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Professional services insurance

Insurance built around the advice you give and the data you hold.

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.

The real risk

The lawsuit is rarely about the office. It is about the work.

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.

By firm type

Coverage shaped to what you do.

Every professional service carries different exposure. Start with yours.

By coverage

The coverages a professional firm actually needs.

Compare your coverage

Not sure your coverage matches your services?

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.

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We match coverage to your services and contracts
We check cyber, data, and client-funds exposure
We line up the limits your client contracts require
You get a clear read, no obligation
When firms call us

Contracts, certificates, and renewals.

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.

By state

Workers comp and privacy rules change at the state line.

Workers comp, breach rules, privacy laws, and licensing vary by state. Pick yours.

Oregon California Washington Idaho Utah Nevada Arizona Montana Colorado Texas New Mexico
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Learn

Guides, answers, and a glossary.

Plain-language professional-services insurance education, plus compliance pointers for licensing, employment, and privacy.

Why professional firms work with us

We speak E&O, cyber, and client contract.

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.

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