Does your bank have the right insurance?

Are you sure? How do you know? Our Toolbox is filled with what you need to audit your bank's insurance program. Learn what you need to know.

Learn the right questions to ask. Learn the answers you need.

Do-It-Yourself Insurance Consulting For Banks!

Where Are The Holes In Your Insurance?

What's Not Covered By Your Policies?

Workbook Topics:

• Directors’ and Officers' Insurance
• Financial Institution Bond
• Employment Practices Liability
• Safe Depository
• Property Insurance
• General Liability
• Workers' Compensation
• Forced Placed Insurance
• Mortgage Impairment
• E-Banking Policy
• Business Auto
• Pollution Insurance
• Umbrella Liability

Money Back Guarantee

Using the toolbox is the next best thing to having an unbiased bank insurance consultant sitting with you, helping you manage your bank’s insurance. All purchasers receive access to digital versions of the forms and updates to the toolkit.

Using Our Toolbox Will Give Your Bank…

...a better insurance program.

...more confidence in the quality of your insurance.

The Toolbox Includes:

• Over 230 questions designed to provide insight into the quality of your coverage.
• More than 200 bank insurance terms and definitions.
• How to read your insurance policies.


• How to tell if your agent is doing the job for you.


• And much more.

Bill Swales, Bangor Savings Bank

"You have exceeded our expectations. Of particular value is your frankness and your clear style of presenting information. We look forward to our continued work with you."

Richard Manahan, CEO
Peoples Trust Co. of St Albans, VT

Banker's Money Back Guarantee – Bankers, if this tool does not exceed your expectations just email us with the reasons why within 7 days. We'll provide a full and immediate refund. (Refund offered to bankers only – not insurance agents or insurers)

Our digital products are delivered to you almost instantly.