E&O For Agents and Advisors
 
Individuals

Individuals

  •  Life, Health, Annuities, P&C Agents
  •   Investment Advisors & Reg Reps
  •   Unlimited ERP Available
  •   Lowest Rates
Prior Acts Only

Prior Acts Only

  •  Life, Health, Annuities, P&C Agents
  •  Investment Advisors & Reg Reps
  •  Protecting prior business activities
  •  Fill your gap in coverage
Agency/Firm with two
                                or more

Agency/Firm

  •  Life, Health, Annuities, P&C Agencies
  •  RIA Firms
  •  Protect your firm & the people in it
  •  Lowest Rates
 
Programs For The Financial Service Professionals

 GET YOUR CERTIFICATE

 RENEW YOUR POLICY

 REPORT A CLAIM

 UPDATE YOUR INFO

 UPDATE COVERAGE

 UPDATE PROFILE

VALUED CLIENTS SECTION

Access your policy 24 Hours a Day 7 Days a Week, including holidays!

  •  Get your certficate in minutes.
  •  Renewing your policy made easy.
  •  Filing your claims had never been so simple.
  •  Coverage update simplied.
  •  Update your Profile & Payment information.
  •  Ask Us questions.
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For Individuals

E&O Coverage for an individual’s liability arising out of his/her acts as a life insurance agent, P&C agent, registered representative and/or investment advisor. Errors and Omissions coverage is professional liability insurance that protects professionals against negligence and other claims initiated by his/her clients. General liability insurance policies do not cover claims arising out of business or professional practices such as negligence or misrepresentation, which is why you need E&O to protect you and your business. We offer a menu approach to coverage so you only pay for what you need. Click Plan 1 or Plan 2 below for more information.

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As an insurance or financial-services agent or advisor E&O Insurance

Individual Coverage Options


Choose the Coverage Option that best applies to you. (Some areas may not apply)

Find the E&O Plan that’s Right for You!

Rates as Low as

$420

Rates as Low as

$467

I need Coverage for..... E&O Plan 1 E&O Plan 2
Life, Accident and Health Insurance Agent Activities
The sale and or Servicing of Annuities
An Agent acting as a General Agent Not Covered under Plan 2
Coverage for Level Funded Health Plans Not Covered under Plan 1
B+ rated carriers covered
Coverage for Life Insurance Consultants
Coverage for Notaries
...
Coverage for P&C Agents Not Covered under Plan 1
Registered Reps and/or Investment Advisors activities
Coverage for Non-Leveraged ETFs and/or ETNs and some Alternative Investments Not Covered under Plan 1
Qualifying Criteria.....
Coverage if you have had a Bankruptcy in the last 10 years Not qualified for Plan 1
Underwriter Special Consideration if you have been the subject of a Claim or Regulatory Action

Choose Your E&O Plan Here

DefenderPlus CNA DefenderMax
Affordable E&O Insurance for insurance agents, agencies, RIAs Plans starting as low as $44 a month

For Agencies with two or more agents and/or Firms with two or more advisors

E&O Coverage for an agency or firm’s liability arising out of its acts as an insurance agency and/or advisory firm and its employees and independent contractors. Errors and Omissions coverage is professional liability insurance that protects professionals against negligence and other claims initiated by his/her/it’s clients. General liability insurance policies do not cover claims arising out of business or professional practices such as negligence or misrepresentation, which is why you need E&O to protect your business. We offer a menu approach to coverage so you only pay for what you need. Click Here for more information.

Learn More

For Individuals Needing Prior Acts Only

E&O Coverage for an individual’s liability arising out of his/her prior activity's as a life insurance agent, P&C agent, registered representative and/or investment advisor. Errors and Omissions coverage is professional liability insurance that protects professionals against negligence and other claims initiated by his/her clients. General liability insurance policies do not cover claims arising out of business or professional practices such as negligence or misrepresentation, which is why you need E&O to protect you and your business. We offer a menu approach to coverage so you only pay for what you need.

Learn More

Prior acts coverage is an insurance policy feature that covers claims made on insurable events that occurred prior to a policy’s purchase.

 CONNECT WITH US

Our goal is to make your insurance buying experience as informational and easy as possible. We understand your time as a business owner is valuable so we have created some helpful tools and resources. View the links below to gain additional knowledge or assistance for your insurance needs.