Financial Services

Providing specialized programs and risk management services to financial institutions is a long-standing strength of C.L. Frates. Our Financial Services team provides a wide range of unique and effective insurance products to a variety of financial institutions including: 

• Commercial Banks
• Savings Banks
• Trust Companies
• Mortgage Companies
• Non-bank Credit Card Processors (ISOs and MSPs)

Specialized coverages for financial institutions include:

• Financial Institution Bond
• Directors & Officers Liability Policy
• Trust Errors & Omissions Policy
• Internet Liability Policy
• Credit/Debit Card Issuers Policy
• Merchant Fraud Indemnity Policy
• Web Merchant Guard Policy
• Identity Theft Policy

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From Our Clients

"They work diligently to provide us coverage at affordable rates and continue to operate in this manner every year.  I highly recommend their organization for your insurance needs." 
The Surgery Center of Enid,
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Our vision: Our passion is building trust in every customer relationship by delivering innovative financial and business solutions.
We listen. We promise. We deliver.