Management Liability

Management Liability policies protect a business entity and their executive team from financial loss from lawsuits related to management decisions. Financial loss and legal action resulting from management decisions can come from shareholders, employees, regulatory bodies (SEC, DOJ, DOL), consumers, and even competitors. At Synergy, we offer a gambit of products to protect companies and their directors and officers from these types of Claims including Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime, and Kidnap & Ransom insurance. We use our extensive Management Liability experience to create solutions for your client, from small private and non-profit organizations, to Fortune 500 public companies.

We understand that insurance solutions are not administered in a one-size-fits-all manner. By partnering with Synergy, our brokers will work directly with you to audit your insurance needs and explain in detail why you should choose a certain package over the other. Our deliberate approach is used to match your client with the right carrier partner no matter the phase of their business plan or past insurance experience. We have solutions for start-ups, mature companies, financial distress, M&A scenarios, IPOs, recaps, post-claim, etc. More so, Synergy will keep you updated on policy changes that may affect your coverages and work to establish the best value and the most seamless implementation of these coverages once approved by your company.

We can help you find a home for all industries, including but not limited to:

  • Public Company Solutions – IPOs, SPAC/de-SPAC, micro-cap through large cap
  • Private Company Solutions – ESOPs, PE & Venture Cap portfolio companies, Cannabis, Crypto, Aerospace, Agriculture, Construction, Energy, Healthcare, Manufacturing, Real Estate, Staffing/PEO, Transportation
  • Not-for-Profit Solutions – Healthcare, Charitable Organizations, Political Organizations, Foundations, Unions, HOAs
  • Financial Institutions – PE, Funds, Asset Managers, Banks, Advisors, Brokers/Dealer, Fin-tech, Insurance, REITs

Together, we comb policy and product lines, searching for the best value and an easy integration of insurance packages that are tailored to your company’s needs.