Accountants

HSA Insurance Services CPA Advantage Accountants Professional Liability

Insurance protection is provided for the services offered by today’s accountant, including Accounting, Auditing, Financial Planning, Consulting, Notary Public, Trustee, Fiduciary and Investment Services.

Program Features and Coverage

  • Flexible policy limits available up to $5,000,000.
  • Choose from deductibles applying to damages only, or both damages and expenses.(Subject to underwriting approval)
  • Aggregate deductible options are available.
  • Deductible waiver if the claim is settled via alternative dispute resolution, mediation or non-binding arbitration, subject to a maximum of $25,000.
  • No claim will be settled without the insured’s consent.(Subject to policy terms)
  • Coverage is provided for the consulting, training, servicing, delivering, and installation of hardware, software and other related supplies, as well as the development of computer products by the insured designed specifically for the sole use of the insured and/or their clients.
  • Supplemental payments for the defense of regulatory hearings and loss of income reimbursement.
  • Extended claim reporting period options are 1, 3, 5 or unlimited following policy termination. If the insured dies or becomes permanently disabled while insured, the insured or their estate may be eligible for the free unlimited extended claim reporting endorsement.
  • Pre-claims assistance and risk management hotline.

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Please note: This is an overview of the policies offered by our agency.These coverage’s are not automatically included with every policy and are subject to carrier terms, conditions and guidelines and state availability. Only the insurance policy can provide the actual terms.