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Financial Institutions & Services

Financial Institutions & Services 


In today’s challenging economic and regulatory environment, companies that provide financial and professional services are increasingly at risk due to loss from an array of exposures and effective risk management and insurance solutions are at the forefront of virtually every corporate agenda. American Special Risk works closely with clients in the financial and professional services industries to provide effective solutions to help solve complex and ever-changing risks.


Whether you are a local community bank, a regional insurance company or a consultant in a specialty field, American Special Risk understands the risks you face and can develop an insurance program that addresses your particular needs. For more than a decade, we have provided insurance solutions for companies ranging from small start-ups providing niche professional services right up to some of the largest national banks in the country. While traditional insurance policies address a number of areas of concern, there are additional exposures unique to each organization that often go overlooked by other brokers that do not specialize in insurance for the financial institutions and  services industries. Now more than ever, you need an expert that is at the forefront of this specialized insurance market to protect your business. 

For over a decade, companies have selected American Special Risk not only because of our knowledge and expertise, but also because we are a privately-owned, entrepreneurial firm that works diligently alongside our clients to develop quality solutions quickly.  Quite simply, we deliver competitive, cost-effective, custom-made insurance solutions for targeted industries and provide higher levels of service than most clients experience at other firms.

Target Classes


  • Bankruptcy Trustees

  • Card Processors

  • Commercial Banks

  • Credit Unions

  • Hedge Funds

  • Insurance Companies, RRGs, Captives, Agents / Brokers

  • Investment Advisors / Asset Managers

  • Investment Banks

  • Mutual Funds

  • Payroll Companies

  • Private Equity

  • Real Estate Managers and Brokers

  • Securities Brokers-Dealers



  • Directors and Officers Liability

  • Employment Practices Liability

  • Fiduciary Liability

  • Fidelity and Crime

  • Kidnap, Ransom & Extortion

  • Privacy and Data Breach

  • Professional Liability

  • Property & Casualty

Anchor 1

Contact Us

Need a Quote?


We accept all applications - or you can contact us and we will send you one of ours. Submit applications, brief narrative and minimum of 3 years carrier loss runs to


Narrative/Underwriting Information:  

  • Who is the incumbent carrier including expiring term?

  • Did the incumbent non-renew? If so, why?

  • Does your agency control the account?

  • List of markets approached (including other brokers)

  • Target premium

  • Quote “Need-By” Date

11520 N. Community House Road, Suite 125

 Charlotte, NC 28277 |  Tel: 704.358.0447

Thank you. We'll be in touch right away.

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