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Industry Expertise

Providing coverage to insurance agents for more than 30 years.
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Total Team Protection

Covering individual life/health agents, insurance brokers, and non-licensed staff
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Tailored Coverage

Protecting the unique needs of insurance agents

Registered Investment Advisor (RIA)

  • Top Rated Insurance Carrier: CNA is the 8th largest US commercial lines insurer* with assets of $45.3 billion
  • Limits available: $1m/$1m, $1m/$2m or $1m/$3m
  • Competitive Rates
  • Prior Acts Coverage going back to the first continuous E&O policy subject to policy provisions
  • Coverage for any corporation, partnership, or other business entity owned or controlled by an Insured for rendering or failing to render Professional Services
  • Quick Issue: Apply, Pay, Bind and Print your Certificate of Insurance in less than 5 minutes
  • Extended Reporting Period for 1 Year at No Additional Charge
  • Peace of Mind for Your Business: secretarial, clerical and administrative personnel are insured if acting on behalf of the insured
  • Peace of Mind for Your Family: coverage extended to spouses, domestic partners, estates, heirs or legal representatives for claims arising out of their status as such

*Based on 2013 Net Written Premium, A.M. Best

1-866-795-2041 | 8am – 5pm CST | Monday – Friday

The highlights listed on this site, which have been prepared by Mercer Consumer, contain a summary of the insurance policy provisions. In the instance of conflict between this site and the actual Policy, the Policy language will prevail and control. See the Policy for complete list of coverage and exclusions.

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