Insurance for Financial Services

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BizInsure insurance partners

Why do Financial Services need insurance?

Financial regulations can be complex and emotions can be high when it comes to money. Inevitably, people tend to react more when things go wrong with financial matters. That’s why business insurance from an expert in your space has never been more important. BizInsure is where you can get dependable and affordable insurance that is tailored to exactly what you do. Click or Call us to compare quotes today, for free.

Did you Know?

Businesses can customize a Business Owner’s Policy (BOP) to help meet their unique needs including coverage for cyber-related claims, business interruption and property loss.

Financial Services insurance covers a broad range of professions.

We help insure many Financial & Insurance Services professionals and businesses including (but not limited to):

Accountants Bookkeepers Economists
Tax Preparers Financial Consultants And many more

 

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Professional Liability Insurance (aka E&O insurance) – Financial Services

As a financial professional, you are respected for your knowledge and customers rely upon your expertise. If a mistake or misunderstanding happens, it can be costly to your business. That is why a reliable Professional Liability policy is essential to protecting your assets.

A Professional Liability policy for financial professionals covers allegations of negligence, bad advice, failure to perform, malpractice, etc. It is triggered when a customer or other third party alleges that your service or advice caused financial harm. A Professional Liability policy covers you, your employees and your independent contractors. It covers your defense expenses as well as any resulting settlements or judgements.

General Liability – Financial Services

Financial businesses are often required to have a dependable General Liability policy in place before they can start a customer engagement or sign a lease. General Liability is the most basic form of business insurance and is recommended for most businesses.

A General Liability policy can protect you against allegations of bodily injury or property damage that may happen inside, as well as outside the office. It can also protect against advertising injury and personal injury claims related to your business.

Business Owner’s Policy (BOP) – Financial Services

Anyone with business property should consider a Business Owner’s Policy (BOP). A BOP is a convenient and inclusive package that covers your business property in addition to the protection afforded by a General Liability insurance policy (above).

BOPs can also cover your business auto liability, business interruption losses, employee dishonesty and more. A BOP is an easy and affordable way to cover many of the most common exposures that financial businesses face.

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I spent several hours comparing quotes and itemized coverage options from multiple agencies, and BizInsure LLC came out on top. The process was fast, the pricing was competitive, and the experience was refreshingly straightforward. I’m looking forward to a continued, stress-free partnership with BizInsure.
Details have changed for the AIDS eoimric. Toda,y , they do not get it thru casual intraction, that's why the death rate is almost exceptable at low rate.
Pleasant, efficient and reasonable/
Reasonable affordable
Very easy to move through
The website was easy to navigate on my own, sect and pay the policy in less than 30 minutes. The agent followed up with a phone call to answer any questions that I may have. Jasmine was professional.
Andrew made the process smooth and easy.
I wish there were more Andrew's working in this business.
My agent Jazmine is the "Best," she explained everything thoroughly and provided my company with what I think is The Best insurance Rate!
Savannah is absolutely awesome! She took the time to thoroughly explain the policy from page 1 to 77, making sure I understood everything. What I appreciated most was that she really listened and understood exactly what I was talking about. Friendly, professional, and with a great attitude, Savannah made the process easy and clear. I’m confident I’ll continue to use BizInsure because of her excellent support!
I couldn’t be happier with my experience using BizInsure. The process of comparing and purchasing coverage was quick, straightforward, and completely stress-free. Their platform made it easy to understand my options, and I was able to find a policy that fit both my needs and my budget within minutes.

A special thank you to Cherice Williams, who helped me with my purchase. She was patient, knowledgeable, and made sure I understood every detail before committing. Her professionalism and friendly attitude made the entire process even smoother.

Thanks, Haynes
Excellent Service
Reasonable prices and the sign-up online is very straightforward.
The agent was very knowledgeable and was very quick in handling my request.
USER FRIENDLY AND EASY
I’ve been with Bizinsure almost 10 years without any issues
Andrea was very helpful, patience and nice with explaining everything
Fácil cotización y seguro
Great service! Its not always easy finding the right quote but Alessandro made it easy for us!
Alex my agent is very kind, patient, and knowledgeable, My process went very smoothly.
Amazing online service and ease of site navigation. I am well pleased with the choice I mad with partnering with BizInsure. Very affordable for the coverages I needed for my personal business.
very helpful staff
Website was easy to navigate and got an excellent quote. Happy with what I got.
Very nice and easy to use !!
I've been with Bizinsure LLC for 12 years. This is the easiest way to take care of my insurance needs. The best pricing too!!!
Great experience
Fast, Simple, convenient
Bizinsure is an exceptional company. The customer service is excellent. The receptionists are very knowledgeable. The insurance agents are very professional.