We are Texas native and Dallas local. We know the Texas insurance landscape and the unique needs our businesses have.
Financial Institution Insurance: We help you manage your risk so you can manage the assets of others.
Elevate Global Insurance Brokers has flexible insurance options for a wide spectrum of financial institution professionals, including coverages for banks, credit unions, insurance companies, investment advisers, hedge fund, and mutual funds, venture capital, and private equity firms.
Financial institutions exist in a world of risk and uncertainty and face a number of unique exposures. Elevate Global Insurance Brokers can provide financial services businesses and institutions the coverage needed to operate safely for even the most complex risks and transactions.
With dedicated policies for financial institutions, Elevate Global Insurance Brokers offers a range of insurance protection, including D&O, cyber, professional liability, financial institution bonds, ID fraud expense reimbursement and a full portfolio of property/casualty coverages. We use our expertise to tailor your policy, whether you need standalone coverage or a suite of coverages. We get to know your business, what's important to you, and have many coverage options that have the flexibility to adapt to you and your business.
Whether you require Directors and Officers Liability, Employment Practices Liability coverage, Fiduciary Liability, Professional Liability or you need more specialized coverage to protect your business, Elevate Global Insurance Brokers is a one-stop insurance solution
We give your company the security and assurance you need to operate in a safe and sound manner. Our product suite includes:
Every day, you help grow and protect other people's businesses and investments - but financial services businesses and institutions need to protect themselves, too.
It’s worth exploring the insurance options available to your financial services company or institution. We’ll partner with you to design insurance coverage that will protect your company, no matter your business size, industry, or location.
We value your time and know that running a business is not easy and you you have a lot on your plate. At Elevate Global Insurance Brokers, we are here to not only protect your business, investment, and employees, but also help make your life a bit easier.
Being an independent insurance agency, we are not tied to specific carriers or products. We get to know your business and by accessing many resources and analyzing the coverage that each provides, we tailor your policy to your unique business needs so you never spend more than needed.
We have industry expertise and will explain everything simply & thoroughly so you understand what you’re buying. We will also recommend additional protection if you need it, but we will neveruse hard-sell tactics or try to sell you coverage that you don’t need. You are always welcome as many questions as you need to feel 100% comfortable and safe with your insurance.
Convenient, Friendly Service
We’re committed to protect what you’ve worked hard to build. Our honesty and clarity ensure you make wise insurance decisions, and our top-notch service differentiates us from the competition.
Let us show you how we can find a better insurance policy to protect your business for less than you might expect.
We are on your side and here for you any time you need us.Give us a call or email if you have any questions on how we can protect your property or would like a free quote.
Banks and Diversified Financial Institutions
Financial Auditing or Consulting
Investment Banking and Securities Dealing
Investment Portfolio Management
Lenders and Lending Services
Mortgage and Nonmortgage Loan Broker
Real Estate Investment Trusts
State Commercial Bank
State Credit Union
Trust Portfolio Management
Learn how to best keep your clients safe & protect your reputation from leading global cyber security Bill Kleyman
We're part of your community. We will always be here for you. We know what special challenges your business may face, whether it be a storm that hit our area hard or local regulations affecting the way your business operates.
2900 McKinnon Street, Dallas, TX 75201
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