Financial Institution Insurance Wholesaler

At Telamon Insurance, we partner exclusively with independent insurance agents to help you place complex and specialized risks for financial institutions. As a trusted wholesaler, we deliver access to a wide network of carriers, deep underwriting experience, and customized support, so you can confidently serve clients in the banking, finance, and credit union sectors.

What Types of Financial Institutions Can Telamon Help You Place Coverage For?

Telamon Insurance works with a broad range of financial entities, from traditional community banks to fintech startups. If your client provides financial services, we likely have a market to support their needs. Eligible operations may include:

  • Community and regional banks
  • Credit unions
  • Trust companies
  • Mortgage lenders and brokers
  • Investment advisory firms
  • Private equity and venture capital firms
  • Asset and wealth managers
  • Payment processors and fintech firms

 

Each institution faces its own regulatory landscape and risk profile. Our specialized programs are designed with flexibility in mind, helping you find the right fit for unique exposures.

Get Connected!

Financial Institution Insurance Wholesaler

What Coverages Are Commonly Sought for Financial Institutions?

The financial sector presents highly specialized liability risks that require thoughtful placement. Through our carrier relationships, we can offer access to markets that may support coverages such as:

  • Directors & Officers (D&O) Liability
  • Errors & Omissions (E&O) / Professional Liability
  • Cyber Liability and Data Breach Response
  • Employment Practices Liability (EPLI)
  • Fiduciary Liability
  • Financial Institution Bond / Crime
  • Lender’s Single Interest (LSI)
  • Force-Placed Insurance

Some programs may also offer access to Property, General Liability, and Umbrella coverage, depending on carrier appetite and underwriting guidelines.

We’ll work with you to understand your client’s operations and help navigate available markets that best align with their risk profile.

How Does Telamon Support Independent Agents?

We believe independent agents deserve wholesale partners who offer more than just carrier access. At Telamon Insurance, we aim to empower your growth by acting as your behind-the-scenes partner.

Here’s what you can expect:

  • Responsive underwriting support – Fast turnarounds, thoughtful reviews, and transparency throughout the process
  • Specialized expertise – Our team understands the nuanced exposures of financial entities and can help you frame the risk effectively
  • Multiple carrier relationships – We maintain appointments with top-rated insurers that serve the financial industry
  • Application assistance – We help identify the correct supplemental applications and required documentation to streamline submissions
  • Post-bind servicing – Our commitment doesn’t stop at quoting; we’re here to help manage renewals, endorsements, and audits

 

We’re here to make your job easier and your client relationships stronger.

Are There Minimum Premiums or Volume Requirements?

We welcome both new and experienced agents. Telamon Insurance does not require production commitments or minimum volumes to submit. Whether you have one submission or a growing book in the financial space, we’re ready to work with you.

Minimum premium thresholds vary by carrier and class of business, but most specialty programs in the financial sector begin around $5,000–$10,000 annually. We’ll help you set realistic expectations and align the submission with the right market to improve quoting success.

What Is the Submission Process Like?

We strive to make the process simple and efficient for our agency partners. Most submissions require:

  • Completed ACORD applications
  • Supplemental applications (carrier-specific)
  • Five-year loss history (if applicable)
  • Recent financials (for certain classes)
  • Organizational structure or ownership details

 

Once we have a complete submission, we typically turn around quotes within 5–10 business days, depending on market response times and underwriting complexity.

Our team is available to help you prequalify opportunities and confirm carrier appetite before you begin gathering documents.

Financial Institution Insurance Wholesaler

Why Choose Telamon as Your Financial Institution Insurance Wholesaler?

Financial institutions need more than generic business insurance. They require carefully structured programs tailored to regulatory oversight, cyber threats, and fiduciary responsibilities. That’s where Telamon comes in.

We’ve spent years cultivating relationships with insurers that understand the intricacies of the financial services sector. Whether you’re placing a package for a growing regional bank or seeking coverage for a fintech startup, our team can help you find the right path forward.

Our mission is to help independent agents like you win and retain high-value clients by delivering specialty wholesale access without the red tape.

Ready to Learn More?

We’re here to support your next financial institution submission, whether you’re exploring options or ready to move forward. Reach out to get started. You’ll receive updates as your submission progresses, and our underwriting team will guide you through each step.

At Telamon Insurance, we don’t just connect you to markets; we help you deliver tailored solutions your clients can trust.

Contact the Experts