Comprehensive E&O Insurance Coverage

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Comprehensive E&O Insurance Coverage

Savings
Save up to 15% on your annual policy premium.
  • Description
  • Advantage
  • Benefits

Minimize business risk through comprehensive E&O insurance and other risk solutions.

Are you protected with professional liability coverage? Financial services industry professionals know that E&O protection is essential. Moreover, having a trusted partner with expertise in the financial industry saves you time and provides peace of mind… we are that partner.

Our Financial Risk Solutions team has been crafting custom solutions since 1879, so you can be confident the policies will be carefully constructed to meet your firm's specific needs.

We have a long-standing partnership with Markel, a Fortune 500 company and leading insurance carrier in the RIA space. Together, we have established meaningful pricing discounts, so E&O protection is well within your reach and budget.

Advantage

  • Up to 15% savings on your annual policy premium (subject to Markel underwriting)
  • Streamlined underwriting and quick quote turnaround -- within 48 hours
  • Shorter application form and approval process through a dedicated team
  • Robust policy enhancements that protect your business against costly claims
  • Side by side policy comparison upon request (quality and cost)

Benefits

Professional Liability Coverages (E&O) 

  • Limits up to $10 million
  • Deductibles options from $1,000
  • Execution error coverage included
  • Claims made basis

Directors & Officers (D&O) Liability Coverage

  • Limits up to $10 million
  • Variable deductibles available
  • Shared or separate limits
  • Sides A, B, and C are available

Employment Practices (EPL) Liability Coverage

  • Limits up to $10 million
  • Variable deductibles available
  • Shared or separate limits
  • Wage and Hour Coverage is available
  • Third-Party Liability is available