Professional Services

E&O, cyber, EPLI, and management liability for law firms, CPA firms, consultants, and A&E firms across NY.

Insurance for Professional Service Firms

Professional service firms live and die by the quality of their advice. When a client claims that advice cost them money, the E&O policy is what responds. That makes professional liability the central line for this vertical, and the one that requires the most attention at placement and renewal.

We work with law firms, CPA and accounting practices, consulting firms, architecture and engineering firms, advertising and marketing agencies, IT consultancies, and executive recruiting firms. Each carries a different E&O exposure profile, and the coverage needs to match.

What we place for professional service firms:

  • Professional Liability (E&O) – claims-made coverage with retroactive date management, prior acts, and tail considerations
  • General Liability – premises, operations, and completed operations for firms with physical office space
  • Property / BPP – office contents, tenant improvements, electronic equipment
  • Cyber Liability – client data protection, ransomware response, regulatory defense for firms handling sensitive information
  • EPLI – wrongful termination, harassment, non-compete and non-solicit disputes in competitive talent markets
  • Workers’ Compensation – including remote work state allocation for firms with distributed staff
  • Management Liability / D&O – for partnership-structured firms and firms with governance boards
  • Commercial Auto – for firms with staff who travel to client sites

Our senior team, led by Daniel, handles professional services placements directly. Contact us to review your current program.

Access the nations best insurance carriers for professional service companies with appropriate coverage and cost-efficient pricing:

  • Automobile Liability
  • Commercial General Liability
  • Cyber Liability
  • Management Liability (D&O)
  • Professional Liability (E&O)
  • Property Liability
  • Sexual Misconduct Liability
  • Special Event Liability
  • Umbrella/Excess Liability
  • Workers’ Compensation and Disability

Our risk management solutions are designed to be both cost-effective and practical, with a focus on initiatives that will have the most significant effect on your total cost of risk and protecting your personnel.

  • Claim Management & Advocacy
  • Cyber Risk Management
  • Emergency Response & Business Continuity Planning
  • Fire and Property Protection
  • Fleet Safety Program Development & Training
  • Safety Program Review & Development
  • Security & Workplace Violence Prevention
  • Workers’ Compensation Rating and Compliance
Our services are designed to provide employees of all ages with physical, mental and financial health benefits.
  • Compliance Consulting
  • Employee Health and Performance
  • Group Medical, Ancillary and Voluntary Benefits
  • HR Technology Solutions and Benefit Administration
  • Strategic Benefits Planning
  • Workforce Productivity
We can support you and your staff in achieving retirement objectives and personal financial targets.
  • Retirement Plan Consulting
  • Life Insurance Solutions
  • Executive Benefits
  • Financial Wellness Strategies
  • Goals-Based Financial Planning

E&O Claim Severity Is Rising

Advertising, marketing, IT consulting, and A&E firms are seeing the sharpest increases. If your E&O hasn’t been competitively marketed recently, it’s worth a review.

talk to daniel directly.

See what your current policy misses.

  • Send us your current policy and we’ll read every line
  • You get a written rundown of the gaps at no cost

  • A principal who knows your industry handles the placement