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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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!
It was very easy to apply
GREAT JOB, DOING BUSINESS WAS JUST GREAT.
Bizinsure is an exceptional company. The customer service is excellent. The receptionists are very knowledgeable. The insurance agents are very professional.
Absolutely the easiest, absolutely the fastest, the best I can tell the lowest cost. For many businesses, Insurance is a dirty word, because it's complicated and we're actually so busy minding our business that when complicated insurance issues get in the way, it slows us down. But not with these guys. Biz Insure LLC has figured it out and thank goodness they have...
Great company to work with
Easy to use website, renewing policy was easy.
The process was quick and user-friendly.
Prices were more than reasonable. The customer service rep that I spoke to was very knowledgeable and helpful.
Very helpful and professional!
quick and easy......
Great customer service very helpful
Wasn't that easy. Lot's of little hoops to jump through and added fees for my trouble.
So far, so good. Just purchased a policy for my business, the online portal was easy to get through, no complicated jargon that would overwhelm someone looking for a business policy.
Quick and easy!
It was an extremely simple process.
Excellent customer service! Great price ! Customer friendly, knowledgeable and communicated very well with all of the
questions that I had. I would definitely recommend this company for your insurance needs. Thank you for the great experience!
The BizInsure team were very helpful and knowledgeable. They answered all my questions and got a very nicely priced policy for my business.
The process to obtain coverage was streamlined and changes are easily accessible.
The easiest online insurance I have ever made. So easy and seamless
Simple renewal process
Easy to renew. No sales pitch.
The team is always quick with our requests for insurance documents and they were a great help finding us a policy that fits our needs. We'd highly recommend them for any small business insurance needs!
Very easy transaction renewing my insurance. They also have exceptional customer service!