Corvus Financial Institutions

Reimagine commercial insurance for financial institutions with a suite of fully customizable products.

Corvus has flexible insurance options for a wide range of financial institutions on a primary and excess basis, including coverages for banks, credit unions, insurance companies, investment advisers, hedge funds and mutual funds, non-bank lenders, and more.

[DIAGRAM] Corvus Financial Institutions

Smart Investment Advisor InsuranceTM

A comprehensive, fully customizable primary policy designed for investment advisors.

Smart Investment Advisor Insurance provides flexible coverage options to address the management and professional liability needs unique to financial institutions and investment advisors, including: 

  • Directors & Officers Liability Insurance

  • Errors & Omissions Liability Insurance

  • Fund Liability Insurance

  • Employment Practices Liability Insurance

  • Fiduciary Liability Insurance


  • Assets under management up to $5B

  • Registered funds up to $5B

  • Private funds up to $5B

  • Limits up to $3M

Smart Investment Advisor Insurance
TM Resources


Policy Form

Product Brochure

Real Estate Supplemental Application

Corvus Financial Institutions Overview

Request a quote or learn more

Smart FI ExcessTM

A one-page excess policy designed to seamlessly provide follow-form coverage of the terms and conditions of the primary policy. Provided on a blended or standalone basis offering:

  • Directors & Officers Liability Insurance

  • Bankers Professional Liability

  • Insurance Company Professional Liability

  • Employment Practices Liability Insurance

  • Fiduciary Liability Insurance

Most industry classes are eligible, including commercial banks, specialty lenders, insurance companies, crypto-exposed risks, hedge funds, real estate funds, and more.

Target Classes by Size

  • Investment Advisors up to $5B 

  • Banks up to $5B in assets

  • Insurance Companies up to $2B GWP

  • Specialty Lenders up to $1B in assets


Smart FI ExcessTM Resources

Policy Form

Product Brochure

Corvus Financial Institutions Overview

Request a quote or learn more

New Sources of Data - Machine Learning in Insurance

Traditional insurance for financial institutions has relied on standard data sets, decade after decade, until now.

Corvus Financial Institutions products scan and analyze multiple regulatory sources with proprietary data and AI-enhanced insight to enable an elevated service experience for our distribution partners and your clients — a first in underwriting for financial institutions.

We developed our financial institution's product suite with close attention to the ever-evolving risk environment for investment advisors and the broader financial industry, thanks to sources of data not previously utilized for underwriting in a highly regulated market.

We're busy bringing these underwriting methods to more products and more business classes within financial institutions. We can't wait to share more.

Start Quoting

Want to get quoting with Corvus? Drop us a line and we will set you up on our platform, the CrowBar®, for automated quoting.

If you’re already a user of the CrowBar, click here to log in.

If you’d like to notify Corvus of a claim, please email

If you have any other questions about our products, coverage and appetite, let us know and our underwriting team will respond within one business day.