Management Protection Group

for you and your client.

Trilogy's Management Protection Group has relationships with over 35 underwriting companies so we can assist you with the placement of all types of Management and Professional Liability risks. Our strategy is to grow with two or three agencies in each metro area that can benefit from our product expertise. We usually submit accounts to four or five markets that we know will aggressively respond to your clients' needs, as opposed to taking a "shot gun" marketing approach. This builds credibility with our underwriters so that they know that when we send them an account, they will have a strong possibility of writing the business. This generates more favorable terms, conditions and commissions for you and your client.

No customer is the same and we recognize the need to tailor coverage to your client's needs. Our team of dedicated professionals provides risk management services that go beyond just coverage placement. We assist our business partners by providing policy audits, coverage form comparisons limits bench marking, industry loss analysis as well as claim assistance. We make ourselves available to attend client presentations and can initiate underwriter meetings to keep all parties on the same page.


  • Management Liability

    Management Liability protects your insured against allegations of mismanagement, misrepresentation, breach of fiduciary duty, discrimination, and harassment and for improper handling of the employer/employee relationship, as well as many other types of claims.

    Common coverages that fall under the aegis of Management Liability are:

    • Directors & Officers Liability
    • Employment Practices Liability
    • Fiduciary Liability
    • Crime Insurance
    • Kidnap/Ransom & Extortion


    Management Liability is available for publicly traded, privately held, and non-profit entities. For privately held and non-profit entities, the coverages above can be bundled to best meet your clients' needs. At Trilogy, we have many years experience in placing these coverages.


  • Professional Liability

    Trilogy can assist you with the placement of all your professional accounts. Professional Liability protects the insured in the event of a financial loss from any error, omission or misstatement they may make in the course of their professional practice. Specialized forms are available for the following professional classes:

    • Accountants
    • Architects & Engineers
    • Contractors
    • Educators
    • Insurance Agents and Brokers
    • Lawyers
    • Medical Professionals
    • Miscellaneous Professionals*
    • Real Estate Agents & Brokers


    *Trilogy can also provide coverage for a wide variety of other professionals on miscellaneous professional liability forms. We have markets for consultants to funeral directors. If you have any questions about classes of business or appetite, just give us a call!

  • Allied Healthcare

    Healthcare professionals have their own unique set of exposures. From pharmacies to large hospital networks, we've got you covered. We have extensive experience in placing complete insurance programs ...

    for these types of risks including both professional liability and combination professional/general liability options. Some classes we've had recent success with:

    • Ambulatory Services
    • Hospitals
    • Surgery Centers
    • Urgent Care Facilities
    • Physician Groups
    • Nursing Homes
    • Assisted Living Facilities
    • Physical Therapists
    • Personal Trainers
    • MediSpas
    • Pharmacies


  • Financial Institutions

    From banks to insurance companies to hedge fund managers, Trilogy can help with placement of all of your financial institution clients. The FI world has its own set of underwriters and underwriting concerns, and we are here to help you navigate it.

    Our team has over 30 years of collective experience specific to the FI sector. We can assist you with tailored coverage for all your Financial Institution clients, including such products as:

    • Directors & Officers Liability
    • Employment Practices Liability
    • Fiduciary Liability
    • Financial Institution Professional Liability
    • Bankers Professional Liability
    • Insurance Company Professional Liability
    • Investment Advisors Professional Liability
    • Mutual Fund/Hedge Fund Professional Liability
    • Real Estate Investment Trust (REIT) Professional Liability
    • Private Equity/Venture Capitalist Professional Liability
    • Financial Institution Bonds
    • Kidnap/Ransom & Extortion


  • Privacy & Security Liability

    Maintaining the privacy of one's personal data is one of the most pressing concerns today, and companies who store or process this data are under increasing pressure to safeguard the data they keep.

    Federal and state governments are constantly enacting legislation regarding the safekeeping of personal data, and criminal organizations are coming up with increasingly sophisticated ways to get access to it. Sound like something to lose sleep over? It is, but in the last few years, the insurance marketplace has developed new products to address the risk. These products are constantly evolving, and Trilogy can help place your client with the best combination of coverages to suit the risk.


  • Media/Technology Liability

    Online systems. The Internet. The Web. Databases, chat rooms and bulletin boards. Today's business frontier is a high-risk adventure. The right to publish and broadcast freely is always in jeopardy. Just the threat of litigation can quickly silence a media company. Moreover, huge punitive damages awards can shake or destroy the financial base of any publisher or broadcaster, regardless of size.