Professional Liability Insurance Coverage is provided on a claims-made basis from New Hampshire Insurance Company, a member company of Chartis Inc. 

 

Express Plan


Select Plan


Applications

 

If you are a large firm or do not otherwise meet the eligibility guidelines for the Express or Select Plans, CPA Protector Plan can assist in placing your firm’s coverage with alternative markets.  



Professional Liability Insurance Coverage is provided on a claims-made basis through:

 

Express Plan


The Express Plan is designed to meet the Professional Liability needs of small CPA firms with 1-4 billable professional staff. Firm size is limited to revenues of less than $525,000. Express Plan firms provide traditional accounting and tax services. The Professional Liability Coverage form is the same for both the Express and Select Plan. The Express Plan has fewer limit and deductible choices. Small firms with more diverse services, higher revenues or specialty needs should be placed with the Select Plan.

Select Plan


The Select Plan was developed to provide small to mid-sized CPA firms with Professional Liability Coverage flexible enough to provide a wide choice of limits, deductibles and to address diverse offerings of professional services. A review of the Coverages Section will provide you with more detailed information of the features of the Professional Liability form. The Select Plan is designed to provide protection to firms with revenues up to $5,000,000.

Additional products available to enhance coverage by endorsement include: Employment Practice Liability Insurance, Non-profit Directors & Officers Insurance, Employee Dishonesty Coverage, Corporate Identity Protection, Registered Investment Advisor Coverage, Real Estate Agent Coverage, and Life Insurance Agent Coverage.

For more information about the features of the professional liability policy and the optional coverages see Coverages.