About Unitas Financial Services

Unitas Financial Services is an independent managing general agency specializing in compliance-driven collateral protection and risk transfer solutions for lenders and financial institutions.  

 Compliance-Driven Risk Transfer & Collateral Protection

 We provide compliance-driven risk transfer and collateral protection solutions designed to help lenders and financial institutions reduce uninsured risk, streamline operations and strengthen portfolio protection. Our team works closely with clients to develop strategies that address their unique lending, insurance and operational needs.

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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, Unitas Financial Services brings more than 100 years of combined insurance and risk management experience to lenders and financial institutions. Our team combines industry expertise with a deep understanding of lending, collateral protection, insurance and risk management to develop solutions that protect portfolios and support long-term client success.

Insurance & Collateral Protection Expertise

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.

Risk Management Guidance

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.

Program Implementation & Support 

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 Commitment to Clients 

Our commitment is built on honesty, integrity and deep industry expertise. We work to build long-term, collaborative partnerships by providing tailored solutions, responsive service and ongoing support that help clients achieve their goals.

 Who We Service

  Unitas Financial Services works with lenders and financial institutions that need specialized insurance, collateral protection and risk transfer solutions designed around their portfolios, collateral and operational requirements

Banks & Credit Unions

Solutions to help reduce collateral risk across real estate and consumer loan portfolios.

Auto Lending Companies

Insurance and collateral protection strategies for vehicle lending portfolios.

Loan Servicers

Solutions that streamline insurance-related processes and manage collateral risk.

Fintech Companies

Flexible risk transfer and insurance solutions designed to support evolving lending models.

Finance Companies

Collateral protection and loan servicing solutions for to reduce uninsured risk. 

Real Estate Investors

Insurance programs designed to protect SFR, B2R and multi-property portfolios.

Client Success Stories

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

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

Financial Institution

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

Have questions? Let’s connect.

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