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Business

Insurance for mortgage brokers

Tailored insurance solutions for small-to-medium sized mortgage broker businesses, from one expert broker to another.

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What insurance do I need to consider as a mortgage broker?

Professional indemnity insurance can help protect you from a range of claims made against the advice and services you provide, including privacy and breaches, false or misleading advice, errors and omissions, and loss or theft of records.

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What’s covered?

  • Professional indemnity cover

    The limit of liability is the maximum amount that can be provided under the insurance policy.

  •  Breach of duty

    Cover for claims from alleged breaches of fiduciary duty in the performance of professional services.

  • Defamation

    Cover for claims for defamation, libel and slander committed in the performance of professional services.

  • Breach of privacy or confidentiality and intellectual property infringement

    Cover for claims alleging breaches of privacy law or confidentiality, and cover for breaches of intellectual property rights in relation to trade secrets and patents.

  • Lost or damaged documents

    For claims arising from loss or damage to third-party documents.

  •  Public liability as an additional policy

    Help protect your business against third- party claims resulting from accidents or injuries that occur as a result of your business activities with public liability insurance.

Additional cover we can arrange

Business

Accountancy insurance

You can count on Marsh to arrange insurance solutions to help protect you and your firm with comprehensive cover.

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Business

Financial planner cover

Costly claims can be hard to recover from – even for a financial planner. Help protect yourself with cover arranged by Marsh.

 

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Products and services

Business vehicle cover

Need to travel from one job to another to keep your business running? Marsh can arrange business vehicle cover tailored to your needs. 

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Why Marsh?

Why should you choose Marsh to arrange your insurance solutions?

In business, we've got your back 

From mum and dad’s dairy, to national pizza chains, Marsh has a 60+ year history of supporting New Zealand’s business community. Our award-winning brokers are fluent in the latest global and Kiwi market insights and risks, but cut through the jargon to speak your language.

Local expertise

Our New Zealand-wide network of brokers have spent years at the forefront, supporting business owners manage their unique risks in a fast-changing market. Our brokers keep ahead of the latest market insights, both local and global, and break down complex terminology.

Claims support

Handling an insurance claim can quickly become overwhelming, not least when your time is stretched to the limit keeping your business going in the backdrop. We help take the load off and manage, negotiate and settle claims with insurers on your behalf.

Tailored to your industry 

Marsh brokers are experts in your industry, and can arrange an insurance solution unique to mortgage broker risk exposures and needs.

Our capabilities are unrivalled 

Our ability to leverage the Marsh McLennan network across the Pacific and globally gives our clients access to unparalleled insight, service, tools and capabilities across the full spectrum of risk. 

Award-winning expertise

Marsh is a recognised industry leader, winning Large Broking Company of the Year 2022, 2023 and 2024 at the New Zealand Insurance Industry Awards.

Why use a broker?

Choosing business insurance means navigating through products, coverages and policy terminology – with a sales pitch as your only guide. At Marsh, our brokers will spot your unique set of risks, match you to the right choice, and advocate for you on price.

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Frequently asked questions

A certificate of currency is proof that you hold a current insurance policy.   

Please contact us once you have accepted your policy and we will arrange for a certificate of currency to be sent to you from your insurer. 

Even if you work from home, the risks are just as prevalent as if you worked from an office. 

Your clients can still hold you liable for improper advice, negligence or other breaches. 

As a mortgage broker, you should consider whether professional indemnity insurance and public liability insurance can help protect your business.

The risk exposures of each business can differ based on a variety of factors. Some known and emerging exposures you may face include: 

  • Negligence or breach of duty allegations from disgruntled customers 

  • Injury or property damage claims from a third party 

  • Property damage due to natural disaster 

  • Cyber-attacks if your customer or business data is stored by a third party, including accounting software and tools. 

It’s not uncommon for mortgage brokers to provide other services, including financial advice and/or accountancy services.

If you add another service to your business, you do need to let us know, and we can advise if your current coverage is sufficient, or if amendments will need to be made and additional costs apply.

Get in touch with our own team of insurance brokers to learn more.

Forms and documents

Related insurance solutions

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Business insurance

Need a range of covers to suit your business needs? Explore Marsh’s business bundles for glass, theft, contents cover and more.

 

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Commercial property cover

Let Marsh arrange your commercial property insurance policy to help protect your business’s buildings, contents, and more. 

 

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Insurance premium funding

Insurance can be a lifeline. But lump sum premiums can be a hindrance. Pay in monthly instalments with premium funding arranged by Marsh.

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Marsh Limited (NZBN 9429040918792)(“Marsh”) arranges the insurance and is not the insurer. This page contains general information and does not take into account your individual objectives, financial situation or needs. For full details of the terms, conditions and limitations of the covers, refer to the specific policy wordings and/or Product Disclosure Statements available from Marsh on request. This publication is not intended to be taken as advice regarding any individual situation and should not be relied upon as such. The information contained herein is based on sources we believe reliable, but we make no representation or warranty as to its accuracy. Marsh shall have no obligation to update this publication and shall have no liability to you or any other party arising out of this publication or any matter contained herein. Marsh makes no representation or warranty concerning the application of policy wordings or the financial condition or solvency of insurers or re-insurers. Marsh makes no assurances regarding the availability, cost, or terms of insurance coverage.

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