Commercial Insurance for Insurance Companies, Investment Firms & Holding Companies

About Insurance Companies, Investment & Holding Company Insurance

Insurance companies, investment firms, and holding companies carry directors & officers liability, fiduciary liability for pension and investment management, errors & omissions for financial services, and the cyber and crime risks associated with handling significant financial assets.

Business Insurance Brokers places commercial insurance for life, health, casualty, and surety insurance carriers, title insurance companies, pension and welfare funds, investment companies, holding companies, bank holding companies, educational and charitable trusts, patent owners, real estate investment trusts, and general investment businesses. We cover D&O, E&O, fiduciary liability, cyber liability, fidelity/crime, commercial property, and employment practices liability. We serve insurance and investment companies across our 9-state service area.

Key Coverages

Unique Risks & Coverage Considerations

Insurance companies and investment firms carry D&O liability for strategic and governance decisions, fiduciary liability for managed funds, E&O for financial services and claims handling, and significant cyber liability for financial data systems. Regulatory compliance across insurance departments in multiple states adds complexity.

As an independent broker, we shop the full commercial market — including our carrier markets and other A-rated carriers that write these classes as Acceptable — and present you with competitive options for your specific operation, location, and loss history.

States We Serve

We place commercial insurance for California businesses in Los Angeles, San Francisco, San Diego, Sacramento, San Jose, Fresno, Long Beach, Oakland, Bakersfield, Anaheim and statewide — alongside our existing markets in Washington, Oregon, Idaho, Nevada, Arkansas, South Dakota, Pennsylvania, Texas, Indiana, and California.

Why Choose Business Insurance Brokers?

We are 100% focused on commercial insurance — no personal auto, no homeowners policies. That means deeper expertise, stronger carrier relationships, and better outcomes for your business. When you work with us, you get a dedicated commercial broker who understands your industry.