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Professional Liability (E&O) Insurance Quote

Independent agency — we shop multiple carriers to find your best rate.

👤 Contact Info

First Name *

Last Name *

Phone *

Email *

Date of Birth (needed to start your quote) *

📋 Professional Liability (E&O) Insurance Quote Details

Business Name (not required)

Profession / Type of Business *

Which of the following services does your business provide? Check all that apply. *

Auditing/Attestation services Bookkeeping/Payroll services Business Consulting Business Valuations/Forecasts Certified Public Accounting Enrolled Agents Estate Tax Returns Forensic Accounting Litigation Support Personal Tax & Business Tax Returns Accounts Payable / Accounts Receivable Other

Does your business manage or participate in any of the following services? Check all that apply. *

Auditing for financial institutions or pensions Financial planning as a registered financial advisor Investment advice Mergers & acquisitions Public audits, SEC audits, high net worth auditing ($10M+ clients) Tax shelters Trustee services None of the above

Address *

Who is your current carrier? (not required)

Description of services provided (not required)

Estimated Annual Revenue *

During the next 12 months, what % of your expected gross sales will you earn from your largest customer? (not required)

# of Employees / Professionals (not required)

Years in Business (not required)

Years of experience (not required)

Do you currently have professional liability (E&O) coverage? (not required)

Yes No

Current E&O carrier (if any) (not required)

When does your current policy expire? (not required)

Limits requested (claims-made) (not required)

Any claims or incidents in the past 5 years? (not required)

Yes No

If yes, briefly describe (not required)

Are you aware of any circumstances that could result in a claim? (not required)

Yes No

Has any E&O coverage ever been declined, cancelled, or non-renewed? (not required)

Yes No

When do you want your policy to start? *

How would you like us to contact you? (not required)

📎 Documents

Attach documents (current policy, dec page, photos - optional) (not required)

Up to 5 files total, 10 MB each — PDF, photos, or documents.

Do you consent to receive text messages? *

Yes No

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