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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Easy purchase and pricing was good.
We have used them for our business for many years and have had no issues. They always answer any questions quickly. Great customer service.
I've been with bizinsure for the last four years. No problem, everything has been easy to deal with
Great help on the phone and very easy to renew. Your prices have remained the same as last year - thanks for your insurance coverage!
Excellent Service with a personal approach. Outstanding
Process very easy
I looked around a lot for E&O insurance for my publishing business before landing on BizInsure. While I won't mention names here, let's just say that I looked at some "big" ones that didn't (or maybe couldn't) beat what I found here. It's also an easy and seamless application process. No surprises or fuzzy language. I'm very impressed...
BizInsure LLC is a good insurance; I really like the service and coverage.
Great insurance serviceing and customer service EXCEPT the web page does not show purchases. A one stop location for policies, addenda, etc AND past/current purchases is helpful instead of hunting for email receipts.
Jade Leger was an excellent agent to work with. He contiued to assure me that he'd find a policy to fit the needs of our company.
Easy to work with and very responsive. Glad to have them as my broker.
Fast, Easy and super helpful.
Good professional services. quick and simple easy steps for an insurance quote for my business. Thank Biz Insurance
Great customer service.
Paulette was extremely helpful and very efficient! This is my 10th year with Bizinsurance, keep coming back for the service 🤗
Awesome thanks
I appreciate their support in helping our agency obtain general liability insurance. Their service was efficient, straightforward, and reasonably priced.
Great insurance company
Quick & Easy
Amy was GREAT! She explained my policy for me and assisted in helping me to choose the best option for the business services that I provide. The other insurance agents from other carries were not able to provide the type of coverage that I needed. PLUS it came as a packaged deal, I love that! Thanks again, Amy!
I had an excellent experience working with **BizInsure LLC** while securing coverage for my business. From start to finish, the process was smooth, professional, and very informative. A special thank you to **Jazzmine**, who went above and beyond throughout the entire process. She was extremely helpful, patient, and incredibly business-savvy. Jazzmine took the time to explain the different coverage options in a way that was clear and easy to understand, making sure I selected the policy that best fit my company’s needs. She never rushed the conversation and answered every question thoroughly, which made the experience feel very supportive rather than transactional. What I appreciated most was her professionalism and knowledge of business insurance. It was clear that she genuinely understood what business owners need and worked hard to make sure everything was handled correctly. If you are a business owner looking for insurance and want someone who is knowledgeable, patient, and truly committed to helping you make the right decision, I highly recommend **BizInsure LLC**—and definitely ask for **Jazzmine**. She made the entire process seamless and stress-free.
Great service wrapped up on the same first call.
I was referred by a former insurance company that no longer provided the product/services that I required for my business. The process to insure my business at the same level was seamless and literally took a matter of minutes!
this sight was very user friendly and used wording in the policies for me to understand. They also was the only one out of 4 other companies that covered my mobile specimen collection business.
Amy R. was Amazing! Knowledgeable and helpful🙏
It was very easy to apply