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Small Business Insurance Solutions for Financial Institutions

CNA brings over 20 years of expertise in serving small financial institutions and private equity firms. We collaborate with agencies to deliver customized solutions tailored specifically for the financial services industry.

Learn More

Email: sbsalesagencysupport@cna.com

Call: 866-891-7247

Or start your quote now on CNA Central

Download: Financial Institutions Flyer

Key CNA Connect® coverages available include:

  • Cyber Liability via our Data Breach and Privacy Event Expense – available for all FI/PE classes
  • Passport Access Endorsement to provide property and casualty coverage for firms with foreign travel
  • Choice Extra provides a wide range of property coverage enhancements, including a $250K blanket limit for specified coverages, at a nominal price

Small Business products available include:

  • Workers' Compensation (monoline available)
  • Commercial Auto
  • Umbrella

CNA Highlights

125+ Years of experience

7th Largest U.S. commercial insurer*

Financial Strength Ratings:

  • A+ S&P
  • A A.M. Best
  • A2 Moody's
  • A+ Fitch

*S&P Global Market Intelligence as of 4/5/2024

OUR COVERAGES

 

All FI/PE classes are available for self-quoting and binding in CNA Central without the need for underwriter referral based on class. Standard coverages for our financial institutions policies include:

  • Accounts Receivables up to $25K on and off premises
  • Computers, laptops, PDAs, software and data up to $50K on premises and $25K worldwide
  • Damage to Premises Rented to You automatic liability coverage of $1,000,0000
  • Business Income and Extra Expense coverage includes electronic data processing equipment and electronic media and data as covered property, with only a 12-hour waiting period and on an Actual Loss Sustained basis
  • Employee Dishonesty and Forgery & Alteration up to $25K
  • Money and Securities up to the Business Personal Property limit
  • Blanket Additional Insured – Liability Extensions, which includes 11 types of additional insureds most commonly required per contract, along with blanket Waiver of Subrogation and Primary Non-Contributory, and Personal and Advertising Injury Extension for Discrimination and Humiliation
  • Identity Theft/Recovery for business owners included at $25K

 

OUR APPETITE

 

Our extensive appetite across the financial services spectrum enables agents to offer comprehensive solutions for a diverse range of businesses.

  • 62111 Financial Planners – Consultants
  • 67990 Investors
  • 64112 Insurance Agents
  • 62111 Commodity Brokers
  • 62111 Stockbrokers
  • 65312 Title Agents, Abstractors and Closing Agents

 

One or more of the CNA companies provide the products and/or services described. The information is intended to present a general overview for illustrative purposes only. It is not intended to constitute a binding contract. Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions and exclusions for an insured. All products and services may not be available in all states and may be subject to change without notice. “CNA” is a registered trademark of CNA Financial Corporation. Certain CNA Financial Corporation subsidiaries use the “CNA” service mark in connection with insurance underwriting and claims activities.

 

REASONS TO CHOOSE CNA'S SMALL BUSINESS

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Our Workers’ Compensation capabilities focus on providing protection to your client’s most valuable asset – their workforce.

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CNA Connect®, our flagship business owner’s policy (BOP), provides the foundation for broad coverage for businesses with up to $30M in revenue.

 

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