We're Your Trusted Partner

We are an independent managing general agency delivering compliance-driven collateral protection and risk transfer solutions for lenders and financial institutions. Our tailored strategies help reduce uninsured risk, streamline operations, and strengthen your portfolio with expert guidance.  

 Our Commitment to Client Success 

 At Unitas, we deliver innovative, compliance-driven risk management solutions that help clients overcome challenges, streamline operations, and achieve their goals. 

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Customer Success

Our priority is your success. We're dedicated to delivering tailored solutions that simplify risk management, streamline operations, and empower you to achieve your goals with confidence.

 

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Innovative Thinking

We’re all about thinking outside the box. By bringing fresh ideas and innovative solutions to the table, we help our clients navigate challenges and meet their unique needs with confidence and creativity.

 

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Compliance-Driven

Our knowledgeable and experienced team is committed to a compliance-driven approach, delivering high-standard solutions and unwavering support to help you navigate complex regulatory requirements.

 

Industry Expertise You Can Trust  

Founded in 2020, we bring over 100 years of combined industry experience, including multi-generational expertise in insurance and risk management. Our team combines deep knowledge with core values to deliver solutions that protect portfolios and support client success.

Know your coverages, know your options

We believe knowledge is power. Our team works with clients to ensure they are well-informed about their programs and aware of available options to find solutions that best fit their needs.

We're here to help guide you

Unitas brings a proactive, consultative and educational approach to your organization. With our market insights and understanding of your needs, we keep you informed, compliant, and ready to explore new strategic solutions.

Seamless solutions, expertly delivered

Our team ensures seamless program implementation, managing every detail from start to finish. With clear communication and expert guidance, we make adopting new solutions easy, allowing you to focus on what matters most.

Our actions reflect our core values.

We are committed to upholding honesty and integrity in every interaction, bringing deep product expertise to each client relationship. Our focus is on building long-term, collaborative partnerships that empower clients with tailored solutions, trust, and ongoing support to help them achieve their goals.

Client Success Testimonials

I wanted to personally thank you for all your care and attention in helping our team find better coverage for our infrastructure and business. It is truly a remarkable company."

Real Estate Investor Project Manager

“Thank you so much, Unitas Financial Services for everything over the years! Our partnership has been wonderful, and we appreciate the business!”

Financial Institution Loan Operations Officer

I’m thankful for the B2B partnership and look forward to the New Year. You and your staff are some of the BEST at taking care of the Client's needs."

Financial Institution Vice President of Loan Servicing

Have questions? Let’s connect.

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