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949.566.8854

Financial Institution Insurance in Lake Forest CA & Newport Beach CA

Industry-Specific Coverage, Built for your Business

Covenant Direct Insurance Services provides insurance to financial institutions in Lake Forest, Newport Beach, Mission Viejo, Laguna Beach, Irvine, Coto De Caza, and surrounding areas.

At Covenant Direct Insurance Services, we work hard to create services and coverage options that fit the specific needs of your business. We understand the protection needs of Financial Institutions, from investment firms and insurance companies, to community banks and credit unions. Each Financial Institution has very specific needs, which is why we provide industry-specific protection plans.

Check out some of our coverage options below:

  • Property Coverage
  • Liability Coverage
  • Commercial Auto
  • Errors & Omissions Coverage
  • And many more!

Contact an insurance specialist at Covenant Direct Insurance Services today to schedule a consultation.

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Our Location

Covenant Direct Insurance Services

23101 Lake Center Drive, Suite #340
Lake Forest, CA 92630
Main office: 949-566-8854
Fax: 949-600-6598

Our Providers

Testimonials

I just wanted to send a note thanking you and the insurance company for the exceptional service in getting our claim settled. When I called you on a Monday morning to tell you we had a slab leak I thought I was at the beginning of a nightmare. But because of your intervention and the remarkable efficiency of Brittany in the claims department, everything was repaired and we were back to normal in a matter of a few short days. Please pass along my gratitude to Brittany also. Thanks again!

Larry - Lake Forest, CA
This is to confirm that I am personally is very satisfied with the quality of services provided to me for the coverage on my primary residence as well as my rentals. Mike has shown top notch professionalism in handling the insurance coverage for my properties and this was basically the main reason why I introduced him to the family members who informed me that they are very happy with the services provided by him, for the insurance of their properties, and that terms offered to them were very competitive both in respect of rates and conditions.

Amin