Accounting Firms

The accounting profession continues to evolve as firms embrace new technologies, expand advisory services, navigate regulatory changes, and manage growing cybersecurity concerns. We provide specialized insurance brokerage and consulting services for accounting and professional service firms. Our Accounting Firms team includes a diverse group of professionals with varied backgrounds in insurance, risk management, and the legal sectors. For more than 25 years, large and mid-size accounting firms have trusted us to assess their needs and develop tailored risk management and insurance strategies that protect their people, client relationships, operations, finances, and reputation. We offer our clients full-service solutions for all their insurance needs, from Professional Liability, Executive Lines and Cyber Solutions to P&C and Employee Benefits. Contact our team for a better way to manage your risk.

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Services We Offer

We craft customized insurance solutions and policy wording that align with your firm’s goals and your unique risk profile.

When the unfortunate happens, our experts navigate claims with confidence, advocating for the coverage you deserve.

We analyze and compare your firm’s policy coverage, limits, retention, and pricing against peer firms, ensuring you stay ahead of the curve.

We help develop and implement risk control measures and provide practice management insights to safeguard your firm’s future and enhance profitability and efficiency.

Our Approach

We prioritize exceptional, personalized service built on transparency, accountability, and close consultation with your team.

We work closely with clients, leveraging our longstanding relationships to challenge conventional thinking and develop innovative, customized risk management solutions.

Our services cover core accounting and consulting firm insurance products, including:

Accountants’ Professional Liability (E&O)
Crime / Fidelity Bonds
Miscellaneous Professional Service Firm Liability (E&O)
Social Engineering Fraud Coverage
Investment Advisors / Broker Dealer Professional Liability (E&O)
Captive Solutions
Cyber Insurance / Data Security and Privacy Liability
Employee Benefits
Directors’ and Officers’ Liability (D&O)
Group Personal Excess (GPE)
Employment Practices Liability (EPL)
Property & Casualty

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Our Clients

Since 1998, we have partnered with accounting and professional service firms to help them identify, assess, and mitigate worldwide risks and develop tailored risk management and insurance strategies. We are honored to work with top national, regional and local firms, with a particular focus on the Top 200 accounting firms and large financial consulting organizations.

We provide integrated expertise to help our clients manage complex professional liability, cyber, and management liability risks holistically while securing innovative and effective insurance solutions.