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 Travelers BOP (Business Owner's Policy). It combines property insurance – to cover damage to buildings, contents and business personal property – with liability insurance to protect you if someone sues or threatens to.
Travelers BOP includes:
- General Liability
- Business Income/Extra Expense
- Personal/Advertising Injury Liability
- Valuable Papers and 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:
- Actuarial Consultants
- Banking Financial Services
- Credit and Debt Counseling
- Financial Advisors
- Insurance Agents
- Mortgage Brokers
- Tax Preparers
Find an Agent
Need an Agent?
Get the personal service and attention that an agent provides.
Find a local agent in your area:
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 Travelers BOP, offering best-in-class coverage features and higher limits, so you can choose the level of protection you need (for example, Professional Services Premier blankets accounts receivable and valuable papers, among other important coverages, for $350,000; includes Business Income Billable Hours option for $10,000 when Business Income and Extra Expense is also include on the policy).
Related Products & Solutions
Provide benefits to your employees and protect your business when a work-related injury occurs.
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.
Insights & Expertise
Managing intellectual property can help prevent unintentionally using unlicensed software.
Offering office wellness programs at work can help employees stay engaged at work.