Bonds & specialty/Trust and employee dishonesty

Protection against certain dishonest acts by employees or trusted parties.

Fidelity bonds help protect businesses and clients from certain theft, fraud, or dishonest acts by employees or service providers.

Or talk to a broker. Mon–Sun, 8am–8pm ET.
Fidelity bonds
Active
Policy
Summit Facility Services
Bond FB-2026-0181 · Eff 06/01/26 — 06/01/27
Bond limit
$100K
Employee dishonesty
Covered
Client property
Included
Employees bonded
All
Recent activity
View all →
  • Client contract check
    Bond requirement satisfied · proof sent
    Today
  • Roster updated
    Blanket form covers new hires
    Yesterday
  • Limit review
    Sized to largest client engagement
    May 19
Where to start

New to it, or switching a policy over?

New to insurance
New to fidelity bonds

We'll explain what it typically covers, what it leaves out, and what contracts or landlords commonly ask for — in plain English, no pressure.

Already covered
Switching or reshopping

Already have a policy? Upload it. We'll review the limits, exclusions, and wording, compare the market, and tell you straight whether it's worth a move — same coverage, no gap.

Is this you?

These are the moments it’s built for.

Fidelity bonds is a practical coverage layer for businesses with this exposure. Riza helps you understand what the policy is supposed to do, where it stops, and how it should connect to the rest of your insurance stack.

01

Employees handle money, securities, inventory, client property, or customer premises.

02

A client contract requires bonding.

03

Your team works in homes, offices, or secure facilities.

04

You want protection beyond standard crime coverage.

What’s covered

What it helps cover.

The moments this policy typically steps in for — in plain English, before the policy language.

Employee dishonesty.

Client property theft by employees when written correctly.

ERISA bonds for benefit plans when applicable.

Janitorial or service bonds.

Contract-required fidelity limits.

Coverage varies by policy form, carrier, limits, exclusions, and the facts of the claim. We review the wording with you before recommending anything.

Where it stops

What sits in another policy.

No policy covers everything. Here’s where this one usually stops — and what typically picks up from there.

Each line links to the coverage that usually responds. None of these are recommendations by themselves — what you need depends on the business and the contracts.

In real life

Here’s how it actually plays out.

Scenario · 01

An employee steals client property.

Scenario · 02

A service contract requires a fidelity bond.

Scenario · 03

A benefit plan needs an ERISA bond.

Scenario · 04

Cash handling creates employee dishonesty exposure.

What it costs

What actually moves the price.

No number on a landing page is a real quote. These are the inputs underwriters actually look at — and what we pin down with you so the policy fits.

What affects your price
01Industry02Revenue or payroll03Location04Limits05Claims history06Contracts07Carrier appetite
What we pin down with you
  • Employee count.
  • Access to money or client property.
  • Contract bond wording.
  • Crime policy coordination.

No instant-quote gimmicks. We get the inputs right, compare the market, and show you the tradeoffs that matter.

How we help

We read the fine print so you don’t have to.

A licensed broker — writing in plain English and staying on it after bind. Insurance that feels handled.

01

We start with the real-world exposure, not the policy name.

02

We review contracts, current policies, exclusions, limits, and operational details.

03

We compare carrier options and explain the tradeoffs in plain English.

04

We keep coverage useful after bind with certificates, endorsements, renewals, and reviews.

FAQ

Questions we get a lot.

Who needs fidelity bonds?+

Businesses need it when the exposure exists in their operations or when a contract, landlord, lender, client, or regulator requires it.

What does fidelity bonds usually cover?+

Coverage depends on the policy form, carrier, limits, endorsements, exclusions, and facts of the claim. Riza reviews the details before recommending a policy.

What affects the cost of fidelity bonds?+

Pricing usually depends on the industry, size, location, limits, claims history, contract requirements, and underwriting details specific to the coverage line.

Can Riza review my current fidelity bonds policy?+

Yes. Upload your current policy or declarations page and Riza can flag gaps, confusing wording, missing endorsements, and coverage that may no longer match the business.

Get covered

Let’s get you covered.

Tell us a bit about your business, see your options, and we’ll take it from there.

What happens next
A coverage map, written like a checklist.
  • 01We start with the real-world exposure, not the policy name.
  • 02We review contracts, current policies, exclusions, limits, and operational details.
  • 03We compare carrier options and explain the tradeoffs in plain English.
  • 04We keep coverage useful after bind with certificates, endorsements, renewals, and reviews.
feels handled.