A CPA, a marketing agency, an MSP, and a fractional CFO all sell expertise, but they carry very different risk: professional mistakes, client data, media and rights, funds and fraud, employees. We are independent, so we build the program around your services, your clients, and the contracts you sign, not a generic policy.
A client blames your advice for a loss. A data breach exposes client records. A wire-fraud email moves client funds. A contract required E&O and cyber limits you did not carry. For a professional service firm, the damage usually comes from the work itself, the advice, the data, the money, not the things general liability covers. We build the program so the surprise does not happen.
Every professional service carries different exposure. Start with yours.
E&O, cyber, and crime for advice and data.
Learn more →E&O, cyber, and crime for records and access.
Learn more →E&O and cyber for sensitive tax data.
Learn more →E&O for the advice you sell.
Learn more →Coverage that scales with your engagements.
Learn more →Higher limits for high-stakes clients.
Learn more →E&O, media, and cyber for creative work.
Learn more →Tech E&O and cyber for what you build.
Learn more →Tech E&O and cyber for client systems.
Learn more →E&O, cyber, crime, and management liability.
Learn more →E&O and EPLI for employment advice.
Learn more →Media, rights, and cyber exposure.
Learn more →Reputation, media, and advisory work.
Learn more →E&O and management liability by role.
Learn more →Placement, EPLI, and workers comp.
Learn more →Content, instruction, and venues.
Learn more →Account access, E&O, and cyber.
Learn more →The core coverage for advice and services.
Learn more →Client data, email, funds, and breaches.
Learn more →Failures in the tech services you provide.
Learn more →Premises and the basics contracts require.
Learn more →Property and liability, packaged.
Learn more →Once you hire, including remote staff.
Learn more →Employment-practices claims.
Learn more →Funds, fraud, and employee dishonesty.
Learn more →Leadership, governance, and growth.
Learn more →Excess limits for contract-heavy firms.
Learn more →Owned and personal vehicles for work.
Learn more →Income after a covered property loss.
Learn more →Laptops and gear that travel.
Learn more →Benefit-plan management duties.
Learn more →Governance and leadership claims.
Learn more →Answer eight quick questions about your firm, your clients, and the data you handle and get a clear, educational read on where your program may have gaps: E&O, cyber, contracts, crime, employees, and more. No pressure, no obligation.
Most of what a professional firm needs is a clear answer at a moment that matters: a client contract's insurance requirements, a certificate request, a renewal increase.
A second opinion on whether your coverage fits.
Compare →A client contract asking for coverage? We check it.
Review →Renewal increase or stale policy? Compare before you renew.
Review →A client wants a COI. We sort out what they need.
Help →Workers comp, breach rules, privacy laws, and licensing vary by state. Pick yours.
Plain-language professional-services insurance education, plus compliance pointers for licensing, employment, and privacy.
Independent means your interests come first. We translate how your firm actually works into coverage that fits, and we are there when a client contract, a claim, or a renewal happens.