Accountants Professional Liability Insurance

Our Accountants Professional Liability Insurance program covers Accountants, Bookkeepers, Enrolled Agents, and Tax Preparers for services provided in their accounting practices. Our broad definition of Professional Services includes Accounting, Financial Planning, Consulting, Notary Public, Fiduciary, Investment Advisor and Arbitrator/Mediator.

Accountants Application Accountants Professional Liability   Accountants Liability Insurance


Accountants Professional Liability Insurance Highlights

  • Two Year Policy Option for EXPRESS Insureds Reinstating Policy Limits and Locking In the Premium

  • Broad Definition of Professional Services Including Investment Advisor, Personal Fiduciary and Pro Bono Services

  • Policy Limits up to $5,000,000. Higher limits may be available

  • Deductible Reduction of 50% if Claim is Resolved through Arbitration or Non-Binding Mediation

  • Disciplinary Proceedings - $10,000 per disciplinary action/$20,000 per Policy Period

  • Security Incident Reimbursement - up to $10,000 per incident/$20,000 per Policy Period

  • Subpoena Assistance - $25,000 per Policy Period

  • Reimbursement of Expenses & Earnings - $500 per day/$7,500 per Claim/$25,000 per Policy Period

  • Non-Profit Directors and Officers Coverage - $10,000 per Policy Period

  • Multiple Deductible Options Including Aggregate Deductible and First Dollar Defense

  • Unlawful Use, Theft, or Embezzlement of funds - $50,000 per Policy Period

  • Multiple Extended Reporting Period Options Including Free Options for Individual Qualified
    Retirees for Death and Disability

  • 30 Day Claim Reporting Grace Period

  • Premium Credit for Completion of Qualified Risk Management Programs

  • Free and Confidential Risk Management Hotline