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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Easy to renew.
They always answer the phone and make my COIs as requested. Love them! Heather
great with my business I love the way the business is handled. Thank you
Competent and friendly Organization.
It was an extremely simple process.
Very friendly and helpful, so far it was an easy process and fast. And my sells person was amazing! I didn't get her name but she has a amazing attitude and customer service!!!
Excellent services and program
They are good to have for a business insurance !!
very professional, high quality costumer services, polit
Great coverage and very flexible for my business needs!
They make it so easy to get insurance!
Easy process
Always and easy process. Thanks!
Great customer service. Quick and efficient. Amy rocked! I highly recommend using BizInsure for your insurance needs.
Great Customer Service and easy renewal process
Extremely polite, very information and able to answer all questions, quick with issuing the policy and half the price of most insurers. Thank you for making it pain-free.
This system is short and sweet, thanks
Patrice was very professional and prompt. I definitely recommend this company.
Process was quit and easy.
Just getting started... excited!
Thank you Jen for assisting me with my insurance needs. Very professional! It was a pleasure chatting with you too!
So very easy. What a great service.
Cherice Williams is the best and very easy to talk to 😊
The process was easy to maneuver.
Good service
Jennifer was amazing, informative and guided me to exactly what was needed to cover my business. Highly recommend.
First of all the agent I spoke with was very kind and helpful. Her name is Andrea. I appreciate the easy and quick online application to purchase my insurance.
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