Industries We Serve
Protecting Advice and Assets
Coverage for advisors, firms, and institutions that manage money and expertise.
Financial & Professional Services
Professional and financial firms trade on trust, and a single alleged misstep can put reputation and capital at risk. We help advisory firms, agencies, and financial institutions secure the professional liability, cyber, and management coverage that clients and regulators expect, while keeping programs efficient and defensible.
Key Exposures in Financial & Professional Services
- Professional Liability and Errors:
- Allegations of negligent advice or service are the leading exposure for professional firms.
- Fiduciary and Regulatory Risk:
- Firms handling client assets face heightened scrutiny and compliance obligations.
- Cyber and Client Data:
- Sensitive financial and personal records make firms a frequent target for attack.
- Management Liability:
- Directors, officers, and partners face claims tied to governance and business decisions.
- Employment Practices:
- Wage, discrimination, and wrongful-termination claims add a persistent layer of risk.
How We Structure Your Coverage
- Professional Liability (E&O):
- Coverage aligned to your practice area, revenue, and client contracts.
- Cyber and Privacy Protection:
- Breach response and liability coverage built for firms holding sensitive financial data.
- Directors, Officers, and Fiduciary:
- Management and fiduciary coverage that protects leadership and benefit-plan decisions.
- Employment Practices Liability:
- Defense and indemnity for the full range of employment-related claims.
Exigent's AI-driven platform puts your submission in front of the nation's leading carrier network and runs a competitive bidding process on your behalf — so financial & professional services organizations achieve the lowest risk-adjusted premium available. Put our technology to work for you at no cost.