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Selecting an insurance program that understands your operations, risks and budgetary concerns is essential to running a successful organization and your peace of mind. EZ Insurance Solutions specializes in offering professional liability insurance to financial service professionals and businesses. We make it affordable to provide insurance coverage based upon allegations that your error or omission caused a client financial harm.
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Affinity Insurance Services has 50+ years' experience as a broker of professional liability insurance programs, including the endorsement of the American Institute of Certified Public Accountants. We've taken our long years of experience administering the AICPA-endorsed program and created a program specifically designed for non-licensed accountants, tax preparers, bookkeepers, and licensed financial advisors, securities salespeople, and life insurance agents.Our Professional Liability Insurance Program is the cornerstone of the EZ Insurance Solutions Program.
A. No. EZ Insurance Solutions is available through two of the industry leaders in professional liability insurance. The program is administered by Affinity Insurance Services, one of the nation's leading group insurance administrators, and a subsidiary of Aon.
When building your business, you may want to add new services to take on additional clients. The EZ Professional Liability Insurance policy and available endorsements covers a wide range of services, from tax preparation to investment advice. Our policy gives you the freedom and confidence needed to grow your business without having to worry about allegations of error that could result in financial harm and a potential lawsuit.
Though EZ Insurance Solutions is known for its professional liability insurance for financial services professionals, we can assist you with your other business insurance needs, such as the Business Owners Policy and Workers' Compensation. Our experienced insurance brokers have access to a network of insurance carriers. They will shop among our carriers to find you the appropriate coverage for your specific needs at a premium you can afford.
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