Financial Services & Mortgage Banking


The financial services and mortgage banking industries face challenges on several fronts. This, combined with the uncertainty of economic recovery, means you need to be prepared for shifts in investment focus, increased exploration and market volatility. JMBI is your resource when you need help to identify risk and reduce your exposures.

With over 40 years of industry experience in both financial services and mortgage banking, we know how to structure and place coverage for private equity firms, asset managers, investment advisors, real estate investors and mortgage bankers. We build customized insurance plans to meet client needs and continually research the industry to ensure that business and individual exposures are covered. Our relationships with industry experts give us in-depth insights that we share with you – helping identify, mitigate and manage your risk. From property and casualty and mortgage impairment, to fidelity and E&O and state license bonds, JMBI is there to help protect your assets.

Experience the JMBI Difference


JMBI is a privately held firm serving a global roster of more than 2,000 clients. We are leaders in Commercial Property & Casualty, Benefit Solutions and Private Client solutions and services. JMBI's strong business perspective delivers risk management plans to support clients' business strategies and meet the challenges of an evolving, increasingly complex world. Our boutique culture drives our client-first model of hands-on service, while our leading industry insights, market relationships and specialty network of partners deliver best-in-class results for clients across business sectors, geographies, size and scope.