Financial & Professional

What We Do

We advise on placements, renewals, and claims involving all lines of coverage relevant to financial and professional risks, including:

  • Professional Liability / Professional Indemnity 
  • Directors and Officers (D&O) Liability 
  • Management Liability 
  • Financial Institutions Coverage 
  • Crime and Fidelity Insurance 
  • Cyber Liability 
  • Technology Risks 
  • Trade Credit Insurance 
  • Political Risk 
  • Transactional Risk Insurance 
  • Employers Liability 
  • Political Violence and Terrorism 
  • Reinsurance

Our Experience

Our lawyers have extensive experience representing policyholders in complex financial and professional risk disputes, including:

  • Professional Liability and Professional Indemnity claims 
  • Directors’ & Officers’ (D&O) and Management Liability disputes 
  • Financial Institutions Coverage 
  • Crime and Fidelity Insurance claims 
  • Cyber incidents, ransomware attacks, and privacy liability claims 
  • Trade Credit and Political Risk Insurance 
  • Transactional Risk Insurance 
  • Cross-border insurance disputes and multinational insurance programs 

We regularly advise clients on complex coverage issues involving policy interpretation, notification requirements, aggregation, alleged misrepresentation or non-disclosure, and other coverage defenses commonly raised by insurers.

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Recent Insights

Actual Controversy Without Actual Exhaustion: California Supreme Court Allows Declaratory Relief and Bad Faith Claims Against Excess Insurers

California courts were previously split on the issue of whether an insured may bring declaratory relief claims against excess insurers prior to the exhaustion of underlying insurance. Some California courts held that the actual exhaustion of underlying insurance was necessary, whereas other courts allowed for these types of claims to proceed.[1] Recently, the California Supreme […]
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Jeffrey J. Vita Featured as American College of Coverage Counsel “Article of the Month”

Saxe Doernberger & Vita, P.C. is pleased to announce that Jeffrey J. Vita has been recognized by the American College of Coverage Counsel (ACCC) as the author of its Article of the Month, “Understanding the Risks of Business Exclusions.” In the article, Jeff examines the risks that standard business-risk exclusions can present to policyholders seeking […]
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Wisconsin Supreme Court Rules in Favor of Coverage for Water Damage Arising from Alleged Construction Defects

In Cincinnati Insurance Co. v. Ropicky, 2026 WI 25 (2026), the Wisconsin Supreme Court addressed whether a homeowner could recover for water damage that entered through an alleged construction defect. The decision is favorable to policyholders because it confirms that, in Wisconsin, a construction defect exclusion does not automatically bar coverage for resulting water damage. […]
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