Sample Certificates of Insurance
for Accountants, Advisors, Appraisers, Brokers & Other Finance Professionals

Clients and business partners may ask you to show "proof of insurance" to demonstrate that your accounting firm is fully insured — in these situations, you'll need to have a Certificate of Liability Insurance.

What is a Certificate of Liability Insurance?

Insurance Certificates are one-page documents made by your insurance provider to show you're covered and summarize the main features of your insurance policy. Insurance Certificates typically show…

  • When your policy expires.
  • Brief notes on what is and isn't covered.
  • The limits of your policy (i.e., $1 million in claims and a $1,000 deductible).
  • Any third-party contractors or additional insureds also covered by your policy.

You might need these certificates to sign contracts. For example, you may need to show proof of insurance when…

In these situations, you'll typically attach a copy of your Insurance Certificate to the contract or lease.

Sample Certificates of Insurance for Accountants, Registered Investment Advisers, and Finance Firms

To give you an idea of what your Insurance Certificate looks like, we've provided this sample Certificate of Liability Insurance for accountants.

Get an Insurance Certificate for Your Accounting Firm

In order to get an Insurance Certificate, you'll need to sign up for small business insurance. It only takes a few minutes to submit an online insurance application. After that, you can usually get your proof of insurance within a few days — often faster.

If you need quick coverage to sign a lease or client contract, submit an online insurance application with insureon.

Customer Rating 4.9 out of 5
Read Customer Reviews

Grab-n-Go Information

Free eBook
Small Business, Big Numbers: An Accountant's Guide to Landing and Keeping Small Business Clients
Browse eBook
Sample certificates
See a sample Certificate of Liability Insurance, the proof of coverage you need for most contracts.
View Sample
Sample Quotes & Cost Estimates
See what insurance really costs: actual quotes by policy & specialty.
Get Estimates
Ask A Question
Submit your questions about small business insurance and get answers from our experts.
Read Answers