Consulting & Professional Firms
Comprehensive Errors & Omissions (E&O) coverage designed for financial, marketing, and management firms facing allegations of professional negligence.
Operational Risk Profile
Firms providing management, financial, or marketing advice are exposed to claims of professional negligence. If a client alleges that a consultant’s guidance, strategy, or administrative error resulted in lost revenue or regulatory penalties, the firm can face devastating litigation costs, even if the claims are ultimately proven baseless.
Core Coverage Considerations
While every business has a unique risk profile, a foundational risk management strategy for this industry typically includes the following core coverages. We will work with you to identify any additional specialized policies required for your specific operations.
Professional Liability (E&O)
The foundational coverage required to defend against allegations of bad advice, failure to deliver promised services, or professional misrepresentation.
Cyber & Privacy Liability
Necessary to protect the highly sensitive, proprietary client data and financial records stored on the firm’s servers.
Business Owner’s Policy (BOP)
A streamlined package covering basic office property, computers, and general premises liability for clients visiting the firm’s location.
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