Accountant Professional Liability Insurance

• 1 - 3 professionals*

• Gross revenues of less than $400,000 for new applicants*

• No commissions for the referral or sale of insurance or investment products*

• Business cannot consist of 51% or more non-public audit or management advisory services*

  *We suggest the Premier Plan for firms who do not meet these requirements.

• Consulting services
• Tax planning and preparation
• Personal financial planning
• Bookkeeping
• Compilations
• Reviews
• Audits
• Management advisory services
• Information technology services
• Litigation support services

• High-quality, comprehensive coverage and service
• Simplified application process
• Rates developed especially for smaller practices
• Equal and separate limit for payment of claims expenses
• $0 deductible option
• Claims-made coverage provides prior-acts coverage for qualified firms
• Extended claims reporting period provides coverage for claims made during the "tail" period
• Local defense counsel provided who is familiar with accounting practices and experienced in accountants' professional liability law
• Consent to Settle: no claim will be settled without your express written consent
• Trustee Coverage: full coverage limits included, without additional charge
• ECRP Vesting Credit: extended claim reporting period coverage is discounted 10% for each year of consecutive coverage with CNA. This is especially important to those practitioners who plan on retiring, discontinuing or selling their practice

Limits

• $100,000 / $250,000
• $250,000 / $500,000
• $500,000 / $1,000,000
• $1,000,000 / $2,000,000

• Brunswick Companies is administrator for the CPA Value Plan in OH and WV

• All quotes are subject to completion of application and supplements and underwriting approval.

• $0 deductible
• Extended Claims Reporting Period: Optional one, three or five year extensions available in most states