Target classes
- Business Tax
- Individual Tax
- Bookkeeping
- Reviews
- Compilations
- Write-Ups
- Non-Public / Private Audit
- Interim/Outsourced CFO's
Highlights
- Risk Management & Pre-Claim Assistance Services
- Broad Definition of Professional Services
- Network Security and Privacy Liability Coverage
- Disciplinary Proceedings Coverage
- Subpoena Response Assistance Coverage
- Public Relations Expense Coverage
- Expense Reimbursement Coverage
- Third-Party Discrimination Coverage
- Modified Consent to Settle Clause - 50/50
- Mediation Provision to Reduce the Deductible - 50%
- Automatic 60-Day Extended Reporting Period
- Automatic Aggregate Deductible (3x)
- Unlimited Non-Practicing / "Retirement" ERP
Optional Coverage Available (for qualified risks)
- Cyber Secure Enhancement (First-Party Cyber) - Up to $250,000
- Claims Expenses Outside the Limits (DOL) - Up to $1 million
- Extended Trustee and Other Fiduciary Coverage
- Employment Practices Defense Coverage - Up to $100,000
- Outside Organization D&O Expense Coverage - Up to $100,000
- Life Insurance Agent or Broker Coverage - Up to $500,000
- Employee Dishonesty Coverage - Up to $500,000
- First Dollar Defense
For product inquiries or submissions: [email protected]
Summary of coverage
Tokio Marine HCC’s Accountants E&O product is designed and developed to protect against errors and omissions made by CPA’s, accountants, bookkeepers, and tax professionals. Professional liability insurance can mitigate the risk of high-liability and high-visibility lawsuits, helping to keep your budget and your reputation intact.
- Coverage offered on a duty to defend policy form with flexible limit options
- Capacity: up to $3 million / $3 million are available for qualified risks
- Minimum deductible: $2,500
Documents & forms
- Accountants Professional Liability Insurance Application View PDF
- Accountants Professional Liability Insurance Renewal Application View PDF
- Audit Services Supplemental Application View PDF
- Executor, Administrator and Trustee Supplemental Application View PDF
- Personal Financial Planning and Investment Advice Supplemental Application View PDF
- Accountants Professional Liability Policy Form View PDF
- Accountants E&O Professional Liability Coverage Highlight SheetView PDF
Not all products, coverages, or features may be available in all states. Restrictions, exclusions, limitations, and conditions apply and you should see your agent for more information. Certain products and services are provided through non-admitted insurance carriers and are not subject to certain State Guaranty Funds.