Programs

E&o programs, E&O policies

Get easy access to E&O Insurance policies with less hassle and a quicker application process.

Most of our E&O Insurance programs are available online with a click-quote-bind process and a certificate of insurance in your inbox instantly. Providing Errors and Omissions coverage for a variety of professionals. Read below to learn more.

Who Can We Provide E&O Insurance For?

Our Programs Division helps groups secure insurance tailored for their common types of risk.

Financial Services Professionals

Life Agents
P&C Insurance Agents
Investment Advisors
Registered Reps
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Title Agents

Click here for a quick quote
Application

Pension Professionals

Under Construction
Coming Soon

Real Estate Agents

Under Construction
Coming Soon

Top questions on E&O Programs

Programs are excellent for similar groups who need similar insurance. Underwriters can specify who is eligible to be insured by the program, such as maximum revenue, devise a simplified rating structure and craft a master policy designed for the group.

Yes, usually. Many programs have a master policy where many insureds collectively create a sizable premium acceptable to the insurer while the insureds individually have small premiums. If buying insurance outside the program, these insureds would pay a higher minimum premium each.

Yes, each participant will have their own application, rates, limits, deductible and certificate of insurance.

Yes. If you have a group or sphere of influence, such as an association, give us a call. We can tailor insurance for the group!

Let's Get Started

How can we help you? By answering a few questions we can get you to the right person.

Challenges Loom Large in D&O Market
Programs

Challenges Loom Large in D&O Market

Directors and officers (D&O) liability insurance loss ratios have not improved in the past two years, even amid sizable rate increases and the fact that the line faces both emerging and long-standing challenges, according to an AM Best report

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Supply Chain Crisis and Business Resilience
Business Insurance

Supply Chain Crisis and Business Resilience

The COVID-19 pandemic spurred a supply chain crisis as businesses were forced to halt operations to slow the spread of the virus and prioritize employee health and safety measures. In addition, consumer demand increased more than 15% compared to two years ago, according to Bloomberg News. As business operations begin to normalize, the exploding consumer demand is causing bottlenecks throughout the global supply chain.

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Aging Client and Financial Advisors
Programs

We aren’t getting any younger, and neither are our clients!

Industry estimates are that 25% of assets under management are those of baby-boomer investors now reaching the age of 75. Not only are assets likely to be moved, but investors are more likely to begin showing signs of dementia or other decreased mental acuity. It is a fact they are prone to poor decision-making and are vulnerable to exploitation. Schwab, Fidelity, and Vanguard have implemented algorithms to spot these trends.

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