Accountants' Insurance

Understand your practice: We will gain a thorough understanding of your practice, including the services you offer, the size of the firm, and any specific risks associated with the work. This will help identify your required coverage.

Research insurance options: We will research and identify insurance companies that specialise in providing coverage for accountants. We will also consider carriers with experience in the accounting industry and who offer comprehensive policies tailored to the unique risks faced by accountants.

Compare policy options: We will compare the policies offered by different insurance carriers, considering the coverage limits, policy exclusions, deductibles, and any additional benefits or endorsements. We can find policies that cover PI, PL, and EL insurance.

Negotiate policy terms: We can negotiate policy terms with the insurance provider to make sure that the coverage aligns with your specific needs. This may involve adjusting coverage limits, deductibles, or adding endorsements to tailor the policy to your requirements.

Facilitate insurance purchase: Once the policy terms are agreed upon, we will facilitate the purchase of your insurance coverage, whether it is PI, PL, or EL insurance.

Provide ongoing support: We provide ongoing support to your accountancy insurance, assisting with policy renewals, claims management, and risk mitigation strategies. We can review the coverage periodically to ensure it aligns with any changes in your practice or any regulatory requirements.

We can effectively source Professional Indemnity coverage, Public Liability insurance, and Employers' Liability insurance for accountants, helping them mitigate risks and protect their practice.