Insurance for professional advisors
Specialized programs for firms whose product is advice and expertise: investment advisors, attorneys, CPAs, architects, engineers, bankers, consultants and insurance agents.
A short explainer on the coverage every advisory firm should have in place before the next engagement.
The professions we insure
Coverage for firms that sell judgment and expertise, where a single claim can follow years of client work.
- Registered investment advisors
- Attorneys
- CPAs and accountants
- Architects
- Engineers
- Bankers
- Business consultants
- Insurance agents
Essential coverage for advisory firms
The policies that protect your firm when advice, data or people become the source of a claim.
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Professional liability (E&O)
Covers claims that your advice, work product or a missed deadline cost a client money, including defense costs.
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Cyber liability
Covers data breaches, ransomware and the notification, recovery and liability costs that follow.
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Media liability
Covers claims of defamation or copyright and trademark infringement in content you publish.
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Business income
Replaces lost income while a covered loss keeps your office closed.
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Crime
Covers losses from employee theft, forgery and fraudulent funds transfers.
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Employment practices liability
Covers claims of harassment, discrimination or wrongful termination brought by employees.
Built around how advisors work
Your clients trust your judgment. We build coverage around the advice you give, the data you hold and the people who deliver it.
Matched to your engagements
Professional liability limits and terms set around your client contracts, licensing and the work you actually do.
Protection for client data
Cyber coverage sized to the client records you hold and the regulations that apply to them.
One review for the whole firm
Professional, cyber, property and employee coverage reviewed together, so nothing falls between policies.
What clients say
James has been incredible to work with! He is so knowledgeable and really fights for his clients. He was able to get our business better coverage, at a significantly lower rate! It was amazing!
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This team works so fast and they are super competitive in their pricing. 5/5 recommend and will be using them again.
Lane Stults Google review
Request a quote
Complete the form and our team will be in touch promptly to help with your request.
Prefer to talk it through? Call (469) 678-8001.