Colsa Advantage, Beyond Insurance

Our agency specializes in tailored insurance solutions for the financial services industry, offering comprehensive coverage to protect your business, assets, employees, and client data. With personalized service, industry expertise, and a commitment to fast claims processing, we ensure you get the right protection while keeping costs affordable. We're dedicated to safeguarding your financial services business and helping it succeed in today’s competitive market.​
Product Contact
281-815-2003
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Financial Services programs:

  • Accountants, CPAs and Auditing
  • Actuarial Consultants
  • Bank Holding Company Office
  • Brokers - Mortgages or Loans
  • Brokers - Stocks, Securities or Mutual Funds
  • Credit and Debt Counseling
  • Financial Advisors & Investment Companies
  • Insurance Agents, Brokers, Consultants and Risk Managers
  • ​Tax Preparation Services

​We offer comprehensive insurance packages specifically designed to meet the unique needs of the Financial Services Industry. Special features and coverages including, but not limited to:

  • General Liability​
  • Property
  • Inland Marine Coverage
  • Equipment Breakdown
  • Commercial Auto
  • Active Shooter
  • Employment Practices Liability Insurance
  • Professional Liability
  • Fidelity
  • Excess Liability
  • Directors & Officers Coverage
  • Workers Compensation​​

Additional Coverages and Limits:

  • General Liability ($1M / $2M)
  • Excess Liability (limits up to $25M)
  • Property Liability (limits up to $50M)
  • Inland Marine (limits up to $10M)​
  • Cyber Liability
Coverage(s) described may not be available in all states / areas and are subject to Underwriting. Coverage(s) descriptions are abbreviated and are subject to policy terms, conditions, limitations, and exclusions. If there is any conflict between the coverage(s) descriptions within this page / website and the actual insurance policy, the policy provisions will prevail.  Certain coverages may be provided by a surplus lines insurer. Surplus lines insurers do not generally participate in state guaranty funds and insureds are therefore not protected by such funds.