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Financial Services

The BISYS Financial Services team cultivates a unique understanding of the myriad of challenges and risks that confront professionals today. The financial consequences of an increasingly litigious environment require appropriate coverage that is tailored to the specific situation. Our Financial Services professionals provide clients with cost-effective solutions for risk and risk management. We thoroughly examine your areas of potential risk and immediately reinforce them with effective coverage.

BISYS Commercial Insurance Services specialists work with the client to identify risks and assess the level of coverage needed. We will arrange professional indemnity coverage to protect both company and individual assets against liability. We offer expertise through extensive market relationships with both domestic and London carriers and specialize in a full menu of competitive financial service coverages, including (but not limited to) the following:

Directors and Officers (D & O)
  • Public (Including IPO)
  • Private
  • Not-for-Profit
Employment Practices Liability Insurance (EPLI)
  • Employee Leasing (PEO)
  • Franchise Operations
  • Hospitality (Restaurants/Hotels)
  • Law Firms
  • Larger Employer Risks (5000+ employees)
Errors and Omissions (E & O) - including difficult to place classes
  • Architects and Engineers
  • Financial Institutions
  • Bankers Professional
  • Investment Advisors
  • Mutual Funds
  • Hedge Funds
  • Private Equity
  • Insurance Companies
  • Insurance Brokers
  • Healthcare
  • Insurance Agents and Brokers
  • Law Firms
  • Private Equity
  • Technology/Internet Liability
  • Third Party Administrators
  • Misc
Fiduciary Liability
  • Labor
  • Pension Plans
  • Employee Stock Ownership Plans (Public/Private)
Crime
  • Commercial Crime
  • Casino
  • Check Cashing
  • ERISA Bond
  • Financial Institutions
  • Kidnap and Ransom (K&R)
  • Retail
Medical Malpractice
  • Physicians
  • Surgeons
  • Dentists
Errors and Omissions Insurance
Errors and Omissions (E&O) Insurance offers protection from claims arising from negligent acts, errors or omissions on the part of a professional performing services for a fee. Eligible classes include Miscellaneous Professional, Architects & Engineers, Technology, Cyber Liability, Lawyers Professional, Media Liability, Real Estate Agents/Brokers and Insurance Agents/Brokers. Any company that performs a service has an E&O exposure!

Healthcare / Medical Professional Liability Insurance
Healthcare or Medical Professional Liability Insurance offers protection from claims arising from negligent acts, errors or omissions in the rendering or failure to render professional healthcare services. Eligible classes include, but are not limited to, Individual Physicians, Physician Groups, Nurses, Dentists, Nursing Homes, Medical Laboratories, Surgery Centers, Hospitals, Hospice, Rehabilitation Centers, Clinical Trials, Imaging, Infusion & Dialysis Centers, and Medical Spas.

Directors and Officers Liability Insurance
Directors and Officers Liability Insurance provides asset protection for individual Directors and Officers (D&Os) and for the Corporation that they represent. Tri-City can meet the D&O Insurance needs of companies in all sectors.

Employment Practices Liability Insurance
Employment Practices Liability (EPL) Insurance provides employers protection from liability stemming from discrimination in the workplace, sexual harassment and other employment-related practices and conduct that may give rise to legal liability. Tri-City can meet the insurance needs for companies from very small to very large employee counts. The minimum information needed to obtain an indication of coverage includes nature of business, number of employees (both part-time and full-time), location of employees and claims history for the past five years. Every company that employs individuals is exposed to employment-related liability!

Cyber Liability Insurance
Cyber Liability Insurance provides protection for companies that face exposures from operations on the internet including intellectual property, virus, hackers, traditional media exposures and errors and omissions.

Lawyers Errors and Omissions Insurance
Lawyers Errors and Omissions (E&O) Insurance provides protection from claims against attorneys arising from negligent acts, errors and omissions while performing legal services for a third party. Tri-City has access to markets for all types of attorneys as well as all staff sizes, from a single attorney office to a large staff of attorneys.

List of Brokers by Location
 
Chicago:
Mark Waldeck
312.879.7135
Email
Shelly Wasso
312.879.7117
Email
 
Long Island:
Kevin Hahn
632.478.6001
Email
 
 
New York:
Scott Hall
212.293.3903
Email
Tom Curley
212.293.3902
Email
 
San Francisco:
Alex Slawson
415.675.2231
Email
Technology * Misc E&O
 
Dixie Sisk
415.675.2220
Email
Public D&O
 
Garrett Koehn
415.675.2278
Email
Public D&O
 
Jeanne Blasher
415.675.2259
Email
Public D&O
 
Joe Smith
415.675.2249
Email
Medical Liability * Architects & Engineers * Misc. E&O * Real Estate Agents/Brokers
 
Katie Verry
415.675.2250
Email
Private Equity & Venture Capital
 
Molly McLaverty
415.675.2282
Email
Non Profit D&O * Private D&O * Fiduciary Liability * EPL * Crime
 
Robert Olson
760.574.7420
Email
 
 
Tom Ciardello
415.675.2202
Email
Public D&O * Insurance Agents/Brokers E&O * Insurance Company E&O
 
Tom Donnelly
415.675.2267
Email
 
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