Business Insurance for Financial Professionals

Our Happy Customers

Rebecca Staton, owner of R&S Accounting and Tax Services, lives the day-to-day challenges of a small-business owner. Balancing family, work, and a thousand other obligations, she was looking for insurance that was simple and would fit her small-business budget. Watch the video to learn why she chose insureon.

Timely response to my request for an insurance quote, and getting the policy started. My rep was great!
– Galina S., Montgomery, AL
Had a very positive experience through the business insurance quotation all the way through to receiving a coverage Certificate via email that I could get to my client. Did I mention a great price.
– Ed L., Rochester, NY
Insureon came through with E&O coverage for our business in a pinch for us and their Florida rep - my rep was just outstanding in helping us get our policy completed and approved.
– Robert B., Orlando, FL

They were very helpful in getting my business the coverage we needed. We will use them in the future for our business needs.
– Larry H., Durham, NC
My Insureon rep was responsive and did everything in an efficient and professional manner, I would have no hesitation recommending him and the company to other business owners who need insurance.
– Michael F., Norfolk, VA
what a snap to get my insurance up and running in just a few hours! great reps and helpful! price was outstanding with no run around! highly recommend!
– Barry P., Colorado Springs, CO

By the numbers

Care Prevents Lawsuits

11%

of CPA lawsuits are over mistakes in "easier" work like bookkeeping.

The Future Is Bright

13%

growth is expected for the accounting industry by 2022.

More Work = More Risk

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Sample Quotes & Cost Estimates

See what insurance really costs: actual quotes by policy & specialty.

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Grab-n-Go Information

Top 5 Risks

Data breach.
Repetitive motion injury.
Client lawsuits.
Client injury.
Property damage.

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Grow Your Business

Small Business, Big Numbers: An Accountant's Guide to Landing and Keeping Small Business Clients

Browse eBook

Accounting for Risk

Articles, guides, and business tips for financial professionals.

Sample certificates

See a sample Certificate of Liability Insurance, the proof of coverage you need for most contracts.

See Samples

Accounting for Risk

4 Things to Include in a Retention Letter

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4 Reasons Clients Sue Accountants

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When it
Makes Sense
to Settle

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Ask
a
Question

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Find the Best Price: Compare Insurance Quotes from Leading Carriers

As a financial professional, you dedicate a lot of time and effort to figuring out intricate financial decisions — whether you're performing a complex amortization calculation, sorting out capital loss carryovers on K-1 schedules, or building a customized investment strategy for a client. Wouldn't it be nice if your own finances were just a little bit simpler?

At insureon, we know that simpler is better. Our clients appreciate the way we combine small business insurance expertise and efficiency, helping small-business owners get the coverage they need to sign contracts, protect their firm's finances, and shield them from the cost of professional liability lawsuits.

Our agents specialize in insurance for accounting, finance, and tax professionals. So when you submit an online application, we'll be able to send you customized insurance quotes straight to your inbox. Browse our website to learn more about the cost of small business insurance and pick up a few tips for reducing your business's risk.

The Financial Professional Insurance Leader

Our Happy Customers

By the numbers

Grab-n-Go Information

Accounting for Risk

Find the Best Price: Compare Insurance Quotes from Leading Carriers