New York State Professional Liability Exclusive for CPA’s, Accountants, Bookkeepers & Enrolled Agents with an A.M. Best Rated A+ Superior Insurance Carrier. Express and Standard Programs available.
Professional Liability Coverage for:
Professional services include any of the above services performed Pro Bono with the knowledge and consent of the named insured.
*Investment Advisor means any insured who provides financial, economic or investment advice, including personal financial planning and investment management services, provided that Investment Advisor does not include any insured while involved in the bartering, purchase or sale of securities, insurance products or other investment products.
**Personal Fiduciary is an executor, administrator or representative of an estate or a trustee of a Personal Trust of which no insured or his/her spouse is a beneficiary or distributee.
Please be advised that the above titles, headings, definitions, terms and descriptions are for illustrative purposes only and are not a contract. Please refer to the actual policy and all endorsements for a complete description of coverage as certain Conditions & Exclusions apply.
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
Qualifications & Required Documents:
Very Important. Coverage cannot be bound until all required documentation, together with the premium due, is received, reviewed, and accepted by Underwriters. Coverage cannot be back-dated, so please make sure that your information is submitted on a timely basis. All submissions for the Standard Program are individually underwritten to determine program eligibility and terms.
Email or fax completed forms to:
newbusiness@plcsi.com
914.592.6508
Questions? Call 914.592.6505