Comprehensive errors & omissions (professional liability (E&O) coverage tailored to meet the needs of accounting professionals. CPAs, bookkeepers, enrolled agents, non-CPA, and tax preparers are eligible for this program…
HIGHLIGHTS
- Limits available up to $3M per claim/aggregate
- Broad definition of professional services including services as a trustee, receiver, executor, and notary public
- Coverage includes independent contractors working on the Insured’s behalf
- Defendants Reimbursement coverage
- Availability of complementary coverages to provide a complete suite of coverages including Business Owner’s Policy (BOP), Directors & Officers, Employment Practices, Fiduciary, Crime, and Cyber Liability
- Quick turnaround times for proposals and policy issuance
- Prior Acts coverage available for qualifying businesses
- Extended Reporting Period options
- Applicable retention reduction incentive (50%) if a claim is resolved through mediation process
- Disciplinary proceedings sub-limit of $12,500 per policy period
- Personal Injury coverage
- Loss assistance hotline – two free hours of legal consultation
- Coverage available for services rendered to clients in which the Insured holds an equity interest (up to 15%)
INELIGIBLE UNDER THIS PROGRAM
- Business Valuator
- Firms providing primarily attestation services
- Public audit firm
Please use the form below for more info or to request an application.