CRITERIA FOR
PREMIUM CREDITS
Experience; CPE/loss control; engage-ment/disengagement letters; risk
management procedures; peer review;
favorable loss experience.
Membership in AICPA Audit Quality
Centers, PCPS; peer review; longevity;
engagement letters; claim-free; AICPA
risk management education.
Risk management services at no extra
charge. No-cost CPE earned from loss-prevention seminars and online programs;
deductible credits for alternative dispute
resolution and early claims reporting; first-year loss-prevention orientation credit.
Loss-prevention seminar; loss experience;
risk characteristics of the firm.
Best firm characteristics; loss-control
course; use of ADR in engagement letters; engagement letters for non-attest
assignments; early settlement of claims.
CPE; claims experience; firm profile.
Loss-control program, including use of
engagement letters; claims-free; peer
review; professional memberships.
Credit for engagement letters on area
practice, e.g., audit, review work; unqualified peer review; claims-free.
Revenues; number of professionals;
claims experience; peer review; loss-control program; engagement letters; length
of time in business.
Engagement letters; emphasis on tax,
bookkeeping, compilation; infrequent fee
disputes; client screening; peer review;
loss-control seminar; claims-free.
Quality control procedures; claim experience; area of practice concentration.
Loss-control program, including use of
engagement letters; claims-free experience; peer review; business experience;
professional memberships.
CPE; engagement letters; risk management. Loyalty credits for continuous renewals. Deductible mediation credit and
risk management service available.
COVERED ACTS
Claims first made and reported during the policy period for a
wrongful act in rendering or failing to render professional services.
Prior acts coverage and extended claim reporting period options.
Personal injury and punitive damages coverage.
Claims that are first made and reported during the policy period
alleging acts or omissions in the performance of professional
services. Also available are prior acts coverage and extended claim
reporting period options.
Broad definition of professional services, including tax, account-ing/bookkeeping, specific investment advice, management consulting, attest services, valuation, litigation support, and trustee/
executor services. Special program for solo and small firms.
Coverage extensions available, such as nonprofit D&O, privacy
and client network damage, and computer consulting.
Professional services performed or advice given in practice of
accounting, and services performed within the accountant-client
relationship even if they can be performed by non-accountants,
including services as a trustee, conservator or similar fiduciary
capacity, software consulting, and financial advising.
Broad definition of professional services. Full coverage for prior
acts; privacy and electronic media liability; first-party cyber-liability;
reputation protection; NFP directorships; disciplinary proceedings;
subpoena; trustee services; tech consulting; specific investment
advice; SEC attest and SOX engagements. Separate policy available for registered investment advisor subsidiaries.
Coverage for prior acts, innocent insureds, disciplinary proceedings, trustee services, sale of computer hardware and software,
SEC and financial institution engagements, and specific investment advice. Electronic media/data breach/identity theft coverage via endorsement.
Actual or alleged negligent acts, errors or omissions arising from
performance of professional services. Coverage includes innocent
insureds, prior acts coverage and extended reporting periods.
Any wrongful acts committed while performing accounting
services.
Services or advice in accountancy, financial planning and consulting; certain fiduciary or trustee services; technology consulting and
reselling; certain profession-related activities.
Broad range of services, including valuation, forensic accounting,
litigation support, tax, compilation/write-up, reviewed statements,
audits, management advisory, basic financial planning. Coverage
for services as NFP director or officer available.
Broad form definition of professional services.
Actual or alleged negligent acts, errors or omissions arising from
performance of professional services for others. Coverage includes
innocent insureds, prior acts coverage and extended reporting
periods.
Broad range of professional services provided by accountants, tax
preparers, investment advisors, fiduciaries and others. Also offers
EPL, crime, D&O and more.
COVERAGE OF
ASSURANCE SERVICES
Services performed in accounting
practice, including assurance and
financial planning services.
Services performed in the practice of
public accountancy, including assurance services, investment advisory
services and consulting services.
Insurance provided for compilation, review and audit services,
including SEC registrants.
Insurance for technology consulting, personal financial planning
and litigation support service is
built into the main policy form.
Insurance for technology consulting, personal financial planning and
litigation support service is all built
into the main policy form.
Insurance for tech consulting,
personal financial planning and litigation support service is built into
main policy form. Elder Care and
Web Trust are also offered.
Insurance for tech consulting, generic fee-based personal financial
planning and litigation support
service built into main policy.
Includes audit review, comp work,
business planning, consulting
services, litigation support, trustee
work and all tax services.
Within the policy form.
No coverage restriction by nature of
assurance service.
Broad form definition of professional services.
Broad definition of professional services, including advice or services
as a financial planner, consultant,
trustee, receiver or executor.
Full range of services typically
provided by accounting professionals, including assurance services,
barring certain conflicts of interest.
CONTACT
NSM Insurance Group
(800) 970-9778
jemcguire@nsminc.com
Aon Insurance Services
(800) 221-3023
Camico
www.camico.com
(800) 652-1772
inquiry@camico.com
Gary Florian
Herbert H. Landy
Insurance
(800) 336-5422
johnt@landy.com
Jorgensen & Co.
(201) 345-2440
rjorgensen@jorgensenand-
company.com
CPA Mutual Insurance Co.
www.cpamutual.com
(800) 272-0290
bthompson@cpamutual.com
Insight Insurance Services Inc.
(800) 447-4626
Herbert L. Jamison & Co.
(800) 526-4766
mwarshany@jamisongroup.com
Monitor Liability Managers
(847) 806-6590, ext. 590
www.monitorliability.com
tanderson@monitorliability.com
Primus Assurance Group
(877) 388-8258
Amerinst Professional Services
(888) 803-9898; ext. 7012
peter.reimann@amerinstpro.com
Target Insurance Services,
a Division of Crump
Professional Programs
(800) 692-5752, ext. 214
Travelers Bond & Financial
Products
Patti McCarron
pmccarro@travelers.com
