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Published byPosy Shelton Modified over 9 years ago
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a division of Financial & Professional Risk Solutions, Inc. In California: Financial & Professional Risk Solutions Insurance Agency, Inc. 1 ALWAYS A LEADER MBA Endorsed since 1952
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a division of Financial & Professional Risk Solutions, Inc. In California: Financial & Professional Risk Solutions Insurance Agency, Inc. 2
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a division of Financial & Professional Risk Solutions, Inc. In California: Financial & Professional Risk Solutions Insurance Agency, Inc. 3 Who is Bankers Insurance Service? An insurance underwriting manager serving the financial services industry since 1952, with an emphasis on mortgage lending operations.
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a division of Financial & Professional Risk Solutions, Inc. In California: Financial & Professional Risk Solutions Insurance Agency, Inc. 4 Three disciplines that make the nucleus of our company: Industry KnowledgeIndustry Knowledge Operational ExcellenceOperational Excellence Product LeadershipProduct Leadership
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a division of Financial & Professional Risk Solutions, Inc. In California: Financial & Professional Risk Solutions Insurance Agency, Inc. 5 Risk Classes –Companies engaged in the mortgage lending industry including: Mortgage Bankers Mortgage Brokers Banks Credit Unions Life Insurance Companies Governmental Agencies Other Financial Institutions
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a division of Financial & Professional Risk Solutions, Inc. In California: Financial & Professional Risk Solutions Insurance Agency, Inc. 6 –Mortgage Bankers Bond Fidelity Bond and Errors and Omissions (E&O) –Professional Services Liability –Directors and Officers Liability (D&O) –Mortgage Impairment (MIP) –Privacy Liability and Breach Response –Surety Bonds Products
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a division of Financial & Professional Risk Solutions, Inc. In California: Financial & Professional Risk Solutions Insurance Agency, Inc. 7 Why Bankers… 50+ years of combined Financial Institution underwriting experience Bankers will work with you to determine which coverage, limit and deductible would be appropriate for your firm’s individual needs Will work direct or through your insurance broker Marketing and Sales staff dedicated to contact and service issues Bankers is endorsed by the following organizations:
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a division of Financial & Professional Risk Solutions, Inc. In California: Financial & Professional Risk Solutions Insurance Agency, Inc. 8 Bankers Offers Service... Quotes – 10 business days or less Applications – Available via Website www.bankersinsuranceservice.com *Competitor Applications are acceptable prior to binding Access via: Phone – (800) 323-2743 Fax – (312) 381-6195
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a division of Financial & Professional Risk Solutions, Inc. In California: Financial & Professional Risk Solutions Insurance Agency, Inc. 9 For more information: Tom Delaney Managing Director 312.381.3722 tom.delaney@bankersinsuranceservice.com Chicago, Illinois Sam Ackerman Director of Underwriting 312.381.3770 sam.ackerman@bankersinsuranceservice.com Chicago, Illinois Maria Heller Director 800-689-3965 maria.heller@bankersinsuranceservice.com Albuquerque, New Mexico Bob Handler Senior Underwriter 312.381.3731 bob.handler@bankersinsuranceservice.com Chicago, Illinois For more information on Bankers Insurance Service products, see the Product Details attachment
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a division of Financial & Professional Risk Solutions, Inc. In California: Financial & Professional Risk Solutions Insurance Agency, Inc. 10 How can we help you generate non-dues revenue? Royalties Sponsorships Educational Programs Thank you For more information and program details specifically tailored for your association please contact John O’Mara at 312.381.3728 or john.omara@bankersinsuranceservice.com.
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