Industries Served: Finance & Insurance


Companies in the finance and insurance industry are dedicated to protecting their customers´ assets and financial well-being. These companies, in turn, need a professional advisor who can guide them in developing sound insurance and risk management strategies to secure their own organizations and long-term plans.

Industries Served: Finance & Insurance

Wortham has created a specialized practice focused on serving our clients in the finance and insurance business sectors. Our clients include a wide spectrum of businesses, from banks to real estate investment trusts to major insurance carriers, and range from small, privately-held partnerships to Fortune 100 companies.

Our team of seasoned experts brings technical and market expertise to each client´s unique requirements. We take a disciplined approach to marketing our clients´ insurance programs by analyzing specific exposures and issues that are critical to a client´s organization. Our team conducts an extensive, professional marketing of the client´s current insurance programs with a focus on identifying all possible coverages, limits and pricing options.

Building upon Wortham´s positive working relationships and market knowledge, we negotiate the best coverages and competitive pricing on behalf of each client. Our access to global markets enables us to deliver a wider range of alternatives for our clients, giving them meaningful value.


Wortham´s account management team offers strategies and programs that address all insurance and risk management aspects for finance and insurance companies, including:

  • Casualty
    • Workers compensation
    • Automobile
    • General liability
    • Excess liability/umbrella
  • Property
  • Confiscation, expropriation and nationalization
  • Business interruption
  • Surety bonds
  • Employee benefits
  • Construction projects
  • Professional indemnity
    • Directors & officers liability
    • Fiduciary liability
    • General partnership liability
    • Employment practices liability
    • Kidnap, ransom and extortion
  • Commercial crime
  • Cyber liability
  • Terrorism