Partner Resource Center for Accountants

The Landy Insurance Agency has been a national leader in providing Professional Liability insurance plans for Accounting Professionals since 1962. As National Administrator for General Star Insurance Co. (A++ A.M. Best rating, AAA Standard & Poors rating), we offer two excellent policies for Accountants. Featuring experienced underwriting and extensive policy features, The Landy Agency provides you and your clients the finest in coverage.

The CPA Advantage™ Professional Liability Insurance for All Size Accounting Firms

The CPA Advantage™ provides Professional Liability insurance for the many services performed by today’s accounting firms. This plan is appropriate for firms of all sizes and the applicant does not need to be a CPA to apply. (not available in Alaska or Louisiana)

Covered professional acts include financial planning, fiduciary services, IT services typically performed by accountants such as tax software installation and training, as well as notary services. Full prior acts coverage and coverage for predecessor firms is available. Deductible options may apply to damages only or both damages and expenses, and claims expenses can be in or outside of the policy limits.

The CPA Advantage™ Forms

• CPA Advantage Application
• CPA Advantage Application Supplement Forms
• CPA Advantage Highlights
• CPA Advantage Specimen Policy (all states except California)
• CPA Advantage Specimen Policy (California)
• Toll-Free Pre-Claim Assistance for CPA Advantage Insureds
• The Strength of Arbitration Clauses in Engagement Letters
• Compliance with Professional Standards Reduces Risk of Liability

The Accountants Basic Coverage

The Accountants Basic Coverage (ABC) is designed for tax preparers and bookkeepers and features a simple, self-rating application.
(not available in Alaska, Louisiana or New York)

The Accountants Basic Coverage Downloads

• ABC Application
• ABC Highlights Page
• ABC Specimen Policy (all states except Connecticut)
• ABC Speciment Policy (Connecticut)
• Comparison CPA Advantage/Accountants Basic Coverage

For More Information Contact: