property – with liability insurance to protect you if someone sues or threatens to.
Master Pac includes:
- Property
- General Liability
- Business Income/Extra Expense
- Employee Dishonesty
- Personal Advertising Injury
- Valuable Records
- Hired and Non-owned Auto Liability Endorsement.
Who is it right for?
Small businesses offering accounting or financial planning services and insurance-related products, including:
- Accountants
- Actuarial Consultants
- Banking Financial Services
- Credit and Debt Counseling
- Financial Advisors
- Insurance Agents
- Mortgage Brokers
- Stockbrokers
- Tax Preparers
Find an Agent
Need an Agent?
Get the personal service and attention that an agent provides.
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Customize your policy with these add-ons
The very nature of your business makes you a vulnerable target for those with malicious intent, such as an opportunistic hacker or other cyber criminals. We can help with the consequences and the cleanup. When personal data is compromised, CyberFirst Essentials® – Small Business helps defend against failure to prevent unauthorized access to, or use of, customer identity information. That means we'll help cover court-awarded judgments and out-of-pocket costs, such as consulting and forensics to identify and resolve the cause of the breach, customer notification (often mandatory), credit monitoring, and public relations to help restore your reputation and keep you in business.
Customized with you in mind, these specialty endorsements supersize your Master Pac policy, offering best-in-class coverage features and higher limits, so you can choose the level of protection you need (for example, up to $350,000 limit for accounts receivable and valuable papers; computers, data and media are covered up to the Business Personal Property limit).
Related Products & Solutions
Workers Compensation
Provide benefits to your employees and protect your business when a work-related injury occurs.
Commercial Auto
Whether you have employees driving occasionally to an off-site meeting or a fleet of drivers delivering products to customers every day, protect your business on the road.
Employment Practices Liability
Protect your business from liability risks if an employee should claim wrongful employment practices.
Commercial Umbrella
A powerful layer of protection for your business when a catastrophe occurs.
Insights & Expertise
Managing Your Intellectual Property (IP)
Managing intellectual property can help prevent unintentionally using unlicensed software.
Considering an Office Wellness Program?
Offering office wellness programs at work can help employees stay engaged at work.
Guide to Ergonomics in the Workplace
Effective workplace ergonomics can help reduce employee injuries.
Related Services
Risk Control
We have one of the largest Risk Control departments in the industry, and our scale allows us to apply the right resource at the right time to meet customer needs.
Claim
Our knowledgeable Claim professionals will respond to your needs with speed, compassion, integrity and professionalism. It's our business to help keep you in business.