Fintech Insurance

Contract-Ready Coverage for High-Stakes Financial Risk

Home » Insurance By Industry » Technology Firm Insurance » Fintech Insurance: Secure High-Stakes Coverage Today

How To Get The Right Insurance For Fintech Companies

Let’s Chat

Index

Gordon B. Coyle

CEO, The Coyle Group
845-474-2924

How to get started

  • Book a free 30-minute call with our insurance expert.
  • Get your tailored Fintech Insurance quote.
  • We handle the transition and ensure zero coverage gaps.
Book a call today and get covered!

Your fintech insurance demands strategic attention:

TL;DR – The Bottom Line

Protect customer funds, data, uptime, and leadership coverage built to satisfy banks, partners, and investors.

  • The coverage stack fintechs actually need (E&O, cyber, crime/fidelity bond, D&O, plus GL/umbrella as needed)
  • The #1 gap most fintechs miss (crime/funds transfer + cyber coordination)
  • Typical partner requirements (COI, additional insured, limits, endorsements)
  • Main pricing drivers (funds movement, data, controls, claims, vendor dependency)
  • Time-to-bind (what makes it fast vs slow)

Typical starting range (early-stage):

$3,000–$10,000/year for a basic stack. Bank-partner and regulated models often run higher.

Fintech Insurance Stack at a Glance

Coverage

What It Covers

Why Fintechs Need It

Common Exclusions/Gotchas

E&O / Professional Liability

Errors in services, processing mistakes, platform failures, negligence claims

Payments errors, settlement delays, incorrect funds movement, advice exposure

Uncapped indemnity in contracts, intentional acts, criminal conduct

Cyber Liability

Breach response, extortion, incident response, privacy liability, business interruption

Data protection obligations, ransomware attacks, vendor outage losses

Waiting periods for dependent BI, insider threats, infrastructure failure without cyber event

Crime / Fidelity Bond (crime insurance with bonding language when required)

Social engineering, funds transfer fraud, employee dishonesty, computer fraud

Money movement protection, wire transfer fraud, account takeover

Voluntary parting exclusion, losses from unauthorized employees, indirect losses

D&O

Investor/board claims, mismanagement allegations, regulatory investigation defense

Fundraising protection, board seat requirements, insolvency claims

Illegal acts, prior knowledge, insured vs insured disputes

General Liability

Premises liability, advertising injury

Contract requirements, basic business operations

Professional services, cyber events, contractual liability
Get Expert Guidance!

Why Fintech Insurance Is Different

Standard small-business policies fail fintechs because they don’t account for the unique intersection of technology and financial services. The result is a coverage stack that looks nothing like standard small-business insurance, and a policy review process that requires understanding your business model, not just your industry.

Fintech companies face exposures that traditional policies weren’t designed to cover:

  • Funds movement + fraud. ACH/wire transfers, account takeover, and social engineering attacks targeting payment flows
  • Regulatory/privacy obligations. The Federal Trade Commission’s Safeguards Rule mandates specific security controls for financial institutions, including many fintechs
  • Sensitive customer info. Nonpublic personal information (NPI) and privacy requirements under SEC Regulation S-P
  • Contract-driven liability. Bank partners, processors, and enterprise clients require specific coverage language
  • Platform downtime and vendor outages. Cloud/processor dependency creates business interruption exposure

According to the Federal Deposit Insurance Corporation, FDIC deposit insurance doesn’t protect against the insolvency or bankruptcy of a nonbank company, creating additional liability concerns for fintech platforms that facilitate banking services.

Critical Fork: Are You Custodying Funds or Just Facilitating?

This distinction dramatically changes your insurance requirements:

  • Custody / Program Manager models. Require higher Crime/Fidelity limits ($2M-$5M+), explicit funds transfer coverage, and bank-grade controls documentation
  • Pass-through / Facilitator models. Lower crime limits acceptable ($500K-$2M), but E&O exposure increases for service failures
  • Hybrid models. Need careful coordination between Crime (for held funds) and E&O (for facilitation errors)

Why it matters

Banking partners and underwriters price and structure coverage differently based on whether you actually hold customer funds versus simply connecting parties. Misrepresenting your model creates coverage gaps.

What 40+ Years Taught Me About This Risk

The companies that win with insurance treat it as an enablement tool: coverage that closes deals and survives claims.

Schedule a Coverage Review

The Fintech Coverage Stack

The right fintech coverage stack depends on whether you custody funds, facilitate transactions, provide financial advice, or build infrastructure. The policies below are the core building blocks, not every fintech needs all of them, but most need at least three working in coordination.

Financial Services E&O / Tech E&O (Professional Liability)

Professional liability insurance addresses errors in your services, processing mistakes, platform failures, and negligence claims. For fintechs, this means protection when your technology or financial services cause customer financial loss.

What it covers:

  • Payments errors and settlement delays
  • Incorrect funds movement between accounts
  • Advice/recommendations exposure for wealth/robo-advisors
  • Software failures that cause financial harm
  • Breach of contract claims (where insurable)

Fintech-specific considerations:

The distinction between technology E&O and financial services E&O matters. Technology E&O covers failures of products to perform as intended, while financial services E&O addresses errors in providing financial advice or services. Many fintechs need both, or a blended policy that addresses the intersection of tech failures and financial service errors.

Service Level Agreement (SLA) and indemnity language in your contracts can become uninsurable if not carefully managed. Uncapped indemnity provisions-common in enterprise agreements-may fall outside your E&O coverage entirely.

Digital fintech insurance interface showing error alerts and protection icons in a tech office

Illustrative Example

A growth-stage fintech launched an investment platform allowing users to trade through a mobile app. A software bug prevented transactions during a multi-hour period. Lawsuits alleged wrongful interference with trading activity. The E&O policy covered defense costs up to policy limits, with the case ultimately settling after early motion to dismiss.

Cyber Liability (First-Party + Third-Party)

Cyber insurance provides crucial protection for data breaches, ransomware attacks, and privacy violations-risks that grow as your platform scales.

Coverage components:

  • First-party coverage. Incident response, forensics, extortion payments, business interruption, notification costs
  • Third-party coverage. Privacy liability, regulatory defense (varies by carrier), network security liability

Critical fintech-specific issues:

According to the National Association of Insurance Commissioners, cyber policies are highly customized and standard GL/property policies don’t cover cyber risks. This makes proper policy selection essential rather than optional.

Waiting periods

Create gaps in dependent business interruption coverage. If your payment processor experiences an outage, you may face a 6-12 hour waiting period before coverage kicks in. For high-transaction-volume fintechs, that window can represent significant revenue loss.

Panel vendors / consent requirements

Means you can’t always choose your incident response team. Many policies require using pre-approved vendors for forensics and breach response, which can slow your response time or conflict with your existing security relationships.

Must-discuss subtopics:

  • MFA requirements across all systems (commonly required by most carriers)
  • EDR/MDR deployment documentation
  • Backup testing and recovery verification
  • Social engineering training programs

Understanding first-party vs. third-party cyber coverages helps you evaluate whether your policy truly protects your business model.

Crime Insurance / Fidelity Bond (The “Money Movement” Protection)

Crime insurance protects against social engineering, funds transfer fraud, employee dishonesty, and computer fraud. For fintechs handling customer funds or facilitating transactions, this coverage is non-negotiable.

What it covers:

  • Social engineering attacks (business email compromise)
  • Fraudulent wire transfer instructions
  • Employee theft and dishonesty
  • Computer fraud (with proper endorsements)
  • Forgery and alteration

According to AIG’s Crime and Fidelity Claims Intelligence Report, social engineering fraud is now the #1 source of crime insurance losses, surpassing traditional employee dishonesty. Organizations with less than $99 million in revenue account for over half of all claims.

When “fidelity bond” is specifically required:

Broker-dealers and certain regulated models face explicit bonding rules. FINRA Rule 4360 requires member firms to maintain fidelity bond coverage with minimum amounts based on securities and funds under custody.

Cyber vs. Crime vs. E&O: Which One Pays When Money Moves?

Scenario

E&O Response

Cyber Response

Crime Response

Software bug causes incorrect fund transfer

✅ Covers client financial loss

❌ Not a cyber event

❌ Not fraud/theft

Ransomware demands payment

❌ Not professional services

✅ Extortion coverage

⚠️ May have sublimit

Employee embezzles customer funds

❌ Not negligence

❌ Not data breach

✅ Employee dishonesty

Fake CEO email authorizes wire transfer

❌ Not services error

✅ Business Email Compromise (BEC)

✅ Social engineering

Vendor outage causes revenue loss

⚠️ If contractual liability

✅ Dependent Business Interruption (after waiting period)

❌ Not crime

Hacker transfers customer funds

❌ Not professional error

✅ If unauthorized access

✅ Computer fraud (with endorsement)

The key difference

E&O covers your mistakes, cyber covers attacks, crime covers theft and fraud. Many losses involve overlapping exposures, which is why proper policy coordination matters.

Learn more about cyber insurance versus crime insurance to understand both coverage types.

D&O (Directors & Officers)

Directors and Officers liability insurance protects leadership when they’re sued over management decisions, offering crucial protection for fintech executives navigating regulatory scrutiny and investor pressure.

What it covers

  • Investor and shareholder claims
  • Mismanagement allegations
  • Regulatory investigation defense costs (varies by policy)
  • Employment-related governance claims
  • Breach of fiduciary duty allegations

Why fintechs need D&O

In regulated models, the chance of regulatory scrutiny and investor claims is higher – which is why D&O limits tend to climb quickly after Series A. D&O is often required by VC/PE term sheets before funding closes-investors want their board representatives protected.

Coverage triggers for fintechs

  • Fundraising rounds. Down rounds or valuation disputes trigger shareholder claims
  • Regulatory investigations. SEC, CFPB, state AG inquiries
  • M&A activity. Post-acquisition disputes over representations
  • Security oversight allegations. Board liability for cybersecurity failures

Typical limits by stage

  • Seed/Series A: $1M–$2M
  • Series B/C: $2M–$5M
  • Late-stage/Pre-IPO: $5M–$10M+

Supporting Policies (Only If Relevant)

  • General Liability covers premises and advertising injury-rarely the core fintech risk, but often required by office leases and basic contracts. General liability insurance has limits that should align with typical contractual requirements ($1M per occurrence is standard).
  • EPLI (Employment Practices Liability Insurance) addresses hiring/firing disputes, harassment claims, wage/hour violations. Critical for growth-stage fintechs scaling headcount rapidly.
  • Workers’ Compensation is required if you have employees. Even small tech teams need this coverage-workers comp is mandatory in most states.
  • Umbrella/Excess provides additional limits above your primary policies when partner/investor requirements demand higher coverage or when severity of potential claims warrants extra protection.
Schedule your strategy call

Insurance by Fintech Type: How Your Business Model Drives Coverage

Fintech insurance isn’t one-size-fits-all; your business model determines your primary exposures. A payments company faces different risks than a robo-advisor or a crypto exchange. The table below maps the four core fintech sub-sectors to their primary coverage needs and key regulatory bodies.

Fintech Type

Business Examples

Primary Exposures

Core Coverage

Key Regulators

Payments / Transfers

ACH processors, digital wallets, money transmitters

Wire fraud, social engineering, funds movement errors

Crime (high limits), Cyber, E&O

FinCEN, state money transmitter licenses

Lending / Credit

Online lenders, BNPL, marketplace lending

Processing errors, regulatory enforcement, data privacy

E&O, Cyber, D&O

CFPB, state banking departments

Wealthtech / Robo-Advisors

Investment platforms, trading apps, robo-advisors

Advice errors, fiduciary claims, algorithm failures

E&O (financial services), D&O

SEC, FINRA

Crypto / Digital Assets

Exchanges, custodians, token issuers, DeFi

Digital asset theft, token launch liability, key loss

E&O (E&S carriers), D&O, Crime with digital asset endorsement

SEC, CFTC, state regulators

Contract-Ready: What Partners, Banks, and Investors Actually Ask For

Contract-ready means your coverage limits, endorsements, and policy wording match your actual agreements. Without this alignment, you’ll face delays closing deals or discover gaps mid-contract.

Contract-ready = limits + endorsements + wording that matches your agreements.

Partner Requirements by Type

1. Bank/BaaS Partner / Sponsor Bank

Banking partners impose the strictest insurance requirements because they bear regulatory liability for your actions.

Typical requirements:
  • E&O: $5M–$10M limits
  • Cyber: $5M+ with specific sublimits for regulatory defense
  • Crime/Fidelity Bond: $2M–$5M (often explicit fidelity bond language required)
  • D&O: $3M–$5M (especially if you have board representation)
Special considerations:
  • Additional insured where applicable/available (often GL/umbrella; other lines vary by carrier/form)
  • Primary and noncontributory wording
  • Waiver of subrogation
  • 30-60 day notice of cancellation/material change
  • GLBA compliance. The Gramm-Leach-Bliley Act requires safeguards for customer financial information

2. Payment Processor / Card Programs / Vendors

Fintech insurance coverage visualized through connected vendor systems and compliance checklist
Typical requirements:
  • E&O: $2M–$5M
  • Cyber: $2M–$3M minimum
  • Crime with social engineering coverage
  • PCI-DSS compliance documentation

3. Enterprise Clients + MSAs

Common requirement list:
  • Limits – GL ($1M–$2M), E&O ($2M–$5M), Cyber ($1M–$3M), Crime/Fidelity ($1M+)
  • Additional insured where applicable (standard on GL/Auto; sometimes requested on E&O/Cyber depending on carrier and form availability)
  • Waiver of subrogation (where applicable)
  • Primary & noncontributory wording
  • Notice of cancellation (30+ days)
  • COI + endorsements delivery speed (often 24-48 hours)
Fintech insurance documents being reviewed in an enterprise meeting for MSA compliance

Contract Clauses That Blow Up Coverage

Certain contract provisions create uninsurable liability. Review these carefully before signing:

  • Uncapped indemnity. “Vendor shall indemnify Client for all losses” creates unlimited liability your E&O won’t cover. Negotiate caps that match your coverage limits.
  • “All losses” language. Broadens scope beyond what policies contemplate. Insurance covers “damages” but not necessarily “all losses.”
  • Broad professional services definitions. If your contract defines professional services more broadly than your E&O policy, you have a gap.
  • Assumption of third-party liability. Agreeing to indemnify your client for their own negligence or for claims by their customers often falls outside standard E&O coverage.

Pricing: What Drives Fintech Insurance Cost

Fintech insurance costs vary based on your business model, transaction volume, data handling, and security controls. There’s no one-size-fits-all premium, but understanding cost drivers helps you budget accurately.

The variables below explain why two fintechs at the same revenue level can pay dramatically different premiums, and what you can control to improve your position.

Pricing Drivers

Factor Category
Impact on Premium
Optimization Strategy

Annual Revenue + Transaction Volume

Higher revenue = higher premium

Bundle coverages for multi-policy discounts

Funds Flow Model

Custody vs pass-through vs facilitation affects crime/E&O pricing

Document your actual role in fund movement

Data Types

NPI/PII/PCI data, geography (international = higher)

Demonstrate robust data governance

Controls

MFA, EDR/MDR, wire approval processes, dual control

Implement and document controls before renewal

Claims History + Incidents

Prior claims increase rates significantly

Proactive risk management reduces frequency

Vendor Dependency

Heavy reliance on third parties increases cyber/BI risk

Vendor management program + SLA documentation

According to Secureframe’s analysis, premiums for fintech companies often start in the $5,000–$10,000 per year range for younger startups, with larger or more heavily regulated fintechs paying $15,000–$20,000+ per year.

Typical Packages by Stage

Stage

Annual Premium Range

Coverage Stack
Notes

Pre-Revenue / Seed

$3,000–$8,000

E&O ($1M), Cyber ($1M), D&O ($1M–$2M)

Light underwriting, higher deductibles acceptable

Growth (Series A/B)

$8,000–$25,000

E&O ($2M–$5M), Cyber ($2M–$5M), Crime ($1M–$2M), D&O ($2M–$5M)

Partner requirements drive limits

Scale (Series C+)

$25,000–$75,000+

Full stack with higher limits across all lines

Complex risk profile, multiple carrier layers

Regulated Model

$50,000–$150,000+

Enhanced limits + regulatory coverage endorsements

BD/RIA/crypto face premium increases

Cost Levers You Control

Control

Underwriter Impact

Claim Impact

Implementation Effort

Multi-Factor Authentication

Required by most carriers

Prevents 99.9% of account attacks

Medium – requires rollout across systems

EDR/MDR Deployment

Often improves terms (and can reduce premiums) in many markets

Early threat detection

Medium – ongoing monitoring required

Wire Transfer Dual Approval

Crime premium reduction

Prevents social engineering

Low – policy/procedure change

Security Awareness Training

Cyber underwriting credit

Reduces human error (95% of breaches)

Low – quarterly training sessions

Vendor Risk Management

E&O/cyber credits

Third-party incident prevention

High – requires ongoing assessment

Incident Response Plan (tested)

Required for coverage

Faster recovery = lower losses

Medium – annual tabletop exercises

Real-World Scenarios

The four scenarios below map common fintech losses to the specific policy that should respond, and the gotchas that determine whether a claim actually gets paid. Each involves overlapping exposures across E&O, cyber, and crime, which is where most coverage gaps live.

Scenario A: Social Engineering / Fraudulent Wire

What happened

The finance team received an email appearing to be from the CEO requesting an urgent wire transfer to a “new vendor account” for $250,000. Email was sophisticated, had a proper signature, and referenced a real internal project.

The loss:

  • First-party: $250,000 fraudulent transfer
  • Third-party: None initially

Which policy should respond

Crime insurance with social engineering coverage.

The gotcha

Many crime policies have “voluntary parting exclusion”-if the employee knowingly authorized the transfer (even if deceived), coverage may be denied. Policies with explicit social engineering endorsements cover this exposure. Additionally, some policies require “out-of-band” verification (confirming requests through separate communication channel) as a condition of coverage.

Scenario B: Vendor Outage Causes Revenue Loss + Breach Allegations

What happened

Payment processor experienced an 18-hour outage. Your platform couldn’t process transactions. During the outage, breach notification indicated potential data exposure.

The loss:

  • First-party: $175,000 lost revenue, $50,000 incident response costs
  • Third-party: Potential privacy liability claims pending

Which policy should respond

Cyber policy’s dependent business interruption coverage + third-party privacy liability.

The gotcha

Most cyber policies have 6-12 hour waiting periods for dependent BI. The first 6-12 hours of outage losses aren’t covered. Additionally, if the breach resulted from your vendor’s security failure (not yours), coverage may be limited or excluded.

Scenario C: Processing Error Triggers Client Financial Loss

What happened

A software update introduced a bug in your lending platform’s interest calculation. Over 30 days, 500 customers were overcharged by an average of $300 each ($150,000 total).

The loss

  • First-party: Refund costs $150,000
  • Third-party: Class action lawsuit filed alleging TILA violations, defense costs $200,000+

Which policy should respond

E&O insurance.

The gotcha

If your services agreement included a limitation of liability clause capping damages at fees paid, but you agreed to indemnify for regulatory violations, the indemnification may fall outside your E&O policy. Many E&O policies exclude regulatory fines (though defense costs may be covered).

Scenario D: Regulatory Inquiry After Incident

What happened

State AG opened an investigation into your data security practices following a phishing attack that exposed customer information. Investigation requires substantial legal response and potential remediation requirements.

The loss

  • First-party: $75,000 legal defense costs responding to the investigation
  • Regulatory fines: $250,000 settlement

Which policy should respond

Cyber policy’s regulatory defense coverage + D&O (for individual officer liability).

The gotcha

Not all cyber policies cover regulatory fines; many exclude fines but cover defense costs. D&O policies often include regulatory investigation coverage for individual directors/officers, but may exclude entity-level fines. The interplay between cyber and D&O creates coverage gaps if not properly coordinated.

Schedule your strategy call

Questions about Fintech Insurance?

Fintechs need a specialized stack: E&O/Professional Liability (for service errors), Cyber Insurance (for data breaches and ransomware), Crime/Fidelity Bond (for funds transfer fraud), and D&O Insurance (for leadership protection). General Liability and Workers’ Compensation round out the program. The exact combination depends on your business model-payments platforms need stronger crime coverage, while robo-advisors need robust E&O with investment advice endorsements.

Yes, especially if you handle customer funds or facilitate transactions. A fidelity bond protects against employee dishonesty and fraud. FINRA Rule 4360 explicitly requires broker-dealers to maintain fidelity bonds. Even non-regulated fintechs benefit from fidelity coverage-social engineering fraud and wire transfer scams are the #1 source of crime insurance claims.

It depends on the policy. Traditional cyber insurance excludes social engineering fraud. Crime insurance with social engineering endorsements specifically covers it. Some newer “blended” cyber policies include limited social engineering coverage, but typically with lower sublimits than standalone crime policies. If your fintech facilitates payments, you need explicit social engineering coverage through crime insurance.

E&O covers financial losses from your service failures-processing errors, software bugs, incorrect transactions, missed deadlines. Cyber covers data breaches, privacy violations, ransomware, and network security failures. Many fintech claims involve both: a software failure that exposes data requires E&O (for the service failure) and cyber (for the breach). Understanding tech E&O vs. cyber insurance prevents gaps.

Banking partners typically require $5M–$10M E&O and $5M+ cyber coverage. Payment processors may require $2M–$5M. Enterprise clients vary widely ($1M–$5M). Requirements increase with transaction volume and the sensitivity of data you handle. Always review partner agreements before binding coverage-retrofitting limits after contract signature is expensive.

Yes, almost universally at Series A and beyond. D&O insurance is often listed explicitly in VC term sheets. Investors want protection for their board representatives and assurance that leadership can make strategic decisions without personal financial risk. Typical limits: $1M–$2M for Series A, $2M–$5M for Series B/C, $5M–$10M for late-stage companies.

Usually not. Most cyber policies exclude uninsurable fines but cover defense costs for regulatory investigations and proceedings. Coverage for insurable fines varies by state and regulator. The Federal Trade Commission imposes civil penalties for GLBA violations, which are typically uninsurable. However, defense costs, remediation expenses, and legal fees responding to investigations are usually covered.

With complete information and an active policy, 24-48 hours. However, if you need endorsements (additional insured, waiver of subrogation, primary & noncontributory language), expect 3-5 business days. Some complex requirements-especially for BaaS partners-require underwriter approval and can take 1-2 weeks. Start the insurance review 30-60 days before you need the COI.

Yes. Many insurers offer “startup” programs for pre-revenue fintechs, though with higher deductibles and more limited coverage. Expect to pay $3,000–$8,000 annually for a basic stack (E&O $1M, Cyber $1M, D&O $1M–$2M). Underwriters focus on your founding team’s experience, technical controls, and fundraising traction rather than revenue history.

According to the Federal Trade Commission’s Safeguards Rule, financial institutions must implement comprehensive security programs. Applicability depends on your business model (BaaS partnerships, RIA/BD affiliation, lending, payments) and how regulators and partners classify your operations. Insurance underwriters now mandate:

  • Multi-Factor Authentication (MFA) across all systems (commonly required by carriers)
  • Endpoint Detection & Response (EDR) or Managed Detection & Response (MDR)
  • Verified, immutable backups with documented testing
  • Security awareness training for all employees
  • Patch management with unsupported systems remediated

Without documentation of these controls, expect higher premiums, coverage restrictions, or in some cases declined applications.

Yes, but through specialty (E&S) carriers rather than standard markets. Digital asset coverage typically requires: crime insurance covering theft of private keys and hot wallet losses, cyber coverage for exchange platform attacks, D&O for token launch regulatory risk, and professional liability for custody errors. Standard fintech policies often exclude digital assets entirely, you need to confirm coverage explicitly at application.

Your Next Step: Stop Guessing, Start Protecting

The risk isn’t buying insurance. It’s buying the wrong kind.

Most fintechs discover coverage gaps during a partnership negotiation, a funding round, or after a claim. By then, it’s too late to fix it affordably.

What You Get on the Call

  • Coverage map – How E&O, cyber, and crime coordinate to protect your specific business model
  • Partner requirement match – COI + endorsements aligned with your actual agreements
  • Sublimit / waiting period review – Identify gaps before they cost you a deal or a claim
  • Quote options with plain-English comparison – Side-by-side analysis of $1M / $2M / $5M options

95+

Years of Family Legacy in Insurance

40+

Years Personal Experience

95%

Client Retention Rate

600+

Educational Videos

Schedule your strategy call

This article was written by Gordon B. Coyle, CPCU, ARM, AMIM, PWCA, CEO of The Coyle Group, who has over 40 years of experience working with business owners of all sizes and industries across the US, solving their insurance challenges. Gordon specializes in helping fintech companies, technology firms, and financial services businesses develop comprehensive insurance programs that protect their operations while satisfying partner and investor requirements.

Here’s how to take the next step

Schedule Your Insurance Confidence Assessment

In our 30-minute call, you’ll discover:

  • Whether your current coverage matches your actual risks
  • If you’re getting fair value for what you’re paying
  • How your service experience compares to what’s possible
  • What questions you should be asking but probably aren’t
Schedule My Assessment Call

Not ready for a call?

Get Free Access to Our Gated Video:
“How to Finally Feel Confident in Your Coverage. “

And discover the exact system we use to help business owners eliminate hidden coverage gaps, stop overpaying, and finally feel confident in their protection.

What Peace of Mind Looks Like

Trusted by business owners across the U.S.

Read client reviews of The Coyle Group
  • The Coyle Group is 1st class! Gordon and his team are knowledgeable, responsive, and attentive to detail. Gordon is that rare breed of professional who genuinely cares for his clients and works hard to exceed their expectations. I highly recommend them.
    Jeff Carton
    Partner, Denlea & Carton, LLP
  • The insurance brokerage service was truly tailored to my needs, nothing like those big brokers who steer you toward random policies that don’t fit your profile. Thank you to the team for your help.
    Yohann Josselin
    Founder & Director, RankForge
  • I was working with another broker and having difficulty acquiring General Liability coverage. A colleague recommended The Coyle Group. They were able to get coverage bound in just a couple of business days and a policy issued in ten days, and with a solid carrier at a competitive premium. Truly impressive results, plus it was a pleasure working with them. I highly recommend the Coyle Group!
    Tim McCarthy
    Director of Operations, Dalmatian Company LLC
  • If any business is looking to work with an insurance brokerage firm that is not only excellent at what the firm does, but one that deeply values the needs of the clients, then The Coyle Group is the firm for you. Give them a call and see for yourself. I can assure that you will quickly agree.
    Dahiema Grant
    Accountant, DSG Advisory CPA

Want to know more?

See related blogs