Commercial Insurance

Insurance for Financial Services

A Broker You Can Count On

When choosing an insurance provider, it’s important to pick a broker and risk management professional who understands your business. Our team has years of experience and has crafted insurance and risk management solutions to address your risks.

Frequently Asked Questions

Liberty has access to a unique program for Alternative Asset Managers, Hedge Funds, and Private Equity Companies; which regularly saves over 30% on Workers’ Compensation premiums for our Clients.

As our Client, we will provide risk management services to help reduce the chances of having claims and our team of onsite Claims Advocates will help get claims resolved faster while lowering reserves. A holistic approach is always required to achieve long term success.

Contact Us for a proposal, even midterm, to see how much you can save!

Our programs are backed by “A” rated insurance carriers and have been designed specifically with your business in mind. We also have access to all major global insurance markets.

We are here to consult with our clients to find the right risk management solutions for their business as we become an extension of your team.

  • Exclusive Workers’ Comp Program with a Dividend for good claims experience (excluding California)
  • Errors & Omissions
  • Directors & Officers
  • Workers’ Compensation
  • Cyber Liability
  • Crime Coverage/Fidelity Bonds
  • Fiduciary Coverage
  • General Liability
  • Automobile
  • Property
  • Employment Practices Liability
  • Group Employee Benefits
  • HR Support & Assistance
  • Safety Plans & On-Site Training
  • Ergonomic Assessments
  • Contract Review
  • In-house Claims Management & Advocacy Team
  • Risk Mitigation Consulting

Featured Broker: Jon Axel

Jon brings over 29 years of experience to Liberty, with an extensive background in Property, Casualty, and Financial insurance products.

As the Financial Institution group practice leader, he is responsible for overall coverage, risk control, claims handling, and insurer/client relationships

Having focused on the needs of Financial Institutions for the past 20 years, Jon and his team have developed a deep understanding of the operational risks faced in the industry and cultivated insurance products and risk management support to meet those challenges.

How It Works

We understand that clients have diverse needs. Our strength lies in our ability to consistently provide custom solutions and project management to help guide businesses to make smart insurance decisions. Get covered in just four easy steps!

1. Discuss Your Needs

2. Obtain Partner Quotes

3. Review Your Options

4. Bind Your Coverage

Request a Quote

2. ZoomInfo Form - Contact Us

Existing Liberty Client Information

Certificate of Insurance Information

Name of Certificate Holder
Name of Certificate Holder
The general turnaround time for COI requests is 48 hours. All requests for Certificates of Insurance must be approved by our Insured for processing. Please be advised, this could cause a delay in your request.

Evidence of Insurance Request

Name of Liberty's Insured
Name of Liberty's Insured

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