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Accounting & Finance Insurance

Protect the business your clients trust.

Accounting and finance professionals handle deadlines, sensitive data and money that isn’t theirs. The right coverage helps when a client says a mistake cost them, or when data is exposed.

Recommended coverage

Coverage Accounting businesses may consider

Every business is different. These are the coverages businesses like yours most often review.

Professional Liability

Protection related to certain claims involving professional services, mistakes, or omissions.

Why it matters for you

A missed deadline or calculation error can lead to a client claim, even when the work was done carefully.

ExampleA client is assessed a penalty and says your filing error caused it.

Cyber Liability

Protection designed around certain cyber incidents and data-related exposures.

Why it matters for you

You store tax IDs, bank details and financial records that criminals target.

ExampleA breach exposes clients’ Social Security numbers during tax season.

General Liability

Protection for everyday business liability risks.

Why it matters for you

Clients visiting your office create everyday liability exposure.

ExampleA client slips on a wet floor at your office.

Business Owners Policy

A convenient combination of business property and liability protection for eligible businesses.

Why it matters for you

Many offices qualify to combine property and liability in one policy.

ExampleA fire damages your office computers and files.

Workers’ Compensation

Coverage designed to protect employees and businesses when work-related injuries occur.

Why it matters for you

Employees need coverage for work-related injuries.

ExampleAn employee is injured lifting boxes of archived records.

Commercial Umbrella

Additional liability protection above qualifying underlying policies.

Why it matters for you

Higher limits can help with large claims or contract requirements.

ExampleA large liability judgment exceeds your underlying limits.

Get a quote for your accounting business.

Answer a few questions and a licensed professional will help you explore coverage options.