Insurance for Financial Services

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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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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...
Thanks, you for your service
I want to say thank you for all the hard work the agent put in with me. She was glad to hear from me. Very pleasant to deal with and solved my needs
Thank you for your professionalism and patience and helpfulness with my insurance needs for my new business. Thank you, Amy Raley as well for all of your help - you are sincerely appreciated and you are an asset to BizInsure LLC!
I have been using Bizinsure for several years and find the ease of renewing as well as generating additional insured certificates to be easy and useful, especially as a sole prop. thank you
Agent was precise and clear with explanation. Getting a quote was fast and easy. Thank you
Easy to renew Policy
BizInsures insurance is easy and affordable. Employees are well courteous and professional.
The renewal process is fast and efficient.
Easy to get Quote and start insurance with the recommended Insurance company. Not sure yet on services there after.
Yes, super easy!
I worked with Rachel to whom is professionally pleasant! She made it quick easy and communicating effectively while starting my business policy. I had to follow up for a COI addition and it was revised within minutes after me sending the email request.
Very Happy with the process and coverage.
very easy and efficient process. we are very happy.
Pleasant, efficient and reasonable/
I had an exceptional experience with Andrea Magee at BizInsurance. From day one, her professionalism, caring attitude, and thoughtfulness made a significant impact. She truly understands the needs of her clients and offers outstanding support. Her approach was not only thorough but also deeply supportive of our business. I highly recommend Andrea for anyone looking for top-notch insurance service!
Every year, BizInsure is my go to for general and professional liability insurance! The rates are unbeatable.
I renewed my policies , including a few updates, through the on-line portal. It was quick, easy and completed in a few moments. I will not have to revisit thias until 12 months from now. I printed out my documents and have no questions pertaining to my renewal. It was seamless. Thank you Biz Insure
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!!!
I have been a bizinsure client for a decade, and I couldn't be happier with the ease and customer service they offer. Highly recommended!
Why send emails and ask the company rep to call Bizinsure to renew, when you call and you get directed back to the website?I did want to speak to a person, but was unable to do so.
Easy to navigate what you need. Always notify ahead of renewal!
Andrew is an asset to your company!
Liability Insurance is not enough for a smallbusiness. BizInsure also has Professional Liability Insurance to protect my business and team from unintended missteps. Thank you for making the process easy.
Fast, Simple, convenient
This company is very efficient, easy to manuever their online renewal, I love it and would recommend to anyone.
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4.7
Based on 332 reviews
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