Financial Institutions

Our People

financial institutions bodyThe IOA Financial Institution specialists are dedicated to providing the highest level of expertise and service in an increasingly complex industry. From strengthening your financial operations within mortgage companies to credit unions or banks, our financial advocates take a unique approach to creating coverage suited to your business needs.

IOA is committed to understanding your current and future liabilities, enabling our agents to better develop a risk transfer program to provide sustainable financial stability to your company.

Our Focus


Our Products

  • Privacy liability and cyber risk
  • Class action suits involving shareholders (Directors’ & Officers’ Liability)
  • Employee dishonesty issues
  • Employment practices claims
  • Fiduciary liability issues
  • Compliance and issues
  • Financial institution bonds
  • Captive consulting
  • Collateral analysis
  • Exposure analysis
  • Mergers and acquisitions practice

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