Industries · Professional services

Insurance and benefits for professional firms

For law, accounting, consulting, marketing, and other firms whose expertise is the product — professional liability, cyber, and benefits that keep great people.

Your reputation rests on your advice. Protect it.

Professional firms face claims over advice, deadlines, and confidential data, and they compete for talent with benefits. We help you carry the right professional and cyber coverage and build a benefits package your team values.

Professional services insurance solutions

Professional liability (E&O)

Coverage for claims of mistakes, missed deadlines, or negligent advice.

  • Policies tailored to your profession
  • Defense costs and settlements
  • Prior acts and tail coverage options

Cyber liability

Protect confidential client information and your payment processes.

  • Data breach and ransomware response
  • Funds-transfer and invoice fraud
  • Regulatory and notification costs

Office, liability & EPLI

Core business coverage and protection from employment claims.

  • Business owner’s policy or property and general liability
  • Employment practices liability
  • Umbrella and hired auto

Benefits for your team

Competitive benefits that help you recruit and keep professionals.

  • Group health, ICHRA, and level-funded options
  • Dental, vision, life, and disability
  • Voluntary benefits and HR technology

Why professional firms work with us

Profession-specific coverage

Policies that reflect how your type of firm actually gets sued.

Cyber and fraud focus

Protection for the client data and payments you handle every day.

Benefits that retain

Packages benchmarked against firms you compete with for talent.

Plain-language advice

Clear options and recommendations, without jargon.

How we work

A clear process from first call to every renewal

  1. Discover

    We learn your goals, workforce, budget, risks, and renewal dates — before we recommend anything.

  2. Analyze & benchmark

    We review your current plans, policies, and claims history, and benchmark them against companies like yours.

  3. Market & recommend

    We take your program to the market and present side-by-side options in plain language, with a clear recommendation.

  4. Implement & advocate

    We handle enrollment, employee communication, claims help, and compliance — and stay with you all year.

Frequently asked questions

What is the difference between general liability and professional liability?

General liability covers bodily injury and property damage, such as a visitor slipping in your office. Professional liability covers financial losses a client claims were caused by your advice or services. Most professional firms need both.

Do small firms really need cyber insurance?

Yes. Small firms are frequent targets because they hold valuable client data and often have fewer security resources. A cyber policy pays for breach response, recovery, and claims that can otherwise be very costly.

Get a coverage review for your firm

Share your current policies and benefits. We will show you where you are protected and where you are exposed.

Call us Get a quote