Agency/Firm Rate Calculator

What Activities are you looking to Cover?

What Activities are you looking to Cover? Please check all that apply:

Tell us about your Agency and/or Firm

Revenue, Premium, & AUM Break Down – Based upon the last twelve months – Estimates OK – If NA or $0 put 0


Coverage Options and Rates

LIFE AGENCY COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$3M
Life, Health & Disability
Life, Health, Disability & Annuities
Life, Health, Disability, Annuities, Variable Products & Mutual Funds
Life, Health, Disability, Annuities, Variable Products, Mutual Funds, & Stocks and Bonds

$1,000 for claims involving Fixed Products Only

$5,000 for claims involving Variable Products

P&C AGENCY COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M
P&C Personal Lines Only
P&C Personal and Commercial Lines

$5,000 for claims involving Personal Lines Only

$10,000 for claims involving Commercial Lines

LIFE AGENCY COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$3M
Life, Health & Disability
Life, Health, Disability & Annuities
Life, Health, Disability, Annuities, Variable Products & Mutual Funds
Life, Health, Disability, Annuities, Variable Products, Mutual Funds, & Stocks and Bonds

$1,000 for claims involving Fixed Products Only

$5,000 for claims involving Variable Products

P&C AGENCY COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M
P&C Personal Lines Only
P&C Personal and Commercial Lines

$5,000 for claims involving Personal Lines Only

$10,000 for claims involving Commercial Lines

P&C AGENCY COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M
P&C Personal Lines Only
P&C Personal and Commercial Lines

$5,000 for claims involving Personal Lines Only

$10,000 for claims involving Commercial Lines

LIFE AGENCY COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M
Life, Health & Disability
Life, Health, Disability & Annuities
Life, Health, Disability, Annuities, Variable Products & Mutual Funds
Life, Health, Disability, Annuities, Variable Products, Mutual Funds, & Stocks and Bonds

$1,000 for claims involving Fixed Products Only

$5,000 for claims involving Variable Products

P&C AGENCY COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M
P&C Personal Lines Only
P&C Personal and Commercial Lines

$5,000 for claims involving Personal Lines Only

$10,000 for claims involving Commercial Lines

LIFE AGENCY COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M
Life, Health & Disability
Life, Health, Disability & Annuities
Life, Health, Disability, Annuities, Variable Products & Mutual Funds
Life, Health, Disability, Annuities, Variable Products, Mutual Funds, & Stocks and Bonds

$1,000 for claims involving Fixed Products Only

$5,000 for claims involving Variable Products

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Non-Discretionary Authority and AUM between $0-$10,000,000

$5,000 for claims involving Limited Discretion

$10,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Non-Discretionary Authority and AUM between $10,000,001 - $25,000,000

$5,000 for claims involving Limited Discretion

$10,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Non-Discretionary Authority and AUM between $25,000,001 - $50,000,000

$10,000 for claims involving Limited Discretion

$15,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Non-Discretionary Authority and AUM between $50,000,001 - $100,000,000

$15,000 for claims involving Limited Discretion

$15,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Non-Discretionary Authority and AUM between $100,000,001 - $150,000,000

$20,000 for claims involving Limited Discretion

$20,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Non-Discretionary Authority and AUM between $150,000,001 - $200,000,000

$25,000 for claims involving Limited Discretion

$25,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Non-Discretionary Authority and AUM between $200,000,001 - $250,000,000

$25,000 for claims involving Limited Discretion

$25,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Both Discretionary and Non-Discretionary Authority and AUM between $0-$10,000,000

$5,000 for claims involving Limited Discretion

$10,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Both Discretionary and Non-Discretionary Authority and AUM between $10,000,001 - $25,000,000

$5,000 for claims involving Limited Discretion

$10,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Both Discretionary and Non-Discretionary Authority and AUM between $25,000,001 - $50,000,000

$10,000 for claims involving Limited Discretion

$15,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Both Discretionary and Non-Discretionary Authority and AUM between $50,000,001 - $100,000,000

$15,000 for claims involving Limited Discretion

$15,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Both Discretionary and Non-Discretionary Authority and AUM between $100,000,001 - $150,000,000

$20,000 for claims involving Limited Discretion

$20,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Both Discretionary and Non-Discretionary Authority and AUM between $150,000,001 - $200,000,000

$25,000 for claims involving Limited Discretion

$25,000 for claims involving Full Discretion

RIA FIRM COVERAGE OPTIONS

Limits of Liability
$1M/$1M $1M/$2M $1M/$3M $2M/$2M
RIA Firm with Both Discretionary and Non-Discretionary Authority and AUM between $200,000,001 - $250,000,000

$25,000 for claims involving Limited Discretion

$25,000 for claims involving Full Discretion