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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Amy was a delight to work with she help me with finding he right policy for my business I can't thank her enough for her help
I purchased liability insurance for my home care agency, Unlimited Gentle Care, and the process was seamless and straightforward, ensuring that every aspect of our liability was covered. This company also offers a great value for the extensive coverage my company receives
BizInsure was an easy way to purchase insurance for my business.Kaleb especially was a great help.Thanks,Rich Valentini
awsom service, perfect price and great policy
I have purchased General Liability Insurance for the past 4 years at BizInsure for my wedding videography small business. In these 4 years, it has always been a smooth process.There must've been some sort of technical issue (potentially due to my change in address), so my policy didn't auto-renew. I called Bizinsure and talked to Paulina, who was beyond helpful. She was very polite and explained things very well. One small detail that I can appreciate is that she often said my name, which shows that their customer service is intentional about personalized communication.In just a few minutes, we updated my account + renewed my insurance for a 5th year. I highly recommend Bizinsure!
great customer services.
This company allowed us an amazing experience, including very efficient, detail-oriented, and patient guidance from their commercial sales agent, Jenifer. I highly recommend this service for anyone in need of a business insurance policy.
Jennifer was very helpful and great to work with.
Very professional, fast and reliable. I appreciate their knowledge and experience. They have made this journey easier for me.
Very easy to renew! Thank you
super quick and easy process!
I am very satisfied with Bizinsure. No regrets
Very professional, easy, and thorough application process.
BizInsure is efficient and price friendly. I definitely reccommend them to anyone. Thank you.
Very easy to work with, cost effective, prompt renewal and easy to get certificates of insurance instantly. I use them exclusively for my professional and general liability insurance needs as a consultant.
Great process and very efficient.
Friendly and very fast service!
Jennifer Whiscombe, is an amazing agent. She was very knowledgeable, thorough and friendly. I highly recommend.
They make it very easy to buy insurance and renew.
As a business owner I love not wasting time. Thank you so much for giving me more time
Very straight forward, the cost of coverage amount made sense, simplicity was appreciated.
Always easy. Thank you.
A Company that is easy to deal with and that I have used for several years. I appreciate the continued support.
Very easy and affordable!
Responsive and professionalCompetitive price. I highly recommend Bizlnsure as an insurance provider
Your service is easy to renew as needed and your company informs the client in advance for renewal.
It has been a pleasure doing business with Biz Insure Llc.Their representatives are very courteous, helpful and customer service oriented.
Quick and easy....
I follow the instructions & would prefer to paid every month. I did not have the options to pay every month.
Thank you, Amy, for making my experience enjoyable and funny. Thank you so much for your kindness!!!
I'm pleased with the business quote I received from Bizinsure LLC. Thank You!
Very satisfied with the online experience
Been a happy customer for years! Easiest company to receive a quote and get insured. No hassles! Easy payment! Finance plans, if needed!
Love it
Every year, BizInsure is my go to for general and professional liability insurance! Thenrates are unbeatable.
The agent was quick and efficient in generating a quote for my needs.
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Based on 285 reviews
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