Seven Ways to Prepare for Your 2021 Bank Insurance Renewal

LIVE WEBINAR - JANUARY 21 | 10:00 - 11:00 AM CT




As we look forward to a new year with hopes of saying goodbye to 2020’s explosion of COVID-19, civil unrest, cyber-crime, PPP loans and economic disruption, your financial institution cannot afford to ignore the impacts that these elements will have on your 2021 insurance renewal.

Join us for our webinar where we will discuss how your financial institution can be thoroughly prepared for your renewal. Topics will include:

  • Market conditions and the acceptable range of premium increases
  • Impact of COVID-19 claims on your renewal
  • Preparing for new “Exclusions of Coverage”
  • What is negotiable with your carrier and what is set in stone?
  • 5 essential cyber-crime coverages 
  • Renewal submission (not just an application; tell your story)
  • Pros and cons of changing carriers


Presented by:

Kris St. Martin
Vice President & Bank Program Director
CBIZ Insurance Services




Tiffany Garcia
CBIZ Risk & Advisory Services




Jeff Maas
President - CBIZ AiA & National Financial Institution Practice Leader
CBIZ Insurance Services




Leslie Plumberg
Senior Claims Specialist
CBIZ Insurance Services