We're An Independent MGA
As a leading independent Managing General Agency (MGA), we provide clients with unbiased expertise, tailored solutions, and an unwavering commitment to their success
We strive to provide our clients with an improved experience.
At Unitas, we deliver exceptional client experiences by combining innovative solutions, a commitment to success, and compliance-driven risk management, helping clients overcome challenges and achieve their goals.
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.
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.
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.
Who we are as a trusted partner.
Founded in 2020, Unitas Financial Services draws on over 100 years of combined industry experience. With many team members being second, third, or even fourth-generation insurance experts, we bring deep expertise while staying true to the values that define how we serve our clients.
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.
We have risk transfer solutions for different markets.
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Financial Institutions
Explore a range of solutions designed to support financial institutions, from customizable, compliance-driven portfolio protection to programs that enhance operational efficiencies.
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Loan Servicers
We offer a range of advanced solutions designed to support mortgage servicers, from customizable, compliance-driven portfolio protection to programs that streamline operations and automate processes.
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Auto Lenders
Customizable, compliance-driven portfolio protection solutions to initiatives that boost operational efficiencies, our team provides best-in-class service and top-rated solutions tailored to auto lenders.
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Finance Companies
Our expertise includes safeguarding lending operations and managing loan collateral effectively through comprehensive insurance products, tracking, and repossession services.
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Fintech Companies
We offer a range of cutting-edge solutions designed to support fintech companies, from customizable, compliance-driven portfolio protection to programs that enhance operational efficiencies.
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Real Estate Investors
Customizable real estate investor insurance solutions, providing tailored coverage to protect investor-owned properties against risks like damage, liability, and loss of rental income—ensuring financial security and peace of mind.
Here's what our clients are saying about us.
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."
“Thank you so much, Unitas Financial Services for everything over the years! Our partnership has been wonderful, and we appreciate the business!”
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."