Insurance for Financial Services

  • Compare quotes in minutes, with no obligation to buy
  • Buy online and receive coverage confirmation – instantly
  • Access only top-quality insurance companies (A-rated or better)

Get instant quotes

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

 

Get instant quotes

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.

Get instant quotes

Very easy company to work with
great ,user friendly
If you’re a looking for an affordable insurance policy, Bizinsure is your go to.
took 5 mins tops...easy and simple
I have had this service since I started my business 3 years ago and I have recommended it to several other business owner for similar coverage because they are fair and great to work with.
Quick and easy process!!!
Andrea Magee was absolutely professional and wonderful and did everything that I needed done speedily. I was so blessed and I mean blessed beyond measure with her. God bless her and all of you and thank you so much for helping me to get my professional liability insurance in such a timely manner. Sincerely, Glenda.Robinson
BizInsure made the process of getting business insurance 'easy peasy' as 1,2,3! I compared pricing, as I do for any purchase, and BizInsure won for the best coverage for the best price! I've used them for 3 yrs now and will continue.
We have worked with BizInsure for years and they have been great to work with!
easy getting a policy thank you!!!!
Great rate and policy
Very responsive; all documents and information easily available; great service!
Easy to use for my small business
Very easy to renew! Thank you
This was easy to follow and cheaper than most offers I received.
Steve is amazing
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.