Financial Services

The financial services industry has been burdened by increased federal regulation and compliance, compressing margins and limiting traditional institutions as to the ways in which they can create revenue streams and grow profitably. With increased exposure to emerging cyber risks and fraud, today’s financial services firms need risk management support and services more than ever.

At Palmer & Cay, we leverage our financial services industry knowledge with risk and insurance expertise to deliver Fortune 1000-level solutions to mid-market clients through senior advisors. We can help.

Services & Capabilities

  • Workers Compensation Cost Reduction Strategies
  • Cyber Liability Risk Assessment and Placement
  • Forced Placed Insurance Program Strategies
  • Outsourced Insurance Agency Services for Banks
  • Captives / Alternative Risk Funding Design
  • Executive Risk Assessments and Placement
  • Fleet Safety Services
  • Claims Advocacy

The team at Palmer & Cay responds quickly, effectively and with the flexibility necessary to match our fast-paced growth environment. They listen to our concerns and needs, and work diligently to ensure we have the best value program.

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Key Industry Coverages

  • Workers Compensation
  • Directors & Officers Liability
  • Fiduciary and Fidelity
  • Bankers Professional Liability
  • Property and Extra Expense
  • Cyber Liability

Contact a Specialist

Jon Chasteen, ARM


More than 14 years’ of experience designing, placing and managing complex insurance and risk management programs for middle market to large accounts, with a special emphasis on the financial services sector.

(404) 991-6012

Contact Us

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