Our E&O product targets financial service firms including insurance agents, bookkeeping & accounting, tax prep and investment advise. 

Financial Services Overview
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Products:

• PL/E&O
• GL
• BOP

• PL/E&O not available for actuarial services, financial auditing/consulting, investment advice, mortgage brokering/banking, or stock brokering

State Exclusions: AK
Professions Covered:

• Accounting
• Actuarial services
• Bookkeeping
• Financial auditing or consulting
• Insurance agents
• Investment advice
• Medical billing
• Mortgage brokering/banking
• Stock brokering
• Tax preparation

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