- Broad definition of Professional Services
- Claims made and reported policy form
- Multiple deductible options, including loss only
- ERP Options: 1-,3-, or 5- year period as well as unlimited terms; qualifying retirees are eligible for a free ERP
- Toll Free pre-claim and risk management hotline
- Claim expenses within or outside the limits
- Limits up to $5MM/$5MM on a primary basis
- Program is available in 40+ States
Risk Appetite
Accountants
- Program designed for tax preparers, bookkeepers, and small to medium accounting firm
- Up to 100 professionals
- Favorable loss history
- Engagement letter use
- Limited conflict of interest (officer position and/or equity interest in a client)
- Pursuing appropriate continuing education and risk management guidance
- Operational Stability
