CPA/Financial Services Capabilities

We understand and appreciate that every business is unique, and that your business is your principle concern.  Providing the best and most cost-effective Risk Management Program for you is our primary goal and focus.

CPA/Financial Services Insurance
Property Coverages
  • Buildings and Premises
  • Contents and Personal Property of Others
  • Fine Arts
  • Business Income and Dependent Properties
  • Power & Utility Interruption (on/off premises)
  • Ordinance and Law Costs of Construction
  • Equipment Breakdown and Consequential Loss
  • Computer Equipment and Data
  • Valuable Papers and Records
General and Professional Liability Coverage
  • Premises and Operations Liability
  • Professional Liability
  • Bodily Injury and Property Damage
  • Personal and Adversitising Injury Liability
  • Employee Benefits Liability
  • Personal Information, Identity Theft Exposures
  • Cyber Security and Website Protection
Automobile Coverage
  • Owned and Leased Vehicles
  • Hired and Non-Owned (employees') Exposures
Crime/Fidelity Coverage
  • Employee Dishonesty and Fraud Exposures
  • ERISA and 401(k) Plans
  • Cyber Security and E-Commerce Exposures
  • Burglary and Robbery
Executive Liability Coverage
  • Directors & Officers
  • Employment Practices Liability
  • Fiduciary Liability