Industries

Financial Institutions

Financial Institutions

Financial Institutions are highly regulated and interconnected. Some risks are constant, and others present themselves acutely during recessionary environments. Whether it is allegations of improper debt servicing, insufficient disclosures, excessive fees, cyber risk or any other operational risk the firm is concerned about, CAC Group provides the knowledge, skills and broking experiencing to crate programs that protect our clients.

Dedicated

We are fully committed to understanding the markets-analyzing players, identifying needs, and recognizing strengths and weaknesses. Our relationships with insurers’ senior leadership reflect our dedication to excellence.

Intelligent

We distinguish ourselves by leveraging the involvement of our senior team and underwriting leadership. We think short term to manage costs but act long term to ensure coverage stability and claims reliability.

Creative

We craft innovative solutions that secure comprehensive, cost-effective coverage for diverse clients, from small institutions to Fortune 1000 companies. Our expertise spans traditional insurance products and niche areas like digital assets.

Nimble

We stay agile in a constantly evolving market, adjusting strategies as needed. We cannot control the market, but we are prepared to adapt and mitigate its effects with precision and flexibility.

Trustworthy

Our strong underwriter relationships and technical proficiency enable us to secure coverages for even the hardest-to-place risks. We drive the process with insurer decision-makers from the outset, delivering tailored solutions that meet your unique needs.

Mortgage Protection

Government-Sponsored Enterprise (GSE) and Consumer Financial Protection Bureau (CFPB) regulations play a critical role in shaping the mortgage industry. Our dedicated Mortgage team understands these nuances and has the years of experience, deep expertise, and strong relationships, to craft tailored programs designed to protect our clients. We provide governance and oversight for Lender Placed (LPI) and Real Estate Owned (REO) insurance, ensuring your organization and its stakeholders can trust that your LPI/REO partner is the right choice for hazard and flood insurance management.

Mortgages
  • All Sectors

    • Consequential Risk of Economic Recession / Hard Landing
    • Excessive Fee / Prohibited Transaction Litigation
    • Execution Risk of compliance with ESG Regulation
    • Constant Cybersecurity Risk
    • Adoption of Blockchain/Cryptocurrency/Tokenization of Assets Technology
    • Social Engineering / Fraudulent Transfers
  • Banking

    • Rising CFPB complaint volumes
    • False Claims Act Litigation
    • Impact of Rule 140a
  • Asset Management

    • SEC Increased Disclosure Focus
    • Regulation S-P implementation
    • Control Share Acquisition Litigation
  • Insurance

    • Bad Faith/Breach of Contract
    • Cost of Insurance Litigation
    • Life Insurance Lapse Notice Litigation
    • Improper Sales & Marketing
  • Real Estate

    • Rising Interest Rates/Decreasing Property Values
    • Transitioning Commercial Real Estate Markets

Coverage Focus

  • Management Liability solutions

  • Professional & Cyber Solutions

  • Fidelity/Crime Solutions

Industry Experts

Profile image for Tom Power

Tom
Power

Senior Vice President
Specialty
Profile image for Pete Oglesby

Pete
Oglesby

Senior Vice President Mortgage Services Practice Leader
Specialty

Discover related team members

Employee Directory

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