Home

Insurance

 Personal Insurance
   Automobile
   Quote

   Homeowners
   Quote

 Business Insurance
   Business
   Insurance Quote

Dot-Green Technology
   Practice

Dot-Green Claims Info

Consulting

 Insurance Sales
 Financial Institution
   Products

 Risk Management
   Services

 Agency Services

About Us

Contact Us

Risk Management Services

Benefit from our more than 20 years of actual experience with Financial Institutions working with their insurance coverage and risk management.

We can assist you with reviewing:

Assumption of Risk Considerations

  • Balance Sheet
  • Income Statement

Coverage Structure

  • Deductible
  • Limits
  • Exposures

Insurance Carrier Selection/Review

  • Products & Services
  • Financial Strength
  • Relationship

Operational Considerations on Coverage Design and Risk

  The Loan Portfolio

  • Size, Composition, Underwriting Processes

  Funds Transfer

  • Transfer Amounts, Destinations
  • Customer Agreements
  • Internal Procedures
  • Review Levels

  Deposit Considerations

  • Type of Products/Funding Mechanisms
  • Processes & Procedures
  • Risk Management Procedures

Director & Officers Insurance Education

  • Individual Coverage
  • Corporate Reimbursement
  • Duties
  • Exclusions & Coverage Extensions

Claims Review/Analysis

  • Analyze Loss Activity
  • Assistance with sensitive Bond, D&O and Professional Liability Claims
  • Loss Prevention Considerations

 

Copyright © 2007 Professional Service Associates, LLC. All Rights Reserved.