Banks and Other Financial Institutions

PA&T has helped Financial Institutions design appropriate insurance and Risk Managment solutions for over twenty-five years.

Our clients include Community and Commercial Banks, Savings Banks, Mortgage Bankers, Insurance Companies and Funds.

A key element of our service is preparation and presentation of an Annual Insurance Review for each client's Board of Directors. The Annual Insurance Review is a detailed schedule of insurance coverages, written analysis and recommendations. Included within this report are relevant references to peer group comparisions of coverages, policy limits and retentions/deductibles.

Our many long-term clients advise that our Annual Insurance Review, because of its completeness, is a frequently requested document by regulators during their visits.

We look forward to serving your institution.